Best Practices, Limitations, Options, and More...
Salesforce to Pipedrive Migration
What are my options for
converting Salesforce to Pipedrive?
So you've decided to switch your old CRM to Pipedrive... If you are looking for options for how to do it quickly, conveniently and correctly, then Trujay is exactly what you need. We want to help you do everything right and we think first of all about the result. In this article, we will be honest with you and tell you about all the pros and cons of these methods.
In any case, data migration is not easy. Of course, you can ask the supplier for help. But this can be disadvantageous because the vendor is focused on the CRM functionality itself and the implementation, not on data migration.
Keep in mind, the CRM vendor is trying to activate you as quickly as possible, so make sure you have a migration resource lined up and you feel comfortable there (pricing, timeline, involvement, etc) prior to signing with them. You need to consider gathering resources of your own or using another tool/professional services.
You need this if you have basic object data and there are not many of them. Only then will you be able to cope on your own.
A wizard import tool or
There are a few data migration tools from Salesforce to Pipedrive out there on the market that provide direct API to API migration functionality.
A custom migration
This option will take the entire lift and process off your plate and you can focus on training and configuring Pipedrive.
Option 1: Migrating myself and using the CRM vendor’s import tool
If you have complex objects and a lot of them, it will be difficult to do the mapping yourself without losing data. You will need robust tools that are built for these associations and complexities.
Option 2: Migrating with a wizard import tool or an integration tool
There are a few data migration tools out there on the market that provide direct API to API migration functionality. There are also middleware or iPaaS (integration platform as a service) tools that you can use as well.
We recommend you tools that are specifically designed for data migration because they are easier for you to use. You only pay for the features you need. This tool is reliable enough because it creates fields specifically for you. This will save you a lot of time.
Trujay has a data migration wizard app and even an additional option with guided support to ensure your mapping, testing, QA, delta migration goes smoothly. With it, your Salesforce to Pipedrive data migration will become much easier.
With Trujay's wizard, you can run as many free random samples as you like. Each sample run will delete the previous one, so don't worry about duplicate data. The idea is to keep playing with the mapping until you get sample data that displays exactly how you want it to.
Free Sample Migration Demo Video
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: A custom migration
We consider this option the best. This takes all the lifting and process out of your hands, so you can focus on learning and configuring Pipedrive, which is critical to you and your business processes. The professionals know Salesforce and Pipedrive like the back of their hand and will ensure a smooth transition and save you endless hours.
This option is the most valuable in our opinion, because trying to adopt Pipedrive on your own and not optimizing all of its features can slow down the investment you are making. Time to value with your investment in Pipedrive is key if your true ambition with your business is growth.
What is a Sample Migration?
Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.
You can change options and rerun the sample migration as many times as you need.
How does Free Sample work?
During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.
What happens after the Sample Migration is complete?
Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.
What is a Guided Migration?
A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you.
This is an excellent option for people that need an extra layer of support with their migration.
- Everything in Wizard
- Customer Success Manager
- Mapping Verification
- Quality Assurance
- 1 - 2 Week Delivery
What is a Record?
A Record is the data item that exists in the CRM's system
- 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
- 1 record = one entity of CRM data (no matter what type is it).
Your current CRM possesses:
- 1 account
- 2 tasks
- 3 emails
- 2 notes.
In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.
What is a Delta Migration?
A delta migration is the final migration performed during your custom migration process.
It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch.
You can clean up the data yourself in the Salesforce 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?
Salesforce to Pipedrive: Objects
|Salesforce Objects||Pipedrive Objects|
|Calls (Tasks)||➜||Activities (Calls)|
|Meetings (Events)||➜||Activities (Meetings)|
|Opportunity Product||➜||Deal Products|
|Tasks||➜||Activities (Tasks, Deadlines, Emails, Lunches etc)|
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, the choice is yours. Analyze your capabilities, time, budget, etc. You will be able to find a suitable option for yourself.
Keep in mind that if you want to migrate Salesforce to Pipedrive on your own, having some support or a resource with some experience can only help you. The help of a mentor never hurts. So you will work faster, more productively and be able to use all the capabilities of Pipedrive to the fullest.
If you ever would like to discuss your conversion between Salesforce to Pipedrive, please feel free to contact us here for a quick call.