Pipedrive to Salesforce Migration: Maximize Business Productivity

Exploring CRM Mishaps

Many companies consider CRM as a tool to enhance the customer experience and help business to achieve the desired results. However, the advancement of various CRM systems makes the companies feel that their solution obtains an old interface, lacks the functionality options or requires too expensive maintenance. These issues induce the organizations to look for the game-changing technology and migrate from Pipedrive to Salesforce.

How can You Win with Salesforce?

Salesforce is a popular solution that works great with companies of all sizes, especially enterprises. The platform includes a simple interface to achieve a rewarding user experience. Besides, the system is flexible and highly customizable to fit your business requirements. Salesforce is a championing social CRM that helps you identify the customer’s needs, deliver more personalized projects and improve the high-quality problem solving.

Salesforce includes 30-day free trial and 4 paid subscriptions:

• SalesforceIQ -  $25/user/month/billed annually
• Lightning Professional - $75/user/month/billed annually
• Lightning Enterprise - $150/user/month/billed annually
• Lightning Unlimited - $300/user/month/billed annually

Easy-to-Follow Pipedrive to Salesforce Migration

CRM data migration can be a very tedious process and requires a proper tool to perform the swift and secure transition. With an automated migration Trujay, you can complete the transfer from Pipedrive to Salesforce without a fuss. The SaaS determines the mapping of the appropriate fields and offers a free Demo migration to check the service in action. Consider 4 simple steps to follow:

Step 1. Go to app.trujay.com and register.

Step 2. Choose an existing solution - Pipedrive and fill out API token.

Define a destination platform -  Salesforce. Press “Allow” button and permit Trujay to access your records.

Step 3. Select the modules you want to migrate to Salesforce, map the fields and launch a free Demo Migration.

Step 4. If Demo results comply with the expected requirements, you may complete the Pipedrive to Salesforce migration.

If you acquire the software that facilitates the sales, marketing, and customer service teams to cultivate better relationships with clients, then Pipedrive to Salesforce migration is the process to consider. Don’t wait up, run a free Demo Migration right away!