Migrating Activities from Salesforce to Sugar
Chances are you've heard of or even used Salesforce. Salesforce is the pioneer of the flourishing cloud-based CRM market. Don't get us wrong; they make a great CRM. The problem is, it's expensive. Really expensive.
If you're tired of having to pay both an arm and a leg for Salesforce, it might be time to give Sugar a try.
Here is a tip to ease your breakup with Salesforce:
In Salesforce, almost everything is a task. In Sugar, you get more context.
This is by far the number one adjustment in migrating to Sugar from Salesforce. In Salesforce most activities regardless of type are created as tasks. Receive a phone call? Task. Send or receive an email? Also a task. General reminder or to-do item? You guessed it, Task.
In Sugar, each interaction is tracked within its list that is displayed when viewing a record. This can be a breath of fresh air if your retinas get tired trying to decipher a lengthy list of task records. Oh, and did we mention that these activity lists are collapsible?
The context Sugar provides is great, but how do you migrate your boring Salesforce tasks to Sugar?
Short answer: Segment them out.
A lot of times Salesforce tasks are mapped with a task type. You can generate reports in Salesforce for each type of task, export them to Excel and then import them into Sugar.
Sometimes, your activity data in Salesforce is more complicated. That’s where we come in. We can quickly extract each of your interactions from Salesforce into segmented lists based on the task type or any other criteria you give us and move it over to Sugar seamlessly.
We can also preserve your meeting attendees, so you don't lose your communication history with each contact.
Your CRM data is a record of your relationship with your clients and prospects; it’s a love story in the making complete with all the relationship details. Without it, you'll forget the steps you took to win them over, and you'll lose touch. Don’t lose touch. Make sure you preserve your communication history.