Best Practices, Limitations, Options, and More...
monday CRM migration
What are my options for
converting Freshsales to monday CRM?
Are you looking to migrate from Freshsales to monday sales CRM? Trujay's highly customizable and flexible approach can help you seamlessly transition your data while unlocking the full potential of monday CRM. With Trujay's data migration application and professional services, you have three migration options to choose from, ensuring a smooth and efficient migration process. In this article, we will explore the benefits of migrating from Freshsales to monday CRM and how Trujay can assist you in this transformative journey.
Trujay offers three migration options to accommodate your specific needs. Let's explore each option and see how they enable a hassle-free migration from Freshsales to monday CRM:
Self-Service Data Migration
Trujay is dedicated to empowering businesses and individuals through the provision of a smooth and user-friendly self-service solution for data migration. Our ultimate goal is to facilitate seamless data transitions between different systems, allowing users to fully harness the potential of new CRM platforms without the hassle of complex migration processes.
[Related Article: Top 10 Features of Trujay's Data Migration Wizard]
Discover the benefits of guided support migration with Trujay, where our dedicated team of migration specialists is here to provide personalized assistance at every step. Our knowledgeable experts will closely collaborate with you to fully understand your specific requirements, thoroughly analyze your data, and develop a customized migration plan from Freshsales to monday CRM that perfectly aligns with your unique needs.
Custom Data Migration
Additionally, Trujay offers personalized data migration services to meet specific migration needs that may not be addressed by their self-service or guided support options. With custom data migration, you will receive a customized approach to accommodate your unique data migration requirements, whether it entails transferring data between intricate systems, managing large data volumes, or handling specialized data structures.
Option 1: Self-Service Data Migration
With Trujay's self-service data migration app available at app.trujay.com, you can migrate your data independently. This cost-effective option, with prices ranging from $199 to $1,999, empowers you to control the migration process. The timeline for completion is just a few days, allowing you to swiftly transition to monday CRM. Whether you have Contacts, Accounts, or Opportunities, Trujay's self-service migration app ensures accurate mapping of your Freshsales data to "Boards," "Groups," and "Items" within monday CRM.
Free Sample Migration Demo Video
Option 2: Guided Support
Trujay's guided support option provides you with expert assistance throughout the migration journey. A professional services team member will join you in the data migration wizard, ensuring seamless mapping and testing for a successful transition. Priced between $1,499 and $2,599, this option offers dedicated support to streamline your migration process. The typical timeline for completion is usually one to one and a half weeks, allowing you to quickly start utilizing the advanced features of monday CRM.
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: Custom Data Migration
For a comprehensive and fully managed migration experience, Trujay's custom data migration service is the ideal choice. With prices ranging from $2,500 to $6,000, the Trujay team handles the entire migration process for you. From initial planning to execution, their experts ensure a successful transition within a timeline of approximately three weeks. This option frees up your resources, allowing you to focus on core business activities while Trujay's skilled professionals handle the intricate aspects of the migration.
You can clean up the data yourself in the Freshsales 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 monday CRM, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with monday CRM’s segmenting tools. Create the filters or custom views and then delete!
What are my options?
Freshsales to monday CRM: Objects
Freshsales' classic data structure encompasses Contacts, Accounts, and Opportunities. Leveraging the complete customization capabilities of monday CRM, Trujay's data migration application and professional services teams seamlessly map these data objects to "Boards," "Groups," and "Items" within monday CRM. The flexible and customizable nature of monday CRM allows you to align your data and processes according to your business needs.
Trujay's extensive experience in migrating from Freshsales to monday CRM ensures accurate data mapping and transformation. Their migration application simplifies the process, enabling the smooth transfer of Contacts, Accounts, and Opportunities into the corresponding "Items" and "Boards" within monday CRM. With Trujay's commitment to data integrity, you can trust that your crucial information will be preserved throughout the migration process.
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 (email@example.com or firstname.lastname@example.org). From there you can mark and remove those and these costs are pretty minimal as well.
You have options
To wrap up
Migrating from Freshsales to monday CRM empowers businesses with a highly customizable and flexible CRM solution. Trujay's data migration application and professional services offer a seamless and efficient migration experience, enabling you to harness the full potential of monday CRM.
Whether you choose the self-service option, guided support, or a custom migration, Trujay's expertise and comprehensive tools guarantee a successful transition. Say goodbye to simplistic functionality and embrace the power of "Boards," "Groups," and "Items" within monday sales CRM. Contact Trujay today to embark on your Freshsales to monday CRM migration journey and elevate your business to new heights of productivity and growth.