Recensioni su MigrateMyCRM

Simple and easy to use

Commenti: I was looking for a way to switch my current CRM Pipedrive to Dynamics as we had a good offer and it gives better functionality in MS ecosystem. However importing previous info to Dynamics is rather nightmare as it is a bulky SW. IMCRM made it essentially few clicks migration, which was a blessing and worth the money in the end.

Aspetti positivi:

Simplicity and stratigh forward process.

Aspetti negativi:

Pricing was a bit expensive, however in a long run, we will save few hundreds.

Great product, even better customer service

Commenti: We migrated legacy data, contacts, notes & email strings from Highrise to Hubspot.

Aspetti positivi:

Easy to test/sample & use, customer support was amazing. I asked a ton of questions and received an enormous amount of support, before I even paid a penny. That level of support, answers to questions and more, gave me a lot of confidence in using Trujay to migrate from Highrise to Hubspot. Data migration is stressful, lots of fields and custom variables to map out, but Trujay made it all so easy that my stress was not warranted.

Aspetti negativi:

No fault of Trujay software, but there are some quirks when adding contacts to Hubspot via API that I had to discover, reconfigure data and redo the merge. e.g. Source company data must have URL in strict format (no trailing slash)

Poor communications coupled with incomplete migration

Aspetti positivi:

As the old adage goes, don't pick on price. They are cheap. They beat other on price and seemed fine to start with.

Aspetti negativi:

Lots and lots of back and forth, took ages to complete and then after completion tell me that files on CRM records arent migrated, basically making the migration null and void. Having got to this point they make no effort to fix and tell me its our fault

Overall my experience was very good. I got what I needed and expected

Aspetti positivi:

Fair value. Addressed problems and issues. Never felt like they were going to leave me hanging or the job 1/2 done. Initially, there were some issues with the import including HTML coding in the notes. I was glad - and surprised to see they could fix this after the fact. NICE JOB!

Aspetti negativi:

No real cons. It took a while to get things going and clearly understand the process, however, once we were moving forward they were responsive.

Amazing!

Commenti: Converting data from one CRM to another.

Aspetti positivi:

Migrating data can be tricking Data2CRM is both easy to use, accurate and the support when you need it is fantastic! I can't say enough positive things about the experience. I've used them twice.

Aspetti negativi:

Nothing. I really don't have anything negative to say.

Certainly the best solution have used in decades. 100% automated data migration.

Aspetti positivi:

Ease of data migration and standby technical support. Option to see the data field mapping and your input decision before the automated migration begins.

Great tool and great service

Aspetti positivi:

A migration between CRM is a very painful process, you want to make sure that your sales teams is not going to lose critical information in the process badly affecting their results. With Trujay I planned my migration myself and they were ready to help me when I couldn't figure some parts out myself. The represenative was very helpful and friendly. Overall a great experience for a migration which use to keep me up at night !

Aspetti negativi:

Honestly nothing, it does one job and it does it well !

I was pleasantly surprised throughout the process.

Commenti: We saved a lot of time and money.

Aspetti positivi:

It does exactly what it says it will do! The team made it extremely easy for us! If we were to have done this ourselves it would have been a headache and cost a lot more money.

Aspetti negativi:

The only improvement I could see is having a preview of the data in the mapping tool. That way you wouldn't have to reference back to different fields in the CRM.

Very responsive customer service. Worked through any issues I had and made sure I was 100% satisfied

Aspetti positivi:

Support staff was very accommodating, and even allowed me to correct and error via API after the migration was completed.

Aspetti negativi:

The mapping template was very confusing to me. However I will say Data2CRM turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.

Exhaustive migration of a complex CRM database

Commenti: Exhaustive migration of our CRM database

Aspetti positivi:

The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information since a long period.

Aspetti negativi:

Nothing in particular. As it is a custom migration, perhaps the delay to understand the meaning of each field.

Data2CRM: PipeDrive to Salesforce conversion made easy

Aspetti positivi:

I've implemented or re-implemented Salesforce.com 6 times to support my sales teams as a sales leader, not a systems integration pro. My current company had been using PipeDrive for a few years, which has its own advantages but was not keeping up with our needs as the company grew selling B2B SaaS solutions with an Account Based Marketing approach. I tried using Import Wizard and DataLoader.io, but the biggest challenge was getting the historical info out of PipeDrive. After spending too much time in Excel VLOOKUP hell, our CTO recommended we look at Data2CRM. After the free sample conversion I was convinced it was able to do the full historical conversion faster and better than the old school method I had tried and used before. It's the right tool for the job!

Aspetti negativi:

We had some conversion stoppages, including hitting Salesforce API limits. This is undocumented on both sides, and we needed to expand our agreement with Salesforce to accommodate 10k/day APIs. I'd suggest including expanded conversion API use into SF negotiations. We had a couple of other stoppages, but the support team was able to work through them. The other thing we realized is that PipeDrive, or at least the mapping, doesn't seem to export projected close dates, so the pipeline defaulted to the end of the previous month (December 31 in our case). Also, open tasks defaulted to "completed" status, and notes were assigned to me as the Admin rather than the Account, Opportunity or Contact owner. I'm still trying to rectify that in SF.

Unbeatable service with data accuracy to match!

Commenti: The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress free and simple. Good service is hard to come by in business, especially when you are trialling or sampling software. She was not interested in trying to make me purchase, she helped me navigate the software so I could see the power of how it worked - that made my buy!! highly recommend

Aspetti positivi:

This software is a pleasure to work with, very simple, elegant & user friendly. The accuracy in the data migration is spot on.

Aspetti negativi:

It's hard to find anything I'm not happy with

Complicated Migration from old CRM to Zoho

Commenti: I am very pleased with our experience with Trujay. They helped us complete a very complex migration from Act! crm to Zoho crm. We needed to break out highly customized contact records into numerous different modules within Zoho then dedup redundant records. This would have been INCREDIBLY difficult on our own. They were able to perform this migration for us and were even able to recover all of our history records - something that no other provider was able to do. This was a project that no other companies wanted to take on and Trujay dove in and tackled it. They also stood by their work and made sure that everything was in good shape.

Aspetti positivi:

Software is very powerful Allows for complex migration options In certain situations, it is the only option for migrating certain data types

Aspetti negativi:

None, the turnaround was pretty long, but it was a very complex migration and it was initiated right around when COVID-19 started to spread like wildfire.

great work

Aspetti positivi:

worked fast, migration was smooth. good customer service. Overall- very pleased

Aspetti negativi:

everything was fine. Great work. Thank you

Incredible Customer service, probably Insightly's fault but too many holes in data transfer

Commenti: Pro:
- My Customer service rep was outstanding. Always helping me to understand what was going on. She deserves much praise and recognition at Data2CRM.
- The team seemed thorough in what they were capable of migrating.
- What was migrated seemed to move well. Operative word 'was'. Cons:
What they were capable of migrating which was disappointingly less than I had hoped. I should have been better in asking the correct questions but here is some of what did not transfer - contact titles, contact tags, contact social data fields Organization tags, Organization social data. Insightly will say some of that would transfer using a CSV file but Data2CRM says it was not transferable via API. Overall:
I would recommend Data2CRM and I would also recommend Insightly work closer with Data2CRM to make data transfer complete.

Powerful solution and outstanding support

Commenti: Smooth and easy

Aspetti positivi:

Ease of use, comprehensiveness of elements migrated, price, support. Exceptionnal support from [SENSITIVE CONTENT] and the team. Very few times had I experienced such a detailed level of support. I knew trujay was the solution for migrating from SF > HS but their level of support is just outstanding.

Aspetti negativi:

None, everything was smooth and all required elements were perfectly migrated, including "Similar Companies" in migration Salesforce > Hubspot.

Migration Made Easy!!!

Commenti: Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn't even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!

Migrating CRM data from SF to Capsule

Aspetti positivi:

Their matching system/interface for matching the CRM fields is easy to use and straight forward even for someone who does not necessarily have a background in the technical aspects of CRM migrations. If there are any issues during the migration, their support team is also extremely responsive and friendly.

Aspetti negativi:

I think the software/website could do a little more to explain in simple language how the process works and why errors occur.

Good quality work and great customer support

Commenti: Trujay migrated our data from ZOHO CRM to HubSpot. They were very responsive and did the best they could to meet our desired objective. At some point they did a little extra to deliver the expected work (like working over weekend to meet our deadline). The final delivery was exactly as we expected

Aspetti positivi:

Customer support service. Team dedication to deliver quality work

Aspetti negativi:

There were too many errors but Trujay team fixed them all. It just took a little longer than expected.

Great friendly, helpful and comprehensive service

Commenti: The team were very helpful with our migration from Hubspot to Salesforce. There was a lot of data to move and the team were careful to understand what we wanted and support us through the migration. They were quick to respond and get the migration done on time as planned.

Migrations are tough. TruJay helped smooth the process.

Aspetti positivi:

Overall good experience. The team was professional and was very responsive to our requests.

Aspetti negativi:

The timeline extended a bit longer than we initially planned on, but we understand that we had a pretty complicated migration so we appreciate the level of communication between the teams.

Couldn't be happier! Software worked great. Support was AMAZING! So easy to use. 100% Satisfied!

Aspetti positivi:

Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!

Aspetti negativi:

I could have used a migration guide in pdf. I think there was one but when I tried to download it it said the link was broken. Could have been on my end.

Great Service, Great Support

Commenti: Great company, great support. They continued to stay in touch with us throughout the migration process and after. Thank You

Aspetti positivi:

Easy To use Quick Migration

I can't fault them!!! They were brilliant from beginning to end.

Commenti: It was a one off data migration. We benefited with a 100% delivery and the price was very good value for money

Aspetti positivi:

Customer service, price, accuracy, attention to detail, and the few minor issues that needed resolving were done so quickly and efficiently... I'm very impressed This was for a SalesForce to HubSpot migration.

Easy migration with fantastic support

Commenti: I'm glad we chose Data2CRM. They managed nearly everything for us and always supported quickly when we had questions. Migration took around two weeks - and now we can start with Insightly, our new CRM solution. I'm satisfied and want to thank Lucy and Alex for their patient support!