How difficult is the migration of CRM to Pipedrive?
Thinking about migrating your CRM to Pipedrive? Check how much effort the whole process needs and what 3 options you have.
If your CRM isn't your best friend, it's time for a CRM switch. Let's dive into what it entails and how it works.
How Fast Is To Switch CRM's?
Your CRM should be your best friend. Helping your business to move forward, not hold it back. But what happens when it doesn't? Then it’s time for a CRM switch. What exactly does that mean? How long does it take? What should you prepare for? Let's find out!
5 reasons for switching CRM
There are many reasons for a CRM switch, but we listed the 5 most common reasons down below for you. If you find yourself struggling with some of these, you should probably get ready for a CRM switch. It’s not a shame.
- Price
- Poor support from your CRM provider
- Too difficult or complex
- Outgrown CRM and lack of features
- No integrations, no fun
Let's look at the individual reasons for a CRM switch in detail.
Price
When it comes to price, ask yourself one question. Does the price for your CRM match what you get from the CRM? Maybe you're paying too much and getting limited features or have to costly adjust them to your needs. Or you are getting too many features, so many that you can’t use them effectively. One way or another, neither situation is ideal.
Poor support from your CRM provider
If you feel your CRM is troubling you, tell your provider – they should be there for you day and night. Doesn't matter if you are calling for help via phone, message, email or chatbot. CRM without proper support is inevitably doomed and will cause you only suffering.
Too difficult or complex
We all want a powerful but not overpowering CRM that will boost our business. But when the user experience is frustrating and your employees complain about useless agenda, there is definitely something wrong. Using a CRM should be a joy.
Outgrown CRM and lack of features
Your CRM may have been overpowering years ago, but you grew and now it is not keeping up with your pace. If your current CRM is slowing your growth, isn’t the time to cut-off the sandbags and let your balloon soar higher?
No integrations, no fun
Having a powerful CRM is great. But having a powerful CRM that you can easily connect to all powerful apps and softwares is much better. Integrations are a deal breaker, especially those you don’t have to hardcode on your own. Customize your CRM via built-in plugins and squeez maximum out of its full potential.
💭 Wondering what integrations should your CRM offer? Take a look at these top HubSpot integrations for inspiration.
Source: HubSpot
How fast is to switch CRM's
What is a perfect migration? The one where business runs smoothly as usual, only people log out from the old system in the evening and next morning log in the new CRM. The whole process must be planned carefully avoiding all unnecessarily painful risks. And yes, you are right, this can’t be done with a snap of the fingers. Follow our CRM Migration checklist to stay on the right track.
CRM migration is a great opportunity to clean data, optimize processes and educate users. To make it properly, it can take a week or several months. It all depends on the size and complexity of your data and on the experience of your team with migration. Basically you have 3 options:
- Migrate on your own – everything is up to you and based on the skills of your team with both CRM systems. It can be quick success, or lengthy catastrophe. But it will be probably cheap as you will use only native migration tools and CSV files.
- Use 3rd party tools – you can migrate a little bit faster with automated tools. They will cost something, but their advance options for migration might come in handy
- Human-assisted migration with professionals – Ask professional for help and migrate with all the benefits. Autoarti helps clients not only to migrate data, but adding also deduplication, process optimization, back-ups, onboardings and other services to ensure that CRM switch will help your business performance, not destroy it.
Let us help you with CRM migration. It’s our specialty and we are happy to answer any questions or doubts you may have.
What are phases of successful CRM migration
As we said earlier, the speed and quality of the whole operation depends on the way you choose. Each CRM migration depends on precise synchronization, so when we migrate CRM systems for our clients, we follow straightforward steps and as you can see, CRM migration can take from 3 to 5 weeks:
- Initial analysis (3 days)
In this step we discuss and analyse what you, as our client want and what is the best way our team can help you.
- Process optimization and mapping preparation (3 to 10 days)
This step is all about planning, so everything goes as smoothly as possible.
- Export and import test to debug accounts (5 to 10 days)
It’s also called delta migration and it’s done as a test to discover all things that might cause problems when importing the complete database.
- Final migration (2 to 5 days)
In this step we are finalising all the work and we are closely coming to a happy end!
- Modification, tuning (5 days)
We are perfectionists, so this step is all about cosmetic adjustments to ensure that the CRM migration is flawless.
- Sales & Marketing teams onboarding to HubSpot CRM (5 days)
Hooray! The migration is complete and we are introducing your entire team to the new CRM system.
How to choose the right CRM for your business
If you are thinking about CRM migration, you are probably researching all CRM's on the market. But before that, you should first clarify these points. They will definitely help you choose the right CRM for your business:
- Think about where your business needs a help and how CRM could help with that
A good CRM can get a lot of work done. Basically, what we mean is that if your business is struggling, maybe a CRM could help you solve it. For one thing, a good CRM with powerful features can help you generate new leads and increase sales. Secondly, a CRM can save you a lot of time by automating repetitive but necessary tasks. So, know exactly your pain points and see if CRM can cure them.
- Identify what you don't like in your current CRM
This point is crucial. Imagine you migrate to a new CRM and after a few months find out that same things you didn't like before annoys you again. It's essential to find and define what you don't like in your current CRM.
Source: freepik
- Find out who in your company uses the CRM the most
Some people in your company probably use CRM more than others. Find out who they are and what they need. Before deciding for a new CRM, ask them if the features in the new system will suit them better.
- Find out what features are your employees using the most
You probably want people in your company to use the CRM actively, otherwise it doesn't make sense to have it. Ask everyone what features and functions they like and dislike in the current CRM. Ask them what they dream about and make sure they will find it in the new system.
In a nutshell
If you are not happy with your current CRM, you will soon or later come to a decision – it’s time for a CRM switch. Usually businesses decide to go through the CRM migration if they are struggling with:
- Price
- Poor support from the CRM provider
- Too difficult or complex CRM
- Weak CRM with limited features
- Lack of integrations
If you find your business struggling with some point listed above, get yourself ready for the CRM switch! The whole process is definitely not done with a snap of the fingers and it can take a week, but also several months.
If you want a smooth CRM migration that won’t threat business performance, decide whether you can do it on your own, with a help of 3rd party tools or you need to get professionals onboard for this challenging task.
Autoarti specializes in CRM migrations, so don't hesitate to contact us and let's schedule a quick meeting where we can discuss our next steps!
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