Salesforce vs Bitrix24 (2019): Explore a Land of New Opportunities

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Salesforce vs Bitrix24 (2019): Explore a Land of New Opportunities

Salesforce vs Bitrix24 (2019): Explore a Land of New Opportunities

 

Today’s vast scope of CRM systems broadened the opportunities for businesses of different sizes. This diversity of the platforms singles out Salesforce and Bitrix24 as the popular and practical options. Despite some shared capabilities, the solutions vary in feature sets.

 

Salesforce vs Bitrix24: Discover Suitable Functionality

 

Depending on the size and the objectives of your company, both Salesforce and Bitrix24 are efficient solutions for prolific business running.

 

Salesforce is mostly focused on satisfying the needs of enterprises and provides:

 

  • Sales performance management to help you analyze and monitor the business processes. You can reveal the weak and strong sides of your team for further improvements.
  • Chatter as the communication and collaboration tool that tracks the conversations and updates using features like feeds, profiles, groups, etc.
  • More than 600 configuration choices and integrates with 30% applications like Google Apps, Mailchimp, and others.
  • Tools for industry-specific organizations in areas like financial services, healthcare, retail, media, etc.

 

Bitrix24 is a great fit for the small and mid-sized organizations and offers:

 

  • Customizable reports and the effective dashboards for deals leads and invoices to evaluate the work effectiveness of the company.
  • Time management tools with a check-in/out mechanism, daily planner, and regular work reports. Bitrix24 includes the time planning feature with calendars, event scheduler, and meeting manager.
  • Social search that covers all system objects including uploaded documents, tasks, and events.
  • Built-In telephony to call directly from CRM and record the conversations. You can set up call queues, transfer or forwarding, and use call source tracking for marketers.

 

So, you can notice that both solutions have strong and weak sides and don’t relinquish each other in Salesforce vs Bitrix24 rivalry. Salesforce provides the lead scoring, enhanced forecasting capabilities, and provides more integration options. On the other hand, Bitrix24 offers the built-in telephony, time, and document management, yet is a little bit difficult to set up and use.

 

 

Price Matter

 

In terms of costs, Bitrix24 is the more affordable solution. It offers a free version and 3 paid subscriptions starting with $39/user/month. Salesforce comprises 4 paid editions starting from $25/user/month and requires an extra fee for the customizations.

 

If you are an enterprise and hunting for a platform with a number of configuration capabilities, Salesforce will be the right choice to consider. In case you are looking for a specific set of features with the lower price, take advantage of Bitrix24. Thus, weigh all pros and cons, make the final decision about Salesforce vs Bitrix24 comparison and migrate to Salesforce or import your data to Bitrix24.

 

How to Perform CRM Migration Automatedly?

 

The constant innovations opened up the advanced possibilities for businesses to move CRM data automatedly and hands-off. So, while choosing the right tool to migrate to Bitrix24 or transfer data to Salesforce, ask yourself the following questions.

 

  1. How to import your data to the desired CRM securely?
  2. Can you map the records?
  3. Should you run a test version of migration?
  4. Will the current CRM run without interruptions?
  5. Does the SaaS help you eliminate the copies of data?

 

Pass by the task of finding the efficient migration mode and use the automated migration service Trujay.

 

The SaaS includes the next functionality for smooth data transition to/from Salesforce or Bitrix24:

 

  1. Regarding security, the Trujay excludes any data loss. Besides, by signing the Nondisclosure Agreement (NDA), the service assures to treat the confidential data privately.

 

2. The service allows you to map the users and data fields by completing the following steps:

  • Click on "Pencil" to View or Change Field Mapping;
  • Select the desired data field and set up the desired connection; in case a field is not critical for your further business processes, pick ‘do not migrate’ command;
  • Press “Save Mapping’, and close the mapping window afterward.

 

3. Trujay supports the mapping of the CRM default records. Notice that you can Create Custom Data Fields in Salesforce by yourself during migration, right in the wizard.

4. To make sure the service functions properly, run the test migration. The SaaS provides a free and secure Sample Migration and moves a limited amount of records to the target CRM. In case some items from the chosen module didn’t transfer, the records that had connections with them will be migrated with no relations.

5. Trujay guarantees the full uptime of current and future CRMs during the migration.

6. CRM transition is a chance to get rid of the unnecessary information gathered in your database. Trujay helps you optimize the records with the deduplication feature by replacing or merging the same items.

 

 

 

Step-by-step Instruction to CRM Migration

 

When you finally have decided between Salesforce vs Bitrix24 or have chosen any other CRM solution, import your data in a few simple steps:

 

  1. Go to the Migration Wizard to create an account or log in via Social/Salesforce account. Fill out your current and future CRM credentials, log in as a Salesforce user, or via Social media.
  2. Choose your current and future CRM and log in following the instructions
  3. Choose the modules you want to migrate, map the fields, and run a free Sample Migration to see the service in action.
  4. If you satisfied with the sample results, complete your data import to the desired CRM.

 

 

Afterwords

 

Make your business thrive with the automated migration service Trujay and migrate your records to/from Salesforce or to/from Bitrix24 easily, accurate, and secure.
So, don’t wait up and transfer some amount of the data from CSV, Excel, G suite, another CRM to Salesforce, or Bitrix24 by running a free Sample Migration right now or start with an estimation of the number of records on your current CRM and expected migration price.
P.S. Grab your discount on Salesforce insurance and save up to 12% of the migration budget.

 

 

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