SugarCRM to PipelineDeals: Make Migration a Breeze with Automated Solution

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SugarCRM to PipelineDeals: Make Migration a Breeze with Automated Solution

Using CRM systems to simplify and improve various business processes is common practice nowadays. However, the choice of the fitting tool to work with may be a complicated matter, for there is a variety of solutions on the market. Undoubtedly, each platform has its benefits and downsides. Therefore it is necessary to consider the decision carefully and look for that perfect balance; that will fit your business.

SugarCRM and PipelineDeals are both among the most outstanding solutions available. However, it is possible, that one may suit you better than the other. If such is the case, and you are considering SugarCRM to PipelineDeals migration, keep reading this article and learn a few reasons to perform a switch along with the tutorial on how to do it flawlessly.

SugarCRM and PipelineDeals Compared

SugarCRM is a well-known open source system with some advantages and robust functions. It can be successfully used by organizations of all sizes and industries due to its highly customizable UI and Workflow. Despite all the benefits of this platform, there are a few stumbling blocks, which force users to lean towards a different solution. Some of them include:

  • Low user adoption rates due to a somewhat steep learning curve;
  • Resource-consuming upgrades;
  • Long-term contracts with obligatory fees.

PipelineDeals, on the other hand, is famous for its ease of use and minimal customization necessary. It introduces a convenient drag and drops option that allows users to tailor the interface to their needs in a matter of minutes. A nice addition to the standard functionality is numerous integration options - you can sync the system with MailChimp, Google, Facebook, Twitter, etc. Finally, this CRM solution is more affordable than SugarCRM, which often seals the deal for those, considering a switch.

Instructive Guide for Carefree SugarCRM to PipelineDeals Migration

Migration between various CRM solutions can often turn into a real nightmare. Because the CRM systems usually operate large quantities of data and are subjected to heavy customization, both simple import from CSV files and manual migration will most likely result in data corruption or loss. An alternative solution, offering safe and simple switch is Trujay, automated migration service, specifically designed to help companies overcome data transfer pitfalls. Here is a step-by-step guide on how the service functions.

Step 1. Create an account at app.trujay.com/user/register or register with one of the available social networks.

register

Step 2. Choose your source CRM (SugarCRM) and provide your CRM URL along with login and password.

Step 3. Select the target platform (PipelineDeals) and specify your API key.

 

Step 4. Select the migration options and start your free demo transfer to make sure the service functions properly.

Note, during the demo migration the service, will only migrate up to 10 records from each field you selected, and restore the relations between them.

 

Step 5. Check the demo results and, if you are content with the outcome, proceed to the full SugarCRM to PipelineDeals migration.

All in all, Trujay can simplify the migration procedure greatly, and save you quite a bit of time and money. Don’t wait any longer, try free Demo Migration now!

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