The audio version
CRM is changing the way we do business.
CRM solutions have dramatically changed the interaction between business and consumer, and collecting data has become an increasingly important task.
In this article, you’ll explore Why to migrate, Where to migrate, and How to migrate, using the common example of migrating from Insightly to Highrise.
Many users don’t want to switch to new CRM because they have invested so much in their current solution.
However, those who did switch found that the benefits they received were worth making the transition.
Take a closer look at what signals it’s time to switch solutions.
- Poor customer support
The CRM vendor is not giving you enough help. You and your staff require appropriate and in-depth preparation when implementing a CRM program. This is why choosing a CRM provider that can offer hands-on, immersive training and support is imperative.
Furthermore, if anything goes wrong, you need to be confident you can contact the vendor and quickly get support. Technological problems shouldn’t prevent you from managing your business.
No one likes to spend a lot of time typing in forms of contact details. Sirius Decisions found that the average sales agent spends just 18% of their time interacting with clients. That’s only 7.2 hours a week, which leads to the question: what do they do the other 32.8 hours?
The fundamental functionality must be intuitive. According to SalesLoft, 72% of CRM users would gladly trade all the additional features of CRM for a more user-friendly CRM.
- High cost
Prices rise over time, especially with system updates. This may be because an administrator leaves the company. Consequently, one person can leave with a lot of useful information.
- Difficult to learn
It’s not always a good thing to be too complex. Companies can frequently overestimate their needs in terms of the various CRM functions. Most of the features are either not being used or unnecessarily.
The complexity of CRM is the number one reason why companies are dissatisfied with their CRM system and think about moving to another system.
- Outdated system
It is a well-known fact that technology develops continuously. An upgraded CRM framework is paramount. By having relevant data and a concrete structure for your client, you make your workflow more efficient and time-saving.
Where to Migrate?
Trujay is a CRM data migration and integration solution that provides a reliable, efficient, and cost-effective service to companies of all sizes.
Trujay offers different services such as Self-Service Migrations, Custom Migrations, CRM Data Integrations, Onboarding, CRM migration insurance, and others.
Trujay has over 20 years of industry experience and offers a free sample migration for 20+ of the most popular CRM platforms. So, take advantage of:
- Trujay’s Self-Service Migration Wizard
With Trujay’s Self-Service Migration, users are able to proceed with the migration process for free and without any risks.
You can transfer a limited amount of data just to evaluate the results and the process itself. No technical skills are needed to use the software and we do not ask your credit card information.
- Variety of budget packages
- Multi-lingual interface (English, French, German, and Spanish)
- Security of data
- All-around support
How to Migrate?
1.Visit Trujay’s Self-Service Wizard for the migration from Insightly to Highrise
- Select the needed CRM platform type from the drop-down menu
- Provide your Insightly API Token and click the “Test Connection” button
2. Enter your Highrise API Token, URL, and click the “Test Connection” button.
3. Click the ‘Fields Mapping’ button to set up the fields you want to migrate from Insightly to Highrise. If you’re satisfied with everything, click ‘Free Sample Migration’.
4. Check your sample results after the sample migration from Insightly to Highrise is complete. If you’re satisfied, click the “Start Full Migration” button.
Note: If you want to change your fields, click the “Change Fields Mapping” button. You can rerun the sample as many times as you need at no cost.
After the migration:
When the migration from Insightly to Highrise is complete, make sure you:
- Check if the records are transferred to the correct placement
- Look to see if the relations between transferred items are properly restored
- Create personalized workflow rules
- Modify the filters for reporting tools
Another way of migration from Insightly to Highrise 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.
Now you know that the migration process from Insightly to Highrise isn’t so difficult, especially with Trujay’s service.
Wondering what to expect with Trujay’s migration? Download our free handbook.