How to Migrate OroCRM to Vtiger Automatedly [+Video]
In today’s business world, customer and lead management has come to the new stage – you’ve got to be very inventive to find and keep a customer, plus it’s become quite essential to use all possible channels to engage your potential audience and convert them into happy customers. Multichannel business is where OroCRM excels. This young system is also a great choice for integrating an e-commerce store to bring order and client service to a better level.
In the event that you’re changing your business direction or just realize that OroCRM is not quite what you search for in a CRM – it can be lacking some important features or vice versa – be overkill with the unneeded functionality. In the end, it may turn out to be too costly. So, there’s no reason to fret over this as the market offers dozens of systems to any taste. In this post, we present to you Vtiger CRM and show the way of switching from OroCRM to Vtiger with no data loss.
Vtiger has about 10 years experience on the market and it’s known as a really robust and intuitive fully open source customer relationship management system oriented at SMBs.
It offers a single pricing plan which is 5 times cheaper than that of OroCRM per user (at the time of writing), and it’s paid monthly, no annual payments in advance, which is really convenient and excludes huge spendings at the time of its adoption.
As to the features list, apart from the traditional features for sales, marketing and customer service, Vtiger does a great job with providing ready invoices and quotations. It also has facilities for project management and integration with Microsoft services like Outlook, numerous Google Apps, Quick Books etc. Mobile version is present as well, but it is charged additionally.
All in all, Vtiger is a really affordable variant which fully provides the most necessary functions to ease up your everyday processes and make the workflow more effective. Vtiger offers a trial period, in case you’re still in doubt, so you can easily give it a test drive to make sure it’ll work well for you.
And you also have a fantastic chance to migrate your data from OroCRM to Vtiger in a very easy way with Trujay automated service. Follow the simple steps below.
OroCRM to Vtiger Migration Step-by-Step Tutorial [+Video]
1.You’ll need to register an account to proceed.
2. Enter the URL of your OroCRM in the next step in the corresponding field and then provide your login credentials for OroCRM account (it’s needed to fetch the data from OroCRM, but it’s 100% safe).
3. In the next step, type in the URL of your new Vtiger, plus add the access details in the fields below.
4. You’re all set to start the Demo migration – it shows how the process goes and moves up limited amount of your entities from OroCRM to Vtiger in just a couple of minutes.
5. When the Demo is finished, just one mouse click separates you from the Full data migration from OroCRM to Vtiger. Press the button Start Full migration and get ready to meet your new CRM with your data in it.
Looks like an easy thing to do? Hurry up to migrate your CRM data with ease.