Best Practices, Limitations, Options, and More...
Zendesk Sell to
monday CRM migration
What are my options for
converting Zendesk Sell to monday CRM?
Are you considering migrating from Zendesk Sell to monday sales CRM? Trujay offers a highly customizable and flexible approach to help you smoothly transition your data, empowering your business with the advanced capabilities of monday CRM.
With Trujay's data migration application and professional services, you have three migration options available, ensuring a hassle-free and efficient migration process. In this article, we will explore the benefits of migrating from Zendesk Sell to monday CRM and how Trujay can assist you in this transformative journey.
Trujay offers flexible migration options to cater to the diverse needs of its customers. Let's take a closer look at the three migration options available:
- Self-Service Data Migration
- Guided Support
- Custom Data Migration
Let's take a closer look at each option and see how they enable a seamless migration from Zendesk Sell to monday CRM.
Self-Service Data Migration
At Trujay, we aim to empower businesses and individuals with a seamless and user-friendly solution for self-service data migration. We strive to make data transitions between different systems effortless, allowing users to harness the full potential of new CRM platforms without the hassle of complex migration processes.
[Related Article: Top 10 Features of Trujay's Data Migration Wizard]
By choosing guided support migration with Trujay, you will gain access to a team of experienced migration specialists who will provide personalized assistance throughout the entire migration process. They will closely collaborate with you to fully comprehend your specific requirements, evaluate your data, and develop a customized Zendesk Sell to monday CRM migration plan that is perfectly tailored to your needs.
Custom Data Migration
In addition, Trujay offers exclusive custom data migration services that cater to specific migration requirements not covered by their self-service or guided support options. With custom data migration, you can expect a personalized approach that addresses your unique data migration needs, whether it involves transferring data between complex systems, managing large data volumes, or handling specialized data structures.
Option 1: Self-Service Data Migration
Trujay's self-service data migration app, available at app.trujay.com, empowers you to migrate your data independently. With prices ranging from $199 to $1,999, this cost-effective option puts you in control of the migration process. The timeline for completion is typically just a few days, allowing you to swiftly transition to monday CRM. Whether you have Contacts, Accounts, or Opportunities in Zendesk Sell, Trujay's self-service migration app ensures accurate mapping of your data to "Boards," "Groups," and "Items" within monday CRM.
Free Sample Migration Demo Video
Option 2: Guided Support
Trujay's guided support option provides expert assistance throughout the migration journey. A member of our professional services team will guide you through 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 leveraging 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, our 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 Zendesk Sell 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?
Zendesk Sell to monday CRM: Objects
Zendesk Sell follows a classic data structure, including Contacts, Accounts, and Opportunities. With monday CRM's complete customization capabilities, Trujay excels at mapping these data objects from Zendesk Sell and seamlessly transforming them into corresponding "Boards," "Groups," and "Items" within monday CRM.
This enables you to maintain the continuity of your customer relationships and sales processes while unlocking the flexibility and adaptability offered by monday CRM.
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.
Embracing Customization and Flexibility
As businesses move away from simplistic functionality, Zendesk Sell users are increasingly seeking centralized databases that align with their marketing, operations, and other CRM-related functions. By migrating to monday CRM, you gain access to a highly customizable platform that can be tailored to your specific business needs. Trujay's data migration application and professional services teams are equipped to guide you through this transition, ensuring a seamless migration process and maximizing the potential of monday CRM.
You have options
To wrap up
Migrating from Zendesk Sell to monday sales CRM opens up a world of possibilities for your business. Trujay's data migration application and professional services offer a flexible and customizable approach to help you smoothly transition your data. 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 limitations and embrace the advanced features and adaptability of monday CRM with Trujay as your trusted migration partner. Take the leap today and unlock the full potential of your CRM journey with monday CRM and Trujay.