Why, Where and How to Change CRM Software?

Why, Where and How to Change CRM Software

Why Change CRM?

Poor customer support The CRM vendor doesn’t offer you appropriate assistance.

It is important to select a CRM provider that can give hands-on, comprehensive training and support.

Why do folks change their CRM system?

CRM data is inaccurate A high degree of manual data entry Duplicate data in various formats A lack of clean data protocols, such as audits or deduplication Employee apathy to CRM data

Time-consuming The basic functionality needs to be automatic. 72% of CRM users will happily swap all of CRM’s extra functionality for a more user-friendly CRM, according to SalesLoft.

High cost Over time, prices increase, especially with system updates. This may be because an administrator is leaving the organization.

Why do folks change their CRM system?

Difficult to learn Companies may also overestimate their expectations about the various CRM functions. Most of the apps either are not used or are redundant.

Outdated system An upgraded CRM system is of utmost importance. You make the process more effective and time-saving by providing the necessary data and a structured framework for your client.

Where to change your CRM

Trujay Trujay is a service for the migration and integration of CRM data. It supplies companies of all sizes with secure, productive, and costeffective services.

Trujay has over 20 years of experience in the industry and provides automated migration for more than 30 of the most popular CRM systems. Trujay offers a selfservice migration, where you can do data migration on your own or with guided help from our team.

Trujay’s Self-Service Migration Wizard

Benefits of Self-Service: Variety of budget packages Multi-lingual interface (English, French, German, and Spanish) Security of data All-around support Possibility of migrating to 30 of the most popular CRM solutions on the market Migration insurance Price-estimator

Guided Migration Service

If you’re unsatisfied with the results of your sample migration or were confused by object mapping, we have something called the Guided Self-Service Migration.

Our Guided Service provides you with an account manager to review the migration and focus on your needs. We can come on and guide you while you’re mapping your fields, or do the whole thing for you from start to finish.

How to Change Your CRM

1. Provide your current and future CRMs details. First, you have to visit the Wizard and start free sample migration. Choose your existing and new CRMs from the drop-down menus and provide the required credentials.

2. Email Confirmation. Confirm your email address to receive a notification about the sample and result file.

3. Launch Free Sample migration. Just click the “Start Sample” button. For first-timers, data fields will be mapped automatically using the most common logic. If you want to change field mapping according to your business requirements, click the “Customize Mapping” button.

4. Evaluate Sample migration results. If you are satisfied with the results, you may proceed with full migration. Simply click “Add Funds to Start Full Migration”.If you want to change specific mapping fields click the “Change Fields Mapping” button.

5. Objects Selection and Mapping Configuration. You can check/uncheck the required objects. Also, to review and customize the mapping for these objects, click “Change fields mapping optional”. You can re-run your free Sample migration and change mapping fields as many times as you wish at no cost.

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