Why And How to Migrate from SugarCRM to SuiteCRM [+Video]

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Why And How to Migrate from SugarCRM to SuiteCRM [+Video]

Many consider -  more it costs, better it is but is it always true? When this question touches on the choice of CRM platform, many a one give their preference to the high-priced solutions. And, you know, when it is referred to the point of building customer relationship, you won’t start cheapening. Nowadays, SugarCRM is one of the moderate CRM platforms that provides small and mid-size businesses with the robust functionality and opportunities at a reasonable price. It is pretty customizable and covers all the processes of customer relationship management.

But, not so far ago an infant prodigy appeared - SuiteCRM. The small company that has come out under the supervision of SugarCRM and is its open source fork. Considering technical aspect of SuiteCRM, it is based on SugarCRM Community Edition that additionally involves the bulk of modules: workflow, reporting, team security, products, quotes, invoices, maps, contracts, portal, PDF templates, open meeting, etc. In plain words, it’s a prototype of SugarCRM Professional Edition. In this way, you may realize that SuiteCRM is not only the open-source solution for building strong customer relationship but intuitive management for your company members.

Apart from this, if you have some specific requirements to your SuiteCRM system, you may purchase the professional support. Also, you might easily widen the possibilities of your CRM functionality installing some extensions. Among them, you’ll find peculiar extensions for marketing campaigns, administration, mobile, sales, productivity, and many others.

Video Guide

Automated SugarCRM to SuiteCRM Transfer in a Few Steps

So,  if you have decided to perform your CRM data migration to SuiteCRM, Data2CRM automated service might be a good solution for a rapid and effortless switch. The migration process takes a few simple steps. Just see for yourself in the step-by-step tutorial below:

Step 1. Register an account.

Before starting your SugarCRM to SuiteCRM migration, register your account at app.data2crm.com.

 

register

 

Step. Source CRM Details

Next, specify your SugarCRM details - your CRM URL, login, and password.

 

Step 3. Target CRM Data

Provide your SuiteCRM URL, type your username and password.

Step 4. Migration Options

Currently, Data2CRM supports migration of the following CRM items:

  • Accounts
  • Leads
  • Opportunities
  • Contacts
  • Task
  • Notes
  • Activities

To see how the service works in action, you may run free Demo Migration. Data2CRM will move a limited amount of items to your new SuiteCRM platform together with the relations between them. Also, you can choose Data2CRM deduplication option for contacts and accounts that will help you to eliminate the dupes.

 

Step 5. SugarCRM to SuiteCRM Data Migration

And the last, you may start the full migration of your CRM data to your new SuiteCRM platform. The process takes a little time. You'll be able to monitor the migration process live and in a while check up all the results.

 

That's it! You see CRM data migration might be a pretty straightforward and effortless procedure. Apart from this, you shouldn't worry about your business interruption. During the migration process, your source SugarCRM platform will be still available. Don't wait up, start free Demo Migration and see the service in actions right now.

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