Salesforce to Pipelinedeals Migration: How to Capitalize the Core Business Value?

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Salesforce to Pipelinedeals Migration: How to Capitalize the Core Business Value?

Like coming out of your comfort zone, transferring to a new CRM platform can be a difficult decision. Albeit, when you notice that your software doesn’t satisfy the needs of your company anymore, then you are about to start the investigation of the primary reasons for this awkward situation.

In 2015, Capterra surveyed 500 industries of various sizes to analyze their CRM usage. Thus, CRM Industry User Research Report by Capterra showed that the significant argumentations of the CRM transferring are:

  • the former system lacked functionality options
  • software was not longer evolving
  • the platform maintenance has become too expensive
  • the solution didn’t support company size anymore
  • CRM was too hard to use and required additional training
Reasons of CRM switch chart

As you can see, one of the main grounds of moving to another solution is the overcomplicated work with the system. In this line of thought, Salesforce vs. PipelineDeals is the example of nice-to-have CRM switch. So, let’s focus on the main differences between the platforms as well as how you can migrate from more complex system to simpler one.

Salesforce vs. Pipelinedeals: Confrontation of Main Peculiarities

Salesforce and PipelineDeals were launched in 1999 and 2006 respectively. As Salesforce works with the companies of all shapes and sizes, the solution offers some compelling options, yet some of them are too hard to utilize. In its turn, Pipelinedeals is a great fit for the small and mid-sized organizations and provides a feature set to ensure easy learning curve and efficient usage. For better understanding of distinctions between both solutions, consider the following comparison:

Customization

Salesforce offers 215 configuration options that may take several weeks of planning and fine-tuning. As to Pipelinedeals, the platform includes just 10 areas of customization, so you have an opportunity quickly define your sales processes.

Dashboard

Salesforce includes views of user activity that are hidden in a separate tab. In PipelineDeals, on the other hand, sales dashboards is built into the home screen, and you can select from 7 charts to check out the key pipeline metrics.

Tag Navigation

Salesforce includes 24 optional tabs to pick out from, while PipelineDeals enables you with 8 tabs that get right to the point.

Opportunities vs. Deals

Both solutions are great choices to track emails, documents and activities that help you successfully close an opportunity or deal. However, Salesforce comprises 40 data fields and options, so you might have to deal with more complex workflows. But if you want to create processes with templates in the simpler way, then Pipelinedeals is the way to go. The software contains 12 standard data fields with up to 25 custom ones.

Reports

Salesforce embraces hundreds of reports; it would be a better pick for big business and corporations. If your organization is small-sized, you can easily work with Pipelinedeals that offers 6 standard reports with a drag-and-drop interface to create custom ones.

Cost Significance

In behalf of the price matter, PipelineDeals stacks up against Salesforce's Professional application, the cheaper version for sales teams of 5 or more users. Accordingly, the first platform starts from $24/user/month with extensive features. Salesforce alternative edition is $65/user/month base price that also includes some limitations: billed only annually, as well as extra pay for support and mobile access.

By and large, if you are searching for the CRM software for small or mid-sized companies that is low-priced, easy-to-use and configure, then PipelineDeals is a beyond a doubt - an option to consider. Even though Salesforce is more sophisticated and provides some general features, the solution might be too complicated for your business processes. In this case, if you think about the switch from Salesforce to PipelineDeals, then you should follow the next steps to perform the transferring with a wet finger.

Pre-Migration Activities

As appropriate planning and preparation stages are critical for a transition flow from Salesforce to PipelineDeals, discover the suggestions to get ready:

  • Try out your future CRM

The best way to check if the solution can manage to overcome your company problems is to test it by using your information. On the grounds of that Pipelinedeals provides a free trial, it is recommended to compare all the modules, as well as automation and configuration choices. At this point, you will be sure that the solution is a good fit for your organization.

  • Analyze your data

To move your data without inconsistency, irrelevancy, and unnecessary items, you should take some time to learn how your data is structured, and where it resides to clean out useless info.

Then, you can decide what records to relocate from Salesforce to PipelineDeals. Hence, in case your company has been on the market for several years, your database can include the old client’s details or serious past negotiations. Here, you most likely need this kind of information for further business processes, so it is suggested to transfer the records.

If your data comprises historical info like outdated appointments, completed meeting, as well as phone calls, then it is doubtful that you are going to deal with it for future company actions. These items can be handled separately and considered as closed activities.

Moreover, you have an opportunity to filter the records during the migration if you don’t prefer to move all the data at a time. In Trujay practice, many companies prone to transfer the files by:

  • date (setting the given period)
  • Some contacts that are connected to a particular user
  • relations to specific documents (for instance, all the contacts related to tasks)

At a final point, as the business owner or sales rep, you are familiar with all the business processes and database, so there might not be any troubles with evaluating and identifying the mode to transfer the info.

  • Prepare the backup

You don’t have to neglect a backup option to exclude the risk of the data loss or file damage, as during the CRM transition the process becomes the analytical procedure. In this case, you have to discover whether your solution supports the ability to download the data into CSV files.

Transfer from Salesforce to PipelineDeals in 4 Simple Steps

Now, when you all fired up for the switch, start your transition by using an automated migration system Trujay:

  1. Visit app.trujay.com and create an account.
register

2. Now, select your current  CRM – Salesforce. You will be redirected to your Salesforce account where you should press “Allow” button so that Trujay can access your data.

After that, choose your desired CRM – PipelineDeals and provide its API Key.

3. The next step is to select items you want to migrate to Pipelinedeals by clicking on the corresponding boxes. Also, you have a valuable feature to fix up specific fields mapping in accordance with your business need. Pick out a module and press ‘View or Change Field Mapping’.

Explore if all the fields are mapped in the right way.

 

At this point, you may start your free Demo Migration and observe the process in action. The SaaS will relocate the limited amount of the Pipelinedeals items together with the relations between the records.

 

When the Demo Migration to your new Pipelinedeals is over, it is important to check out the results immediately. Here, you should start reviewing the Demo outcome from the ‘Contact’ module and investigate, as well as compare, the existing contact info with the transferred data. So, you can have a chance to see and explore if the relations between the contact and users, opportunities, accounts or tasks are retained.

After that, if you satisfied with the Demo results, you can proceed with the switch to the future solution.

All in all, Trujay will move all your data without any business interruptions, so you can get to work immediately.

Actions Afterwards

Finally, when the most complicated steps are over, it is suggested to use some post-migration tricks for better system implementation and automation:

  • Check out if the records are transferred to the proper fields
  • Find out if the relations between the items are restored in the right way
  • Fix up the filters for reporting tools
  • Make sure you’ve built personalized workflow rules
  • Educate your staff to use a new solution by providing training and holding the meetings. Also, don’t forget to ask for workers’ feedback, so you can monitor where everyone in the company is with the CRM, and what issues still need to be addressed.

Few Words to Conclude

To sum up, if you aim to implement a lightweight solution that will bring your company and team the desired success, then transition from Salesforce to PipelineDeals is an excellent choice for you. Pay attention to the hints mentioned above, and you will perform a secure and swift transfer by using the automated migration system Trujay. So, don’t wait any longer, try your free Demo right now!

 

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