Being a businessman or woman, it’s essential to be on top of things and be aware of all possible ways to improve your business. The best way to do that? Use highly functional CRM software.
Like most things, a CRM solution can go through normal wear and tear. After using a CRM system for a long period of time, some problems can arise in meeting all the company’s needs.
If that’s the case, it’s high time to migrate your database from one CRM platform to another. In this article, we’ll dive into the migration process from Copper to HubSpot CRM with the help of Trujay.
Brief Overview
Copper CRM (aka ProsperWorks) is a Google-based application that works with G Suite. It integrates easily with Gmail and customizes pipelines and customer management options. One of the main benefits of Copper CRM is real-time reports. Copper has automated actions that allow moving prospects through pipelines effectively.
Copper is an easy-to-use CRM that automates repetitive tasks, stays on top of projects and deadlines, and builds valuable long-lasting relationships. Copper serves more than 10,000 businesses in more than 110 countries.
This CRM software offers its customers a free 14-day trial period. When it finishes, you can choose another subscription plan.
Basic — $19 per user per month
Professional — $49 per user per month
Business — $119 per user per month
The main features of Copper are:
- Gmail Chrome Extension
- G Suite integration
- Android and iOS apps
- Multiple pipelines
- Detailed analytics of sales
- Automated actions
- Email templates
HubSpot CRM focuses on website management more than its competitors and includes well-rounded, useful inbox features.
With the help of HubSpot, you can see what your customers are doing on your site. Your sales team can transform data with ease, bringing minimal changes to already existing workflows.
HubSpot is a Google partner and serves around 70 000 customers around the globe with over 300 apps integrations and helps sales, marketing, and customer service prosper.
The main advantage of HubSpot CRM platform is its price. HubSpot offers a powerful and universal set of sales and marketing tools for free. However, take into consideration that it’s only for basic services, sales, and marketing features. HubSpot Premium works a little differently:
Starter — $50 per user per month
Professional — $800 per user per month
Enterprise — $3200 per user per month.
The main features of HubSpot are:
- Automated updating of customer activities and sales
- Store up to 1 million contacts, deals, tasks and company’s records
- Intuitive and user-friendly design
- Email and pipeline tracking
- Real-time email metrics
- A sales dashboard
- A library of email templates
- Connected to Gmail and Google Apps
- Ability to sort sales notes, emails, contacts, and website visits
The Benefits of Using Trujay for Data Migration
Data Security and Privacy. Trujay complies with GDPR requirements. The company ensures protecting all the information.
Migrate with Ease. Database migration can be done automatically in less time with every bit of information. User has a possibility to restart database migration over.
Data Mapping. You may use a built-in data mapping option and change certain fields mapping in order to meet your business needs.
Various prices to choose from. Trujay will help you to meet all your business requirements and budget limitations. In addition, you may estimate your own migration price.
All-round support. You can rely on Trujay’s support team via emails, phone, and live chats. Experienced tech gurus will analyze and clean out the database when you choose Custom Migration Package.
Multi-language service. Trujay is not only in English but in German, French, and Spanish.
Wide Range of Platforms. Trujay deals with over 30 popular CRMs all over the world.
Sample Migration. Get a free sample migration to see how the platform works. Migrate a limited amount of data with zero risks.
Here’s how you do it:
Migration from Copper to HubSpot Step-by-step
Step 1. Visit Trujay’s Self-Service Wizard to run a free sample migration. Log into your current and new CRM systems from the drop-down menus by filling in all credentials (email, API key and password).
Step 2. After specifying your existing and future CRMs, you can select objects that you want to migrate or you may change the specific mapping fields on your own. Click on the ‘Fields Mapping’ button. If everything is correct, click ‘free sample migration’.
Step 3. When the Sample migration is complete you may evaluate the results. If everything satisfies you, choose an insurance plan and launch a full migration.
If something went wrong and you want to and set up mapping on your own or change migration options, click the “Change fields mapping” button.
Choose data fields to migrate and check certain boxes to migrate your contacts, opportunities, tasks, accounts, leads, and notes together with the related activities.
You can re-run your free sample migration and change mapping fields as many times as you wish for free.
Summing Up
Now you are aware of how automatically you can import your database from Copper to HubSpot CRM. Don’t waste any time and migrate your data already today with Trujay’s Sample Migration.
To get in touch with a Trujay expert, feel free to contact them to schedule a call. For more details on HubSpot migration with Trujay, visit https://hubspot-migration.trujay.com/.
