Bitrix24 to Salesforce Migration: Make an Easy Switch

Schedule a call
Home | Blog |
Bitrix24 to Salesforce Migration: Make an Easy Switch
by Anastasiia Dyshkant

Bitrix24 to Salesforce Migration: Make an Easy Switch

 

A modern company’s model needs strong, dynamic, and cost-effective software to maintain a competitive advantage against business competitiveness. The right CRM will ensure consistency in the reliability of its effects on the daily processes, thus increasing the sales team’s efficiency more smoothly.

 

Let’s first compare the platforms’ original features and discover the main steps of the data import from Bitrix24 to Salesforce.

 

 

Bitrix24 vs. Salesforce

 

Both solutions represent the effective CRM systems, yet Bitrix24 targets small companies, and Salesforce concentrating on the enterprises. Both systems accommodate companies of various sizes, and the features vary.

 

 

Bitrix24 

 

 

  • Convenient and intuitive interface 

 

The different activities (notes, emails, tasks, meetings, and phone calls) can be conveniently initiated from a single location on any item right in the network.

 

 

  • The effective sales funnel

 

It offers you the immediate account of current transactions and their respective phases. The software lets you get limitless sales pipelines and build multiple sales funnels for different products or services.

 

 

  • Personalized invoices

 

You may select the correct Contact or Lead, and the Bitrix24 customer data automatically inserts into an invoice, enabling annual invoices. 

 

 

  • Free web form builder 

 

The builder generates customizable forms. They follow the rules, post submissions of redirects, product catalogs, and online payments. Depending on the chosen settings, the data provided through these forms end up as leads, contacts, companies, deals, quotes, or invoices.

 

 

Salesforce 

 

 

  • Efficient visual workflow 

 

It enables users with designing and automating the company processes with drag-and-drop simplicity. Using flexible approvals, you will achieve profitability to offer promotions, investments, etc.

 

 

  • Partner management 

 

Partner management lets you create a partner network with a group of partners. You can contact channel partners directly to discuss priorities and plans in a safe place. You will have the ability to hire, train, and support indirect selling platforms to improve your client’s involvement.

 

 

  • Lightning dialer 

 

This feature allows you to call the customers in just one click and take notes in real-time. Inside Salesforce, you will receive the calls directly and analyze the data from the prospect to get ready for any communication.

 

 

  • Territory management 

 

Territory management provides the opportunity to build several territorial templates, preview them before launch, and continuously refine and align territories. A Run Rules option also means that you can implement rules for individual regions without losing the hierarchy sense.

 

 

Bitrix24 vs. Salesforce: Price Matters

 

In terms of costs, Bitrix24 is a more affordable platform. It includes a 30-day free trial and an open plan for starter business tools, after which pricing is as follows:

 

Special Plans:

 

  • Start+: $24/month for 2 users
  • CRM+: $69/month for 6 users
  • Project+: $69/month for 24 users

 

Business Plans:

 

  • Standard: $99/month
  • Professional: $199/month

 

Salesforce comprises more plans to choose from and offers four paid editions:

 

  • SalesforceIQ CRM Starter ($25 per user per month)
  • Lightning Professional ($75 per user per month)
  • Lightning  Enterprise ($150per user per month)
  • Lightning Ultimate ($300 per user per month)

 

Notably, if you are a big company that is continually changing, then Salesforce is your alternative. Although Bitrix24 provides an efficient collection of features at a lower price, Salesforce offers more comprehensive functionality and a wide variety of configuration and customization choices. So, to move the CRM records from Bitrix24 to Salesforce, follow the next steps to efficiently perform the data import.

 

 

How to Migrate Data from Bitrix24 to Salesforce 

  

With Trujay’s Self-Service Migration, users can first proceed with a free sample to test out the system. You can transfer a limited amount of data to evaluate the results and the process itself. No risk of your data’s integrity and no credit card required. 

 

 

 Benefits of Trujay’s Self-Service Tool: 

 

  • Multi-lingual interface (English, French, German, and Spanish)
  • Security of data

 

Go through the before-migration checklist, and perform the several steps to complete the CRM data import:

 

  1. Create your Data2CRM by Trujay account at app.data2crm.com.

2. Select your Bitrix24 CRM and provide your URL. In case you aren’t signed in, you will be redirected to log in.

bitrix24 to salesforce

 

3. Then, choose Salesforce and permit access by clicking the ‘Allow’ button.

4. Choose CRM modules you want to migrate from Bitrix24 to Salesforce, map the modules, and run a free Sample Migration.

mapping users

 

5. If you are satisfied with the sample results, you can proceed with the CRM data import.

 

sample results file

 

Note: You can re-run your free sample migration and change field mapping as many times as you wish at no cost.

 

After you’ve completed a sample migration, you’ll contact our experts at support@trujay.com and request a Guided Migration

 

An account manager will meet with you to review the mappings, and after that will conduct testing and the full migration for you using our self-service product. This will take up less time on your end and ultimately is less expensive than a custom migration.

 

 

 

Post-Migration Activities

 

  • Ensure that all objects are in the right places 
  • Test if the relationships between the records are in their correct places 
  • Arrange all the different analytics filters 
  • Set up custom workflow rules
  • Provide training courses for employees 

 

 

Conclusion

 

Bitrix24 and Salesforce are potent tools that can strengthen team coordination, improve business processes, and increase revenues. Nonetheless, if you’re a rapidly evolving and growing company, your way out is to move from Bitrix24 to Salesforce. Take all of the above details into account, transfer CRM data with Trujay, and open new horizons for your business.