CRM Notes Migration: Data2CRM Cosmic Update
Data2CRM, an automated migration service, reveals thrilling updates: CRM notes transfer and improved mechanism of Demo Migration. From now on, business owners may seamlessly switch CRM notes automatedly together with the leads, accounts, contacts, opportunities, users, and tasks.
Ternopil 46000, Ukraine, November 12, 2015 (Newswire.com) - Today, Data2CRM migration service heralds the significant step ahead in the field of CRM data switch: automated migration of notes and improved Demo Migration process.
In order to simplify the process of switching from one platform to another, Data2CRM offers a straightforward way to migrate a bunch of notes in an automated way.This feature is available during the transfer across the following platforms: SugarCRM, SuiteCRM, Salesforce, Insightly.
Benefits of Enhanced Demo Migration Mechanism
Apart from notes migration, Data2CRM has improved the Demo Migration process in general. Since now, during test Demo CRM user may evaluate the transfer of default modules like accounts, contacts, opportunities, leads, tasks, notes, as well as see how the service preserves the relations between the records.
So, Demo Migration looks like the following:
Data2CRM treats accounts as a basic entity for migration and the automated service switches up to 5 records from existing CRM platform to the new one. Accordingly, all the contacts (up to 25) and opportunities (up to 100) are transferring with the relations to accounts.
Additionally, during Demo Migration leads, tasks are also transferred in a fully automated mode.
By and large, Data2CRM tries to keep up with the newest developments, and migration of notes together with improved demo transferring are not the last updates on the road. In the nearest future three options are waiting to be released:
CRM data deduplication
Pipedrive and
Capsule CRM migration support.
About Data2CRM
Data2CRM is an online migration service, created for precise and swift CRM data switch between numerous CRM solutions. This service is constructed for an effortless and accurate migration of contacts, leads, accounts, opportunities, tasks, user to the desired CRM system in a completely automated way.
Media contact
Data2CRM
Ternopil, Ukraine
www.data2crm.com/migration
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