Pipedrive to Insightly Migration: Stay Productive with an Efficient CRM

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Pipedrive to Insightly Migration: Stay Productive with an Efficient CRM

Pipedrive to Insightly Migration: Stay Productive with an Efficient CRM

 

Close to the school graduation or wedding, when your company innovates and improves business by migrating to an advanced CRM, it is a momentous occasion. The possibilities enabled by the new platform can be exciting and promising. However, the CRM transition is a challenging process, and some simple things can get overlooked. To exclude any unexpected pitfalls, let’s take Pipedrive to Insightly migration as an example. So, explore the main peculiarities of the process and learn how to perform the transfer in a few easy steps.

 

 

Pipedrive vs Insightly: Brief Overviews

 

Both platforms are great choices that help the small to mid-sized companies manage contacts, organize projects, track the team performance and sales pipeline, etc. The solutions provide you with the following capabilities:

 

Pipedrive:

 

  • customize your views based on what your employees need to see;
  • take advantage of the series of stages that your potential customers go through;
  • use multiple currencies and language support;
  • catalog every interaction and set up the notifications with to-do lists;
  • exploit the full email sync and Google Maps integration.

 

Check out a short video provided by Pipedrive to get acquainted with the system:

 

Insightly:

 

  • consider deep linking ability to identify the relationships between contacts;
  • use the advanced analytical tools to filter and group clients’ information;
  • create tasks for projects and milestones to facilitate the workflows;
  • get the mailing list and newsletter management to run the personalized campaigns;
  • send emails efficiently and save notes by integrating with Evernote and Mailchimp.

 

Discover the introduction to the platform by exploring a visual represented by Insightly:

 

Cost Matter

 

Among the variety of CRM systems on today’s market, Pipedrive and Insightly are considered affordable solutions with reasonable plans:

 

Pipedrive offers a 31-day free trial and 3 paid subscriptions:

 

  • Siver - $12/user/month
  • Gold - $25/user/month
  • Platinum - $75/user/month

 

Insightly includes the free option for up to 2 users and 4 paid editions:

 

  • Basic - $15/user/month
  • Plus - $35/user/month
  • Professional - $59/user/month
  • Enterprise - $129/user/month

 

As you can see, Insightly gets an advantage over Pipedrive in the variety of features and pricing choices. Being fired up with the required information about the platforms and the main argumentations of Pipedrive to Insightly migration, follow the next steps to perform the fast and secure transition.

 

 

Pipedrive to Insightly Migration: Swift Move towards Productivity

 

In case you are looking for a fast and affordable way of CRM data transfer, you can take advantage of an automated migration service Trujay. The tool provides you with beneficial features:

 

  1. exclude any data loss with security compliance, as well as sign Nondisclosure Agreement (NDA).
  2. map the fields and users on your own in accordance with your company's demands.
  3. eliminate the interruptions of business processes and get 100% uptime of both platforms.
  4. perform the transition without copy/pasting or programming.
  5. run a free Demo Migration to observe if the service satisfies your business needs.
  6. delete the copies of data by using the deduplication option.

 

 

Pre-Migration Actions

 

Since the right and accurate preparation stages are critical to the smooth transfer from Pipedrive to Insightly, consider the recommendations:

 

  • explore Insightly in action and check out its configuration, as well as automation features by launching the Professional plan 14-day trial;
  • create a backup of your Pipedrive not to lose any important information;
  • analyze and filter the records to move only necessary ones;
  • notify the employees about the upcoming CRM transfer.

 

 

Migration from Pipedrive to Insightly without Hassles

 

At this point, when you are all set up for the transition, use Trujay, and complete the process in several steps:

 

  1. Register your account at app.trujay.com and provide the required information. Also, you can log in via social media.

 

register

2. Select Pipedrive from the drop-down menu, specify API token, and URL. Then, define Insightly as your future CRM and provide the API key.

pipedrive to insightly

3. Choose the items you want to migrate by clicking on the corresponding boxes, set up the fields and user mapping, as well as run a free Demo Migration.

4. If you are satisfied with demo results, you can perform the migration from Pipedrive to Insightly.

pipedrive to insightly results

Post-Transfer Activities of Pipedrive to Insightly Migration

 

After the most difficult part of the CRM transition is behind, it is recommended to complete some practices for the successful Insightly implementation:

  • check if all items are migrated to the proper places;
  • set up the filters for the analytical tools;
  • build the personalized workflow rules;
  • equip the staff with the required tutorials and instructions.

 

 

The Last Nail

 

The successful business strategy leans on the right objectives and client-oriented tactics. Besides, you need advanced CRM software to reach the heights of prosperity. The migration from Pipedrive to Insightly is a great chance to achieve the desired goals, enhance business performance, and improve customer experience.

 

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