Copper to Pipedrive Migration: It’s Easier Than It Seems
Switching CRMs is a commonality in business. You have to research and choose which one will best fit your needs. Are you struggling to find the perfect CRM solution, and if so, are you having trouble finding the best way to migrate?
Fortunately, we have the answer for you.
With Trujay’s Self-Service Migration, it’s much more comfortable and requires no technical skills. You can migrate your data on your own or try out our Guided Self-Service Migration.
In this article, we’ll dive into the migration process from Copper to Pipedrive. If it’s your case, then read on! If not, you can find out how our tool works with our step-by-step instruction.
Pipedrive as Your Target CRM
Pipedrive is the current leader in our CRM software group and winner of our Expert Choice Award for 2019. In thorough testing of all standard solutions on the market, Pipedrive is one of the best performing CRM and sales pipeline management systems for sole vendors and emerging companies. The comprehensive feature suite provided by the vendor indeed confirms this.
- A user-friendly and efficient overview of the sales pipeline
Your sales team would enjoy the system because it provides a sales pipeline approach. It shows your deals at various ales, levels allowing you to see the team’s success, and check which deals should be prioritized. You will also see the detailed improvements achieved by each sales team member and the offers provided to leads.
- Well-organized lead collection
This device’s minimalist layout encourages the lead’s management, and so do seemingly limitless configuration choices. The system collects contact information using customizable Web Forms, which can be put directly on the user’s website or newsletter, or generated manually in the Settings section. As anticipated, the various CRM and contact management integrations make it possible for the user to import leads from other systems, regardless of their number.
- Ability to select the right activities and deals to concentrate on
That’s why this software is handy for sales professionals, sales managers, and business owners. With Pipedrive, you can customize anything. You may add personalized fields to adjust your sales pipeline process according to your business requirements. You can also turn on and off all modules with just one click.
- Extended customization
With Pipedrive, you can customize it all. It is possible to add personalized fields to adjust your sales pipeline phases according to your business needs. You can also turn on and off whole modules with just one click. When you connect with your customers, you will have access to several modern edit filters to customize posts or share/publish files that you think would be relevant for your colleagues. Group discussions are also available.
You can use mobile applications to pick up your sales pipeline everywhere you go. If you are a tablet user, you can use the app’s portable web edition on your favorite browser. All data is backed up to a separate server in real-time. You may also use this solution to take notes during a meeting or call.
- Timeline View
You can close deals more quickly with the Timeline View app that lets you pick the best deals and events to focus on. Pipedrive is a stable software used by thousands of clients around the world. It provides stable hosting infrastructure as well as regular backups at various locations.
So, as you can see, Pipedrive is offered in 13 languages and all major currencies and some smaller ones. It provides a robust API to allow seamless integration with the other business systems you use. Finally, it is easy to import your current data to Pipedrive or export it to another platform.
Migrate from Cooper to Pipedrive in 5 steps
- To get started with the migration from Capsule to Pipedrive, visit Trujay’s Self-Service Wizard.
- Log into your existing and future CRMs. It will be a Copper and Pipedrive.
3. Afterward, you can choose objects you want to migrate, or you may change the specific mapping fields on your own. To do this, click the ‘Customize Mapping’ button. If everything looks good, click ‘Start Sample.’
4. When the Sample Migration from Copper to Pipedrive is complete, you may evaluate the results. If you’re satisfied, you can launch a full migration.
Note: If something goes wrong and you want to set up mapping on your own or change migration options, click the “Change Fields Mapping” button. Choose data fields to migrate and check individual boxes to migrate your records.
You can re-run your free sample migration and change field mapping as many times as you need at no cost.
- The records have migrated to the correct fields
- Links are correctly restored between transferred items
- Custom workflow rules are created
Trujay’s Guided Self-Service Migration
Another way of migrating from Copper to Pipedrive is our GUIDED SELF-SERVICE MIGRATION.
So now you know how the self-service tool works. If you don’t want to use the self-service tool on your own or think that you can’t do it properly, we are here to help you!
Our Guided Service allows you to simply pay for 5 hours of technical support and have a dedicated, personal account manager discuss your options, guide you through the mapping process, or do the entire Self-Service Migration for you.
We’re always ready to guide you through every step of the self-service tool so that you can feel comfortable and know that you’re doing it right, saving you time and money (and headaches!).
Pipedrive is a great choice to improve your business and increase your revenue. However, migrating to Pipedrive requires good preparation and arrangements.
Make the right decision and use Trujay to migrate the data for you. Leave the milestones of the migration process in the hands of the experts. Download our free handbook to see how it works.