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Best Practices, Limitations,  Options, and More...

Zendesk Sell to

monday CRM migration

Zendesk Sell to monday crm migration

What are my options for

converting Zendesk Sell to monday CRM?

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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.

Estimate your Zendesk Sell database 

Option 1

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]

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Option 2

Guided Support

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.

 

Option 3

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.

 

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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.

Try it for free

pro

Pro

This option is still a level of DIY, which makes it a lower cost and the timeline is your own.  Plus most of the Zendesk Sell to monday CRM migration tools are connected to  almost all of the standard objects you would want to migrate (emails, attachments, notes, products, calls, etc.)

cons

Con

If you choose to handle the task yourself, it is important to seek guidance. Moving into a new system and redesigning from scratch can be challenging, especially without the support of familiar logic and functionality. Take a moment to explore if there are professional services available to provide assistance if you encounter any obstacles.

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.

Contact us     Try it for free

pro

Pro 

Migrating to a new system or platform can be a risky endeavor, especially if you lack experience or knowledge in the specific migration process. Guided support minimizes the risk by providing you with expert guidance at each step, ensuring that you follow the correct procedures and avoid common pitfalls.

cons

Con 

With guided support, you may experience less control over the migration process than a self-guided approach. The migration experts may utilize their own methodologies and frameworks, which may not precisely align with your specific requirements or preferences.

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.

Discuss with Migration Expert    

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Pro 

A custom migration allows you to truly customize:   filter, move objects to different objects, merge data, de-duplicate, etc.  The burden of the migration and integrity of the data will remain intact and not opened up to risk as the data migration partner will/should be data experts.  Some businesses can get caught up in migrating their own data for 6 months!  You can find a data migration partner who can do it in 2-4 weeks, depending on your complexity.

cons

Con 

This option will cost more as you are paying for professional services.  To thwart this, find a data migration partner who uses their own tools to automate a lot of the migration, therefor will have lower costs, lower human effort.

FAQs

Knowledge Base

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.

Included:

  • 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).

For example:

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. 

What are my options?

Data cleansing

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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.

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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.

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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.

Estimate your Zendesk Sell database 

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De-Duplicating

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.

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Bad or Outdated Contacts

Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (hello@trujay.com or support@trujay.com). From there you can mark and remove those and these costs are pretty minimal as well.

Ryan+McConville

“Great service with even greater customer service”

“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“

Ryan McConville

- President Marketing & Advertising at Kargo

Kargo
John+Kelleher

“Trustworthy, effective and straight talking”

“Trujay are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“

John Kelleher

- Chief Executive at ESM Inbound

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Alex+Gaudelet

“Great experience for a migration which use to keep me up at night”

“A migration between CRMs is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“

Alexandre Gaudelet

- CEO at Hospitality Firm

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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.

Start Free Sample Migration

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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.

Contact us    Try it for free