Salesforce to Pipedrive Migration: Simple Move to Sky-High Sales [How to]

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Salesforce to Pipedrive Migration: Simple Move to Sky-High Sales [How to]

What are the Key Issues?

The client's demands and company requirements to the CRM systems arise side-by-side. The competitive market induces the organizations to think about moving to the more practical and budget-friendly solution. Among the big hard-hitters, the migration from Salesforce to Pipedrive is the one to consider.

Is Pipedrive a Tool with Big Ambitions?

If you're looking for a solution designed for a small organization in mind, then Pipedrive is a right option for your company.

Pipedrive is a sales pipeline management platform with an easy-to-use interface. You can separate the prospects into different, categorized “pipelines” depending on the stage of the development. In other words, a highly customizable Pipedrive offers some steps that your clients flow through. The solution also includes the powerful reporting tools to segment and analyze the information by different criteria. Pipedrive integrates with Google Apps and a range of marketing and customer support software.

Pipedrive represents the pricing in a very simple way. You can try out the platform with a 30-day trial or subscribe to the system for $12 user/month.

Flawless Salesforce to Pipedrive Migration

The transition to a new CRM system is challenging to perform due to some items and the diversity of the configuration options. To achieve the desired results, start looking for a suitable tool to complete a process securely. An automated migration service Trujay can help you migrate data from Salesforce to Pipedrive in 4 simple steps:

Step 1. Go to app.trujay.com, and register your account.

register

Step 2. Choose your current Salesforce and click “Allow” button to let Trujay access your data.

Specify Pipedrive as your future platform and provide API token.

Step 3. Select the modules you are willing to transfer to Pipedrive, map the fields and launch a free Demo Migration.

Step 4. If you are satisfied with Demo outcome, you may proceed with CRM data migration.

If you acquire CRM to facilitate data managing, enhance sales, and build successful customer experience, then Salesforce to Pipedrive migration can reinforce your business processes. Don’t wait up, start a free Demo right away!

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