The complexity of CRM features, lack of required capabilities, and overinvestment in software spur many companies to perform Microsoft Dynamics to HubSpot CRM migration. Let’s take a brief look at both solutions and how to migrate data from one CRM to the other.
Microsoft Dynamics CRM was designed in 2003 to fit enterprises. HubSpot CRM attracts small and mid-sized organizations since 2015. Besides the age gap, the solutions differ in features and functionality:
Microsoft Dynamics CRM includes a clean interface but has a steep learning curve and integrates with 144 applications like Constant Contact, MailChimp, Pardot, etc.
HubSpot CRM has a user-friendly interface and enables you with a 360-degree view of clients’ data. The solution can link to anywhere in your sales process- email, social media and more. The platform logs phone calls, and if you exchange an email with a customer, it is automatically updated in the database so you can keep making contacts and closing deals. HubSpot CRM comprises 25 integration options and works seamlessly with the HubSpot Marketing Platform and the Sidekick Chrome extension.
Regarding the costs, Microsoft Dynamics 365 offers 3 paid editions:
Dynamics 365 Plan – from $210 user/month – all applications use is available
Unified Operations Plan – from $190 user/month – applications use that help to connect and manage the business operations
Customer Engagement Plan – $115 user/month – applications use to build and approve customer relationships.
Additional users:
Full User – from $40 per user/month – full access to application functionality.
Team Members – from $5 per user/month – execute necessary processes and light tasks.
Additional applications and offers use – $40 – $170 user/month
HubSpot CRM gains the upper hand over Microsoft Dynamics CRM in terms of pricing as the solution is free forever.
Data import from one CRM to another is one of the most important elements of successful CRM implementation. However, it is also the daunting action causing the customers to reassess moving to a new system.
The thought of any data loss or time-consuming process holds back many clients to perform a transfer. An automated migration service, Trujay, can help you complete the data import quickly and securely with these benefits:
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.
Step 1.
Once sample results are generated, check out the results. If you’re happy with them, choose an insurance plan and continue migrating the rest of your data.
Step 3.
What if I want to make changes?
Click “change fields mapping” to map your own fields. You can check which fields you want and match them with their modules. For more advanced options, click on the pencil icon.
By the way, you can re-run the sample as many times as you want at no charge.
If you are looking for a platform with a simple and intuitive interface, as well as features at an affordable price, take the above-mentioned information into consideration.
We hope this process will simplify the task of migrating from Microsoft Dynamics to HubSpot CRM with Trujay.
Feel free to estimate migration price with no need to run a sample migration.
That explains the migration process
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