Insightly to Salesforce: Migration Goes Like Clockwork 2019

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Insightly to Salesforce: Migration Goes Like Clockwork 2019

The business leading brings profits and success along with continual calculations, foresight and dealing with demanding clients. CRM software helps you to leave no stone unturned in offering a fast and quality service, as well as high-level products. It’s all nice, but you feel that your solution fails at accomplishing your business objectives, your staff complains about the lack of abilities and customers are slightly discouraged. Come to grips with the fact that your company has already grown up, and opportunities of Insightly put bounds to your capabilities. Maybe, it’s time to think about changing your current CRM software. You may offer your business a new flying start with a reputable and robust Salesforce. This solution provides you with effective tools for productivity increasing and gaining more prospects. So, make the first step in your company development and migrate Insightly to Salesforce.

 

Insightly vs. Salesforce: Tried and Tested CRM

Salesforce is a global cloud CRM solution with untold features and opportunities for profitable sales and marketing performance. Let’s take a closer review of its tools and options.

  • Using contact manager, you have complete pictures of your customers and vital insights into their social media activities.
  • Salesforce increases the number of your prospects with the lead generation and prospect segmentation.
  • The workflow automates sales and campaign processes. You may assign tasks and monitor the performance of every department.
  • You may create role-based access to the company’s records.
  • Territory management provides you with the ability to create personalized and targeted campaigns.
  • Salesforce enables you with extended integration and synchronization opportunities that facilitate inside collaboration and deprive the departments of mistakes.
  • Mobile application helps you to keep the pulse of changes, improve the uptime and allow access from any corner of the world.
  • With multi-channel support, you will enhance the speed and quality of customer issue.
  • Analytics plays an important role in analyzing and calculation of budget, costs, and profits. You may also set specific filters for detailed reports.

Salesforce Pricing

It is recommended to take a look at Salesforce pricing before making the final decision on Insightly to Salesforce migration.
The solution contains 4 paid subscriptions:

  • SalesforceIQ Starter –  $25/user/month/billed annually
  • Lightning Professional – $75/user/month/billed annually
  • Lightning Enterprise – $150/user/month/billed annually
  • Lightning Unlimited – $300/user/month/billed annually

Be aware of real Salesforce pricing as it can break your bank easily. More info you can find in the article What is Salesforce CRM Pricing: 2018 Behind-the-Scenes.

 

Get the Picture of Automated Migration

The virtues of Salesforce impress you, but you still doubt about the migration process?

Trujay offers you the unique and advantageous opportunity of automated Insightly to Salesforce migration. The service is Salesforce's partner and can migrate 19 modules to any Salesforce edition automatically align with 2 ones using custom mode. Besides, you can create custom fields right from the migration wizard, on your own. The service deprives you of extra installations, coding and copy/paste methods. The process itself reduced to a few simple actions.

 

Fast and Furious Insightly to Salesforce Migration

As the pre-transfer planning and preparation are essential to the successful data import,

you should take a few actions before migration to Salesforce. So, analyze and filter your data, learn more about and perform a backup, announce the employees about the upcoming change and perform the next steps:

1. Go to Wizard and start one-page sample migration right away. No registration required. Specify your existing CRM by providing the required credentials. Now, define your future CRM - Salesforce. You’ll be redirected to your Salesforce account where you should log into your account to allow us the data access. Then, you’ll be redirected back to the migration wizard automatically.

When all is done launch free Sample migration. And don't forget providing email before starting free Sample migration so we will send the results there.

Notice. At the very first time, your data fields will be mapped automatically according to the most common logic.

2. Evaluate the sample results and if you are satisfied with those, choose an insurance plan and complete Pipedrive to Salesforce migration.

In case something went wrong, you want to change migration options and set up mapping by your own, press "Change options".
Select items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes together with the related activities such as calls and events.

Keep in mind that you can change mapping and re-run Sample migration for free as many times as needed.

The service will transfer all your data without any hassles and business interruptions so you will be able to get to work right away as well as implement your post-migration actions.

 

Get the Last Point

You can continue exploring Insightly vs Salesforce or collect your thoughts and start your free Sample migration Insightly to Salesforce right now!

Alternatively, estimate your migration price or ask Trujay experts for advice.

Grab the chance to put your company on a new level.

 

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