Salesforce to Capsule CRM Migration: Make a Certain Choice

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Salesforce to Capsule CRM Migration: Make a Certain Choice

Every business owner wants his company to evolve and bring more profits. So, there is a necessity to look up for the ways to fulfill this request. Therefore, it is recommended to use the CRM system. But, what to do if you are a current CRM user, yet your business’s needs are still unsatisfied? Well, it looks like time to change the platform. In this case, Salesforce to Capsule migration can be your choice.

Compare for Your Salesforce to Capsule CRM Migration

 

Salesforce is a software that tracks and views the customer information and history of their company interaction. As well, by analyzing the received information, the business owner will be able to get more potential customers and transform them into real ones.

 

By, the platform can improve the trader team's performance, regardless of the employees are in the office or outside. This feature can be achieved by the mobile for Android/iOS app using. So, the user can receive all the requested real-time data and in-depth reports on the single dashboard. By, the Fed First feature, allows you to create custom settings to see your business’s most important information. In addition, Salesforce users can add more features and tools from AppExchange applications.
To sum up, the platform help to create current reports, sales forecasts, and model arias with no limits.

 

Capsule CRM is a lightweight yet effective CRM solution. The platform allows its users to track contacts/companies and communicate with those easily. That, it can away for the sales opportunities improvement and to manage the ‘to-do’ tasks.

Capsule CRM provides you with the possibility to manage various relationships: contacts, potential clients, partners, suppliers, etc. Also, the solution can help you to increase the pipeline managing efficiency (e. g., track deals, bids, offers, etc.). In addition, the platform allows providing the business team performance through communication and the ability to create current tasks.
Moreover, the Capsule CRM proposes its user's mobility by using an application for smartphones and other gadgets.

 

As you can see, both solutions are well. However, it is suggested to get more detailed info about the above-mentioned systems and to make doubtless Salesforce to Capsule CRM migration decision.

 

For the reader’s convenience, a further platform comparison is presented in the tables.

 


Customers Types
Salesforce Capsule CRM
~ Small Business
~ Large Enterprises
~ Medium Business
~ Small Business
~ Freelancers


Functionality possibilities
Salesforce Capsule CRM
~ Communities for sales
~ Marketing and sales leads
~ Opportunities and quotes
~ Forecasting
~ Approvals and workflow
~ Social accounts and contacts
~ Get a complete contact view
~ Manage the sales pipeline
~ Manage the to-do list and calendar using tasks
~ Customize Capsule to your business fits
~ Manage groups of contacts with lists
~ Access your account from anywhere, securely


Price matter
Salesforce Capsule CRM
~ SalesforceIQ CRM Starter – $25/user/month/billed annually - Basic sales & marketing for up to 5 users
~ SLightning Professional – $75/user/month/billed annually - Complete CRM for any size team
~ SLightning Enterprise – $150user/month/billed annually - Customize CRM for your entire business
~ SLightning Unlimited – $300/user/month/billed annually - Extend CRM to accelerate performance.
~ 30-day free trial, no credit card required
~ Free edition: up to 2 users, 10MB storage, and 250 contacts
~ Professional edition: $12 per user, per month with 2GB storage per user
and up to 50000 contacts.


Integration possibilities
Salesforce Capsule CRM
~ Force
~ Heroku
~ ExactTarget Fuel
~ Apps at Salesforce AppExchange
~ Service Cloud
~ Marketing Cloud
~ Pardot
~ Desk
~ Analytics Cloud
~ Data Cloud
~ JIRA
~ Freshdesk
~ FinancialForce
~ LeadExec
~ Samanage
~ Zuora
~ Zendesk
~ Capsule Mobile
~ Xero
~ KashFlow
~ FreeAgent
~ FreshBooks
~ Fetchflow
~ Google Apps
~ RightSignature
~ Signable
~ Procision+
~ Synchroteam
~ Zendesk
~ Freshdesk
~ Help Scout
~ SupportBee
~ SupportFu
~ MailChimp


5 CRM Alternatives
Salesforce Capsule CRM
  1. LeadSquared Sales + Mobile CRM
  2. BigContacts
  3. Sailthru
  4. Booker
  5. DigitalCRM
  1. HubSpot CRM
  2. LeadSquared Sales + Mobile CRM
  3. Batchbook
  4. SurveySparrow
  5. AddressTwo

 

By, both solutions are well-suitable for the direct company. In the case of Capsule CRM can satisfy your business needs best, let's find out the lightweight way to perform your Salesforce to Capsule CRM migration.

 

 

Migrate Salesforce to Capsule CRM Surely

 

Step 1. Visit the Self-Service tool and log in to your account or register the new one. To that, provide your credentials or login via social network accounts.

register

 

Step 2.

  • Pick up Salesforce from the drop-down list.
  • Click the ”Authorize” button to confirm you wish to connect to Salesforce.
  • Log-in to your Salesforce account: fill ‘Username’ and ‘Password’ fields, then push “Log in”.

Your following step is going to choose Capsule CRM from the dropping list and fill in the solution’s URL and API token. In case you have some doubts, learn more about How to find out Capsule CRM API token. Then click the "Continue" button.

 

Step 3. The next step is to provide mapping modules (data fields and users) you wish to migrate and to run a free Demo Migration.

 

Step 4. Check your Demo Migration results. In case your requests are satisfied, start your Salesforce to Capsule CRM migration.

 

Step 5. Else, schedule a call to get helpful insights.

 

The Bottom Slice

 

In case your business demands you to improve its extension capabilities, it is time to find an alternative solution and change the existing CRM system into another one. Therefore, it is recommended to try Salesforce to Capsule CRM free Demo Migration and examine an automated Trujay switch in action.

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