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Salesforce to SuiteCRM Migration: The Whys and Hows

Data2CRM Salesforce to SuiteCRM The Whys and Wherefores is a reputable CRM software that offers its users efficient tools and features for a smooth business running. This software provides its users with only 4 on-demand editions: SuiteCRM is an open-source software, that offers business owners robust functionality and professional features set. This CRM has both on-premise editions (100% Free) and on-demand ($10 user/month) solution. Group - $25 user/month Professional - $65 user/month SuiteCRM MAX SuiteCRM Service Enterprise - $125 user/month Ultimate - $250 user/month SuiteCRM Sales Salesforce CRM vs SuiteCRM: Features Comparison On-Demand On-Premise & On-Demand Real-time updates on contacts, accounts, opportunities and documents Up-to-date contacts, accounts, opportunities, leads management Analytics, forecasting and track possibilities Analytics and forecasting Consolidate account history, customer communications, view details about deals and sales Full-view dashboards and reporting of each stage of any business deal Manage and track campaigns across multiple channels Multi-channel campaigns, online collaboration, document sharing, and web-to-lead forms Email and calendars synchronization Email, calendars and 3rd-party tools integration Respond to leads from mobile devices Responsive design and mobile access Advanced Workflow ! Available in Salesforce Enterprise and Unlimited editions Multi-channel workflow ! Available in all SuiteCRM editions Customer portal and knowledge base Customer portal, knowledge base and world-class support Data2CRM Wish to migrate your business data from Salesforce to SuiteCRM? Data2CRM is an innovative solution for automated CRM migration. This web-based service enables you to save significant time and efforts migrating from Salesforce to SuiteCRM with no business disruption. What Can be Migrated? Accounts (Contact details and related data) Contacts 103 (Information about people in company) Tasks (Assigned activities to the company workers associated with the peculiar Relations Data2CRM save the relations among account (member of), contact (account name, reposts to), task (related to) opportunity (account name) customers) Opportunities VO (Information about business deals with clients or companies) Users A (All workers who have access to the CRM and work with it) Leads (Data about an individual or organization taken from marketing campaigns) Pre-Migration Tips Post-Migration Tips Test your new SuiteCRM software Assign role permissions to CRM users Backup your Salesforce CRM Step-by-Step Salesforce to SuiteCRM Conversion 1. Go to and create your account. 2. Select your Salesforce CRM type from the drop-down menu. Allow Data2CRM access to your data. 3. Provide your SuiteCRM details (URL, login and password) 4. Select additional preferences. Up to 10 items of each module will be migrated for you to evaluate the transfer process. 5. Set up free demo migration and evaluate the service in progress. 6. Start Full Salesforce to SuiteCRM migration. Usually, it takes a couple of hours, depending on quantity of your CRM items. Why Data2CRM? • Fully Automated and Hands-off No Additional Installations • Guaranteed Data Privacy Intuitive Migration Wizard • 100% Uptime of Current CRM • During & Post Migration Support Stay Tuned with Data2CRM You Tube Design by: Data2CRM Sources:

Salesforce to SuiteCRM Migration: The Whys and Hows

shared by Data2CRM on Dec 22
Wish to move from Salesforce to SuiteCRM? With the help of this infographic, you will migrate your CRM data in a fast, accurate and secure way.




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