Migration to Salesforce with Trujay Wizard [Video Inside]
When the CRM you use at the moment cannot satisfy the business requirements, achieve the desired goals, or because of any other reason, it’s time to change your platform to another one. According to recent statistics, Salesforce is one of the leading systems in the CRM market. It can enable you with a wide range of features to level-up communication with customers, improve sales, upgrade the level of the team performance, build a robust ecosystem within your company, etc. So, if you want to join a family of Salesforce users, check out how to do it using Trujay Wizard for Salesforce Migration.
What is the Migration Wizard?
It’s a tool for data migration/import across various CRM platforms. Wizard for Salesforce Migration makes transfer ease like 1-2-3. All you need to do is provide your CRM credentials and map the data fields. No need to install the software. No human mistakes.
What does Trujay Migration Wizard do?
Wizard is a product that enables you to provide both import and export CRM more than 50 data objects. For example, you can use Trujay Wizard for Salesforce Migration to import accounts, attachments, calls, cases, comments, contacts, emails, events, leads, notes, opportunities, posts, products, tags, tasks.
Take a look at a short video about How to Migrate Salesforce data using Trujay wizard.
Migration to Salesforce in a few steps
1. Visit Wizard, choose your source CRM/CSV or Excel files and log in (if required). Then select Salesforce as target CRM and press Authorize. Enter your email and press "Start sample migration"
2. Check out the results you've got. If it is satisfying, proceed with full import to Salesforce.
If you wish to, map data field by yourself and re-launch Sample import as many times as needed for free.
Also, you are free to start online chat or schedule a call with experts to get help.
What our users say about us
How Sales and Marketing can use this?
Trujay Wizard will help your Sales and Marketing teams to save time by migrating business information with preserved relations automatically. You and your team won't have to transfer the records on your own wasting time and efforts. Instead, you can manage other important business processes while the service migrates the data.
Who Can Use Wizard for Salesforce Migration?
Trujay does not require having any technical knowledge or specific/programming skills, so the service works for everyone with no exceptions.
When Trujay is Available
The service is available 24/7. Means you can use Wizard at any time.
Trujay holds a discount on Salesforce migration. Means using Wizard for Salesforce Migration right now you can save up to 20% of your migration budget.
You may find Wizard at app.trujay.com
Take advantage of automated migration service Trujay.
Do not waste your time, launch migration to Salesforce using Sample Migration to transfer a part of business information for free.