Microsoft Dynamics to Salesforce migration: move ahead to new achievements in 2019

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Microsoft Dynamics to Salesforce migration: move ahead to new achievements in 2019

Coke vs. Pepsi, Everest vs. K2, Star Wars vs. Star Trek - today’s world is full of various rivalries that divide distinctive communities and conversations. However, in most cases, it is just a fatal and doesn't really impact our lives on a daily basis. The different story is with the software you pick out for your business. The system can determine the efficiency of your team performance, the level of your customer experiences, and ultimately, whether or not your company grows.

One of the most long-standing competitors on the CRM market is Microsoft Dynamics vs. Salesforce, two leading platforms that are highly hard to differentiate. In this article, let’s take an in-depth look at both solutions and layout the findings in a side-by-side comparison so you can decide which CRM to choose and import data from the current CRM/CSV/Excel accurately and securely using Trujay.

 

Microsoft Dynamics vs. Salesforce: possibilities and limitations

Microsoft Dynamics and Salesforce, launched in 2003 and 1999 respectively, are more commonly used by large or rapidly-growing companies. Even though both platforms offer some similar features, we still dug out some strengths and weaknesses that can help you distinguish the platforms.

 

Who gets an advantage?

Let's try to find out who is better: Salesforce or Microsoft Dynamics. As both solutions are always evolving, on April 5, 2019, Microsoft Dynamics raised a critical update; a new release that opened up more possibilities to enhance the social listening module, including sentiment analysis. If you want to see how the public perceives your service or product, then this tool is right for you. Sentiment analysis is about having dashboard access and constant headline overviews of consumer sentiment across social media channels. You can also carry out a ‘deep dive’ research of particular subjects, geographical locations or other filters at any time. The platform also bridged the gap between sales and marketing efforts by giving separate teams visibility and editing permissions through a “Sales Collaboration Panel.”

However, there are some blanks in Microsoft Dynamics performance, which makes Salesforce more dominant in the majority of the categories like the following:

  • Data governance tools enable you to clean out and deduplicate your contact records and sales entries. This is important if you have several data entry points, for instance, web forms or contact centers.
  • Partner management helps you track operations remotely as well as gives third-party agents access to system content and product information.
  • Performance management lets you incentivize sales improvements through KPI monitoring, rewards, recognition tools, and built-in feedback loops.

How right are the reporting tools?

Comparing the analytics capabilities of both solutions, Salesforce provides more flexible reporting systems. Microsoft Dynamics includes well-designed dashboards and excellent drill-down functions but is more rigid than Salesforce regarding the customization features.

For example, if you want to see the reports that show the number of sales per quarter with the deals each rep has in place, Salesforce can help you to the group and view a list of this data quickly. The system can also break a large graph into subsets for each team member.

Microsoft Dynamics, however, can only provide information in the form of dashboards. So, if different types of reporting are vital for your business operations, then Dynamics can be difficult to work with. 

To wrap up, neither solution is necessarily “better” than the other. However, Salesforce gets some advantage regarding functionality and configuration options. You might notice that Salesforce became more popular each year by looking at the Google Trend Comparison chart:

If you are thinking of transferring your data from Microsoft Dynamics to Salesforce, then you should consider the next steps for the fast and secure migration.

 

Pre-Migration Tips

Focusing on the transferring steps early on can help ensure a smoother switch of information down the road. We advise you to take some suggestions and get prepared with the following advice:

  • Clean out your data. Try to exclude all the dupes and outdated information from your current solution so that there is no need to deal with it later on.
  • Don’t forget a backup. To avoid the potential loss of valuable data, prepare an off-site copy of your database.
  • Make an announcement to your team. Provide all necessary information about the future solution and equip employees with tutorials.

 

Migration Process in a Few Clicks

When you’re all fired up for the transfer, it is time to choose the right tool that can help you relocate to your desired CRM. The data switch is not an easy process because of the different records and configuration options. However, Trujay can help you perform the transfer in just 2 easy steps.

 

Step 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 destination CRM and sign in. When all is done, launch free Sample migration. Don’t forget to provide your email before starting the sample; here is how you’ll receive your results. 

Step 2. Check out your Sample migration results. If you are satisfied, choose a suitable insurance plan and launch full migration.

In case you are not happy with Sample results, click on “Change fields mapping” and set up the custom mapping. Select users and 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. You can also click on the "Change fields mapping (optional)" button to open advanced mapping options.

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 or business interruptions so you will be able to get to work right away and implement your post-migration actions.

Trujay determines the mapping of the appropriate fields and migrates entities together with relations between them from the old CRM, according to the modules in Salesforce. If you need to transfer any custom fields, you have an opportunity to ask our technicians to set up the deeper mapping. Plus, the QA team is checking all the results after the switch.

Furthermore, the SaaS offers a free deduplication option that will allow you to eliminate all the dupes and redundant information from your current CRM.

Regarding security matter, there is no chance of any data loss, as all the records are copied from the source solution.

Last but not least, while using Trujay, there is no downtime for your business processes, so you can get to work right away.

 

Post-Transferring Tricks

Now, when the hard part is behind you, it is important to complete the final touches for successful system implementation and configuration:

  • Determine if all the items are transferred to the proper fields
  • Check out the relations between all the records and make sure they are restored in the right way
  • Set up the filters for reporting tools
  • Build personalized workflow rules
  • Don't forget to continue educating your staff about the new solution. Try to provide training and hold meetings so they can learn faster and feel confident about what they are doing.

 

Afterward

By and large, the solutions above invariably end up pitted against each other due to the striking similarity in functionality and configuration options. So, if you want to learn more information about the two platforms as well as an automated migration service like Trujay, contact our experts and find out all the important hints. 

Don’t wait any longer! Try free Sample Migration or estimate your own migration price right now!

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