Valuable Asset for Straightforward Insightly to Bitrix24 Migration [Tutorial]

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Valuable Asset for Straightforward Insightly to Bitrix24 Migration [Tutorial]

Key ingredients of a flourishing company are quality service, effective data, and processes management, as well as teamwork that is constantly increasing productivity. CRM solutions help businesses in achieving immediate and long-term targets.

Cases of CRM Handiness

Digitalization enforces new laws of the multi-channel approach to business running. As a result, responsive marketing and prolific sales require a bird-eye view of prospect information, interests and needs. So, CRM abilities to integrate with social media, segmentation option and detailed and customizable analytics serve as a powerful leverage in advancing company ROI along with customer relationships.

Insightly vs. Bitrix24: Unparalleled Blend of Practical and Striving Options

Amid the vast range of on-demand solution, Insightly and Bitrix24 draw the attention of business owners with their effective and competitive toolsets for a cost-effective price. However, there are no two similar CRM platforms. So, let’s figure out how Bitrix24 prevails and why vendors move from Insightly to Bitrix24.

    • Along with creating a Bitrix24 account, you acquire a company intranet that has far more functions for outstanding performance than a CRM system.
    • With this solution, you can easily manage your leads, contacts, companies and accounts.
    • Automation optimizes the baselines processes, employee activities, as well as enhances monitoring the tasks and goalposts fulfillment. Besides, you can send emails and make phone calls, as well as video calls, directly from Bitrix24.
    • Accurate data interpretation is available via reporting option and tracking the status of your deals can be seen on a sales funnel at a glance.
    • Bitrix24 invokes the team spirit among your employees using built-in chatter and document sharing.
    • The solution also has a scope for integration and supports a mobile app.

Bitrix24 is a full-featured CRM with numerous options for improvement business performance, as well as advancing strategy. In case, this cloud solution suits your demands, and you consider about migration, make sure that you are already prepared for such an innovation.

Thoughtful Activities for Favorable Accomplishment

Before switching your data from Insightly to Bitrix24, you should inspect your front-line processes and define records for further monitoring. All your information should be reviewed for duplicates and empty fields. Don’t neglect the golden backup rule of a permanently updated database. The next step is CRM migration. You can import your records in spreadsheets or hire a web developer for coding script, but it will take a lot of time and money. Another beneficial option is an automated service Trujay that may migrate your data in few hours without side interference or existing system downtime.

Clear Guidelines on Insightly to Bitrix24 Data Migration

Step 1.

Go to Bitrix24 application directory and install Trujay plugin on your Bitrix account.

1-Install-Bitrix24-application

Step 2.

Choose your Insightly CRM and provide your API key.

Step 3.

Select your Bitrix24 CRM from a drop-down menu and provide your URL.

Step 4.

Pick out CRM modules you want to transfer (accounts, contacts, tasks, opportunities and leads). Set up a free Demo Migration. During this procedure, Trujay will switch a limited amount of items of each specified entity.

 

Step 5.

If you are satisfied with demo results, start your full Insightly to Bitrix24

Considerations don’t grow your ROI, as well as harboring doubts about automated migration. So, run a free Demo and evaluate Trujay work in action.

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