Best Practices, Limitations, Options, and More...
Capsule to Pipedrive migration
What are my options for
converting Capsule to Pipedrive?
Customer-centric companies need to continuously monitor performance and, if necessary, review existing processes for interacting with customers. Why is this significant? First of all, to maintain relationships with existing customers. Secondly, to determine the vectors for improving the organization, as well as the formation of areas of work with new customers in a changing market.
If the name resonates with you, chances are you're already working with Capsule and are thinking about changing it. It is likely that the installed system does not solve the new tasks of your business and are looking at an upgrade with Pipedrive.
Before you jump right into Pipedrive and purchase, we advise caution on getting the data migration figured out and well planned. If you upload ordinary contacts or accounts, you can use the contractor's services. However, not everything is so simple. Vendors are interested in rapid migration, and therefore will devote less time to your organization, it can be expensive and not so good.
You can do it yourself manually if you have a small amount of information.
A wizard import tool or
There are a number of data migration tools on the market that provide direct API to API migration from Capsule to Pipedrive.
A custom migration
We believe this is one of the most comfortable transitions to Pipedrive. Not that the previous options did it abnormally, but it will take over the whole lifting and handling process and you will be able to focus on learning and configuring Pipedrive.
Option 1: Migrating myself and using the CRM vendor’s import tool
Any company in the process of work accumulates a huge database of customers, contacts, invoices and other business-relevant information. On your own, you will be able to transfer only basic data from Capsule CRM, nothing more. This is a difficult and long process. Too often we have seen customers who bought a new solution and tried to manage the import themselves, used the "native" tools of the CRM contractor, and in the final consequence simply ended up in a mess, with the loss of 1/2 of the data. Before you buy a CRM solution, you need to get comfortable with a plan, partner, or tools to move forward.
Option 2: Migrating with a wizard import tool or an integration tool
There are a number of data migration tools on the market that provide direct API to API migration. One of the excellent solutions is ready-made software for good data transfer between CRM systems. The service transfers data from Capsule CRM to another in a couple of hours.
It does not require technical skills. The result of the work is the rapid migration of data to the new CRM. Products, leads, deals, events, and more will seamlessly migrate from your legacy CRM to Pipedrive.
The data migration wizards on the market built just for data migration purposes are what you should consider in our opinion, as they will be simpler and more straightforward. The main differentiator with these tools you need to look out for, are some will require you to create all the custom fields one by one, which is half the migration and a lot of work/hours. Others, the tool is robust enough to create the custom fields for your, saving you a tremendous amount of time and a lot more valuable. Make sure to check..
Trujay offers a data migration wizard application as well as step-by-step support to ensure your comparison, testing, QA and delta migration goes smoothly. This will make migrating Capsule data to Pipedrive much easier.
The Trujay migration app allows you to run as many free random examples as you want. The goal is to keep experimenting with the comparison until the data samples look exactly the way you want them to. Each example you run will overwrite the previous one, so don't worry about filling up your Pipedrive with sample data.
Free Sample Migration Demo Video
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: A custom migration
So this is the option that defines "do it right". Among our customers, there is not a single one who would regret switching to Pipedrive, this is a specialized trading CRM system with wide functionality, a clear interface and sharp integrations. At very affordable prices. We have developed mechanisms that will make the transition fast, convenient and safe. It is possible without the involvement of programmers, if anything, our cool technical support is in touch.
In a personal migration, you may have a CRM implementation partner who has integrated it into their overall onboarding tactic with you. This option, in our opinion, is especially valuable, because trying to implement Pipedrive on your own and without optimizing all its functions can slow down the investments you make. The payback time of your investment in Pipedrive is critical if your true business goal is growth.
When the project plan administrator guides you through the entire process of migrating from Capsule to Pipedrive, you will have time to think about things like clearing fields/properties, consolidating pipelines or processes, automating, etc. The entrepreneur is constantly looking for better options, changing A CRM system can be easier than endlessly “finishing” the one that is, putting up with the inconvenience and unjustified costs of maintaining it.
You can clean up the data yourself in the Capsule portal. This will require some effort and time on your side, however it will have no additional cost.
You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to Pipedrive, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with Pipedrive’s segmenting tools. Create the filters or custom views and then delete!
What are my options?
Capsule to Pipedrive: Objects
|Capsule Objects||Pipedrive Objects|
|Activities (Calls)||➜||Activities (Calls)|
|Activities (Events)||➜||Activities (Events)|
|Activities (Meetings)||➜||Activities (Meetings)|
|Tasks||➜||Activities (Tasks, Deadlines, Emails, Lunches etc)|
Additional objects will need to be investigated for a Custom Migration
There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (firstname.lastname@example.org or email@example.com). From there you can mark and remove those and these costs are pretty minimal as well.
You have options
To wrap up
So, your choice depends only on you.
This article we went over your options to consider as every business is unique. You might have resources with bandwidth, you might not. You might have resources you can trust the weight of the entire company’s data on to execute the process seamlessly and without data loss, you might not. Hopefully we covered enough options where you will be able to lock a plan into place before you move forward with the CRM vendor of your choosing.
If you ever want to discuss switching from Capsule to Pipedrive, please contact us here for a quick call.