Today, there are many high-quality services that will make this work easier for you. Products, leads, deals, events and other data will be transferred from your old CRM to Close without any problems. Such programs transfer data from one system to another in a matter of hours. It's convenient because the process doesn't require technical knowledge, you don't have to worry about data loss like with a self-migration, and it's cheaper than a customized migration with a specialist. So, this is the golden mean.
The service takes care of the entire data transfer routine: matches employees between systems; gives a clear idea of how and what data to transfer; monitors the security of migration, controls data loss.
With Trujay, access your current and desired CRM systems. Specify the field binding (mapping) and run the migration. Convenient and fast! Trujay’s migration app allows you to run as many free random samples as you want. The migration process is easy to test in action. Trujay will transfer a limited amount of data to your new CRM. To evaluate the process of migrations and the service in operation.
In our opinion, this is the most comfortable and reliable option. Using this path, you can spend time learning and configuring Close right away, rather than worrying about the migration process. This will definitely save you time, nerves, and ensure a smooth transition from Insightly to Close.
Only specialists who deal with data transfer CONSTANTLY can guarantee you a 100% result! Only data transfer experts can make your transition as seamless as possible while allowing you to concentrate on the essential elements of your company.
Having a project manager or CSM guide you through the entire Insightly to Close migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automation, etc. Better yet the project manager/CSM can give you guidance on turning text fields into dropdown fields, so you can report more accurately on the data points you collect.
Conclusion
We hope you have answered all your questions about Insightly to Close migration.
In general, regardless of which CRM system you plan to migrate from, how large your database, applications and connections are, this is an extremely difficult and multi-step process. A good result is when you can freely use the new CRM and you have no desire to use the old one.
And the work must not stop. It is necessary to repeat all business processes, copy entities, reproduce subordination schemes. To do this, there must be a clear algorithm of actions.
So, we told you about the pros and cons of each option, now it's up to you to decide. If you ever would like to discuss your conversion between Insightly to Close, please feel free to contact us here for a quick call.
