What to Expect from A Trujay Data Migration

Trujay aims to help the challenges faced by companies of all sizes, including their sales and marketing teams. 

In the same way that new CRMs are launched, companies evolve. Due to the plethora of CRM platforms we have today and the many options to choose from, it’s likely that you’ll need to migrate your database. 

As companies grow, their current CRM solution may no longer fit their structural needs. Data migration is not an easy process and has a habit of absorbing valuable time and resources, if not done properly.

With Trujay, you’ll be provided the highest security, reliable processes, and work with experts who have over 20 years of industry experience. 

To make the process of Trujay data migration more understandable, we laid out the main processes and milestones. 

Main Options

Let’s take a look at three main options you have when doing a data migration.

1. Perform the data migration process on your own. You export, stage, and import data manually. The main features of this option are:

• No cost
• Many limitations
• Time-consuming

1. Use an online tool like Trujay's Self-Service Wizard that includes a mapping interface and migration software. Characteristics:

• Lowest cost
• Some limitations
• A little bit time-consuming

1. Our tech gurus help customers perform the process from the very beginning till the end. You should only map the fields correctly and verify test data. It’s the most popular option because of data integrity and expert-level guidance. This option is:

• Higher cost 
• Almost no limitations 
• Very low involvement
• Little to no time consumed

Misconceptions

Some people believe that data migrations are a quick transfer of the database from one platform to the next. However, it doesn’t work that way because there is a risk of data mess. 

We know that data can be incredibly knotty and complex. In cases where the datasets are small, the use of objects is simple and custom fields are low. Thus, the process of migration can be quickened. Afterward, you can comply with the migration on your own for the lowest possible cost by using an online Self-Service tool.

How We Get You a Firm Scope?

NDA

By signing a non-disclosure agreement, you’re ensured that your data will be protected and will not be shared. We delete your data from our servers when our transaction is complete. 

Secure access

We send you an encrypted link and we access your dataset through APIs. We can also request a full data backup or request your target credentials to upload on to our server.

Efforts determined

Once we have access, our tech engineers start to determine efforts by analyzing scope and complexity.

Building Your Report: A Qualitative Timeline

Overview

You can see your dataset in a simplified way. For example, used objects, a number of custom fields, and records per object.

Hours billed

The estimation of the timeline and pricing for running the full migration will also be delivered in the report.

Review 

Review what you need to transfer and what you don’t need to migrate. In this way, we can simplify the scope. 

Customize

Let us know if you have other requirements such as filtering, merging, or cleansing any data.  Then we can modify the scope in terms of your timeline.

Proposal Confirmation

When you have confirmed the proposal and scope of work, we provide you with our MSA (Master Service Agreement). The project begins with an introductory call with your personal account manager, who will be assisting you throughout the whole process.

Milestones

• A kickoff call. You and your account manager will have a 30-minute video call and use screen-sharing to take a look at the entire project. 

• Mapping session. Our tech engineers will cache your data, build your mapping interface, and delete or even merge fields.

• Verifying data. Here, we take a subset of data from your database and transfer it into the target solution. This includes the mapping logic and any other custom requests. We will run as many tests as needed. We want to make sure we have it right before moving data in bulk.

• Pushing data. If everything is correct, we’ll begin the full migration. On average, this process takes 1-5 days. 

• Quality check. Our QA team checks whether all the data landed accurately. They check for errors against the mapping as well as the associations between all objects.

• Delta migration. Your company can continue to work in the current CRM during the migration. When you and your team are ready to stop using the source solution, we comply with the delta migration.

Sum Up

We hope this explanation of the process gave you a better understanding of how we perform data migration. For more detailed information, you can refer to the Data Migration Handbook: Your Guide to Our Process. Just enter your name and email and download the free PDF-file with ease.