Just Because it Says “Self-Service” Doesn’t Mean You’re on Your Own

What is it?

Let’s say you try out our self-service tool and decide you’re interested, but the mapping causes confusion, or maybe the technical formatting throws you off. After you complete a sample migration and you’re not satisfied with the results, we have something called the Guided Self-Service Migration. Download our free handbook to get all the details about our Guided Service.

How does it work?

Our self-service tool functions to automate CRM data migration so that you can get it done quickly and with ease. It’s cost-efficient, simple, and has a quick turnaround. If that’s the kind of data migration you want, but you don’t want to do it yourself, we have a solution. After you’ve completed a sample migration, you’ll be able to contact our experts at sales@trujay.com and request a Guided Migration. Or, you can get help right away without having to complete a demo. Just send us an email!

What happens during the Guided Migration?

An account manager will meet with you to review the mappings, and thereafter 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.

Workflow: Is the entire process guided or just parts?

We can come on and guide you while you’re mapping your fields, or do the whole thing for you from start to finish. If you feel like you can map objects on your own but need assistance thereafter, we can jump in at any point and guide you through the rest. If you choose to have us complete the entire self-service for you, you’ll see the entire process done via screen share.

What’s different about the Guided Service?

The Guided Self-Service Migration is an optional service on top of your full migration. So, if you wanted to complete a CRM data migration through our self-service tool, you can request a Guided Migration Service on top of it to help you complete the project.

Pricing: What’s the cost of a Guided Self-Service Migration?

A Guided Self-Service Migration typically takes 3 to 5 hours of technical support, with an hourly rate of $150.00. If more or fewer hours are worked, you’ll be billed accordingly! The cost of our Guided Serice is separate from the cost of the full serviced project. You can estimate your full project using our CRM migration pricing estimator.

What are the benefits of using the Guided Service?

By using our Guided Self-Service Migration, you’ll save a lot more time because we’ll be there to make sure no mistakes are made. You’ll also save money because our Self-Service migration is less than the cost of a custom project.

Guided Self-Service Migration

For when you’re not looking to complete a data migration on your own. Use our self-service tool under the guidance of a CRM data expert.