How to Migrate from Capsule to Salesforce Remotely

Aiming to enhance your business and better your team’s performance is essential. To do this, there’s no better way than with a comprehensive CRM solution. Let’s take a look at the main aspects of a Capsule to Salesforce migration.

Why Salesforce?

When looking into a new CRM platform, you’ll typically evaluate its features, benefits, and pricing models. Salesforce has several advantages.

• Organization of customers’ information

One of the biggest advantages of the Salesforce system is the quality and quantity of the information it retrieves. You can find every individual’s account, contact details, tasks, events,  cooperation history, and lead opportunities, all in one place. 

• Mobility and connection with social media

Salesforce has a mobile application so you can keep your business and team connected on-the-go. You can also keep in touch with your customers through social networks like Linkedin, YouTube, Facebook or Twitter.

• Time management

Having all the necessary customer information and planning resources, you can easily organize your workflow for various accounts. This means you are able to prioritize work for all your clients.

• Artificial intelligence

Salesforce Einstein makes predictions and recommendations from all your data, based on your specific work processes. With AI, your business is more productive and yielding happy customers. 

• Team collaboration

Salesforce lets you communicate with the other team members with ease. The “Chatter” feature allows you to talk with coworkers about work-related information. You can add different team members to accounts or opportunities that need special attention to achieve common goals. 

• Analytics

With an Analytics tool, you are able to get insights and recommendations by analyzing both Salesforce and non-Salesforce data. You can use custom-built dashboards, customizable templates, or third-party apps. 

Tips Before You Migrate to Salesforce

Go through these three steps for a smooth and successful transfer of your data:

• Organize your records

Look at the structure of your data. Get rid of unnecessary items you won’t use in your future platform. This helps focus on the needed information after the transition.

• Get secured

Create a backup and retain it even after the migration from Capsule to Salesforce is finished. This way, you can eliminate any possible data loss.

• Notify your team

Provide your employees with essential information about the changes and benefits of the new CRM platform and arrange informative meetings and training courses.

Migrate from Capsule to Salesforce with Trujay’s Self Service Wizard

Trujay’s Self-Service tool lets you try the system to see if it’s a good fit by launching a free sample migration. Follow the steps described below:

1. Visit Trujay’s Self-Service Wizard

2. Select your existing and future CRMs from the drop-down list 

• Log into your account or register a new one 
• Provide all the needed credentials (the platform’s URL and API token)
• Log in via social network accounts or as Salesforce’s user
• Click the “Authorize” button to confirm your connection to Salesforce

3. Click the ‘Fields Mapping’ button to set up the fields you want to migrate from Capsule to Salesforce. If everything is right, click ‘Free Sample Migration’.

4. Check your sample output. In case you’re satisfied, click the “Start Full Migration” button. 

Note: If you want to change your mapping fields, click “Change Fields Mapping”; you can rerun the sample as many times as you need at no cost.

Post-Migration Tips

When the migration from Capsule to Salesforce is complete, use these post-migration suggestions:

• Check out if the records are transferred to the proper fields
• Look at the relations between transferred items
• Create personalized workflow rules
• Set up the filters for reporting tools
• Teach your employees how to use a new platform

Another way of migration from Capsule to Salesforce is GUIDED SELF-SERVICE MIGRATION. What is it?

So now you know how the self-service tool works. If you don’t want to use the self-service tool on your own or think that you can’t do this properly, we are here to help you!

Our GUIDED Migration Service allows you to simply pay for 5 hours of technical support and 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. 

We’re always ready 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!). For more details on our Guided Service, check out this page.

Summing Up

Now you know the main aspects of migrating data from Capsule to Salesforce. You can achieve your goals faster with a more distinct and advantageous framework.  Wondering what to expect with Trujay’s migration? Download our free handbook.

Proceed with your free Sample Data Migration today. If you have any questions or are looking for a custom migration, feel free to contact our experts.