Guided Self-Service CRM Data Migration: You're Not on Your Own

In a recent discovery, customers are too nervous to use the Self-Service tool but believe it’s right for their use case. We’re here to clear the air and tell you that just because it says “self-service” does not mean you have to do it alone.

 

The process of doing a CRM data migration isn’t typically something that is automated, especially if you have lots of [complex] data. And yet, Trujay is one of the few companies that has created a software that does exactly that. The Guided Service can be triggered at any time during the Self-Service Migration process.

 

If you kick off the migration on your own but get stuck on mapping, we can jump in and guide you from that exact point. If you’d like us to do the whole thing for you, we’ll take the lead from start to finish.