This article was updated on May 24, 2021.
Trujay is the perfect migration solution. Working with over 30 of the most popular CRMs, our company provides 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 Wizard Migration Tool?
Trujay’s Wizard 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 Wizard:
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.
Create custom fields by yourself in your target CRM and use the Wizard tool to set up the new mappings. For select CRMs, you can create custom fields directly from the Wizard.
You can restart the migration over as many times as you need to make any changes 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 Wizard Migration Work?
- Visit Trujay’s Wizard Tool and choose your source and target CRM platforms from the drop-down menu. Make sure you have active accounts to authorize the CRMs and enter all required credentials.
2. Modify the objects you want to migrate, change the specific mapping fields on your own, or 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.
If 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.
Trujay’s GUIDED Self-Service Migration
Now you know how the Wizard tool works. But what if you don’t actually want to do it on your own?
Just because it says, “self-service” Wizard doesn’t mean you’re on your own. Our Guided Self-Service Migration allows you to 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 Wizard 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:
Using our Custom Migration service, you can safely transfer data to and from any CRM.
Transfer any object to the target platform, including custom objects. Our tech team will analyze and correctly format your database.
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.
A personal account manager will help you set up the field mapping, guide you through the entire process, and 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 the Wizard migration
You will receive all the features of the Wizard tool plus a personal approach and other advantages.
This chart is a quick way to review what makes the Wizard and Custom Migrations differ and what types of situations call for either.
What does a ‘personal approach’ mean?
The personal approach aims to eliminate any possible problems during the CRM migration and ensure 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
Trujay offers a wide range of services for companies in all industries. In this article, you found out more about our Wizard 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 Wizard. After completing the sample and are interested in a Guided Self-Service Migration, reply to your sample results email or contact email@example.com.
To get started on a custom project, contact our experts. We’re ready to work with you in a timely fashion.