Difference Between Self-Service and Custom Data Migrations

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Difference Between Self-Service and Custom Data Migrations
by Gabriela Theard

 

 

Trujay is the perfect migration solution. Working with over 30 of the most popular CRMs, our company provides both a self-service platform and custom migration services. 

 

 

But what do you choose when you’re not sure what the differences between the two are? 

 

 

Many of our customers seem to have that question, so we’re here to answer it.

 

 

 

What is the Self-Service Migration Tool?

 

 

Trujay’s Self-Service Migration lets you migrate a sample-sized number of records from your current CRM into your target solution for FREE. This process is practically effortless and requires zero technical knowledge. 

 

 

Yes, you can trial our system to make sure you like it before committing to our services. And no, we do not ask for your credit card information. Let us prove our worth first!

 

 

Now let’s dive into the main features of the Self-Service Tool: 

 

 

 

Migrate to 30 of the most popular CRM solutions on the market

 

 

 

Import your Accounts, Contacts, Leads, Opportunities, Notes, Emails, Attachments, Users, and more to and from CRMs and CSV files. We support and are partnered with CRMs such as HubSpot, Zoho, Pipedrive, and Salesforce. Check out our full list of supported CRMs here

 

 

 

 

Match objects and users

 

 

 

Select the data objects you want to migrate, map the fields and users according to your needs, or create new users.

 

 

 

 

Connect data fields

 

 

 

Make the most of the auto-mapping tool and set up personalized record relationships. You can exclude fields or records that you no longer need.

 

 

 

 

Custom fields

 

 

 

Create custom fields by yourself in your target CRM and use the self-service tool to set up the new mappings. For select CRMs, you can create custom fields directly from the self-service tool.

 

 

 

Migration insurance

 

 

 

You are able to restart the migration over as many times as you need to make any changes by using one of our insurance packages. Read more about our insurance plans here. 

 

 

 

 

Estimate your price

 

 

 

Estimate the cost of your migration. The price depends on the number of records you want to migrate. Calculate the price when you switch to another platform or make a CSV / Excel backup. 

 

 

How does the Self-Service Migration Work?

 

 

  1. Visit Trujay’s Self-Service Tool and choose your source and target CRM platforms from the drop-down menu. Make sure you have active accounts in order to authorize the CRMs and enter all required credentials.

 

 

crm data migration

 

 

2. Modify the objects you want to migrate, change the specific mapping fields on your own, or just proceed with the default mappings.

 

 

 

 

3. Start the free sample migration.

 

 

4. Evaluate the results. If you’re satisfied, choose an insurance plan and begin the full migration. 

 

 

results of data migration

 

 

In case something goes wrong and you want to modify the mappings or change the migration options, click the “Customize Mapping” button. Choose the data fields to migrate and proceed to the sample migration.

 

If you complete a sample migration and you’re not satisfied with the results, keep reading for another popular service we have to accommodate.

 

 

crm data migration

 

Trujay’s GUIDED Self-Service Migration

 

 

Now you know how the Self-Service tool works. But what if you don’t actually want to do it on your own? 

 

 

Just because it says “self-service” doesn’t mean you’re on your own. Our Guided Self-Service Migration allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. 

 

 

In short, we know not everyone wants to do a custom project but feels hesitant about completing a data migration on their own. Once you request for a Guided Service, an account manager will hop on and guide you through the object mapping process, or do the entire migration for you while you watch via screen share. 

 

 

Contact our experts to get help with this. For more details on our Guided Service, check out this page. We’re more than happy to guide you through every step of the self-service tool so that you can feel comfortable and know that you’re doing it right, saving you time and money (and headaches!).

 

 

So… What about the Custom Migration Service?

 

 

Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process. 

 

 

Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features:

 

 

  • Any CRM Platform

 

Using our Custom Migration service, you can safely transfer data to and from any CRM. 

 

 

  • Any objects, requirements, and data sources

 

Transfer any object to the target platform, including custom objects. Our tech team will analyze and correctly format your database. 

 

 

 

  • Any conditions

 

 

 

Our account managers will guide you through the migration process, and our technicians will perform the data migration to satisfy your needs and deliver the desired outcome.

 

 

 

  • Personal approach

 

 

 

A personal account manager will help you to set up the field mapping, will guide you through the entire process, and will answer all of your questions.

 

 

 

  • Pre- and post-migration validation

 

 

 

Our Quality Assurance (QA) department examines the migration results of each object according to a checklist of your specific requirements.

 

 

 

  • All benefits of self-service migration

 

 

 

You will receive all the features of the self-service tool plus a personal approach and other advantages.

 

 

This chart is a quick way to review what makes the Self-Service and Custom Migrations differ and what types of situations call for either.

 

difference between self service and custom migration

 

 

What does a ‘personal approach’ mean?

 

 

The personal approach is aimed at eliminating any possible problems during the CRM migration and ensures to assist you through the transition process. You can:

 

  • Schedule a call and clarify all necessary information about the CRM migration 

 

  • Get an overview of the main steps of your data import

 

  • Get an investigation and analysis of your data migration requirements with the help of our tech team

 

  • Evaluate your CRM migration details and let us launch the Full migration to the desired CRM

 

 

 

Wrap Up

 

 

Trujay offers a wide range of services for companies in all industries. In this article, you found out more about our Self-Service Migration, our Guided Self-Service, and our Custom Migrations. 

 

Below are some helpful resources for you to get started on any of these options: 

 

To begin your free sample migration, visit our Self-Service Tool. After you complete the sample and are interested in a Guided Self-Service Migration, reply to your sample results email or contact support@trujay.com

 

To get started on a custom project, contact our experts. We’re ready to work with you in a timely fashion.