MigrateMyCRM Reviews

Easy to test/sample & use, customer support was amazing. I asked a ton of questions and received an enormous amount of support, before I even paid a penny. That level of support, answers to questions and more, gave me a lot of confidence in using Trujay to migrate from Highrise to Hubspot. Data migration is stressful, lots of fields and custom variables to map out, but Trujay made it all so easy that my stress was not warranted.

No fault of Trujay software, but there are some quirks when adding contacts to Hubspot via API that I had to discover, reconfigure data and redo the merge. e.g. Source company data must have URL in strict format (no trailing slash)

I've implemented or re-implemented Salesforce.com 6 times to support my sales teams as a sales leader, not a systems integration pro. My current company had been using PipeDrive for a few years, which has its own advantages but was not keeping up with our needs as the company grew selling B2B SaaS solutions with an Account Based Marketing approach. I tried using Import Wizard and DataLoader.io, but the biggest challenge was getting the historical info out of PipeDrive. After spending too much time in Excel VLOOKUP hell, our CTO recommended we look at Data2CRM. After the free sample conversion I was convinced it was able to do the full historical conversion faster and better than the old school method I had tried and used before. It's the right tool for the job!

We had some conversion stoppages, including hitting Salesforce API limits. This is undocumented on both sides, and we needed to expand our agreement with Salesforce to accommodate 10k/day APIs. I'd suggest including expanded conversion API use into SF negotiations. We had a couple of other stoppages, but the support team was able to work through them. The other thing we realized is that PipeDrive, or at least the mapping, doesn't seem to export projected close dates, so the pipeline defaulted to the end of the previous month (December 31 in our case). Also, open tasks defaulted to "completed" status, and notes were assigned to me as the Admin rather than the Account, Opportunity or Contact owner. I'm still trying to rectify that in SF.

As the old adage goes, don't pick on price. They are cheap. They beat other on price and seemed fine to start with.

Lots and lots of back and forth, took ages to complete and then after completion tell me that files on CRM records arent migrated, basically making the migration null and void. Having got to this point they make no effort to fix and tell me its our fault

Fair value. Addressed problems and issues. Never felt like they were going to leave me hanging or the job 1/2 done. Initially, there were some issues with the import including HTML coding in the notes. I was glad - and surprised to see they could fix this after the fact. NICE JOB!

No real cons. It took a while to get things going and clearly understand the process, however, once we were moving forward they were responsive.

Migrating data can be tricking Data2CRM is both easy to use, accurate and the support when you need it is fantastic! I can't say enough positive things about the experience. I've used them twice.

Nothing. I really don't have anything negative to say.

Ease of data migration and standby technical support.

Option to see the data field mapping and your input decision before the automated migration begins.

A migration between CRM is a very painful process, you want to make sure that your sales teams is not going to lose critical information in the process badly affecting their results. With Trujay I planned my migration myself and they were ready to help me when I couldn't figure some parts out myself. The represenative was very helpful and friendly.

Overall a great experience for a migration which use to keep me up at night !

Honestly nothing, it does one job and it does it well !

It does exactly what it says it will do! The team made it extremely easy for us! If we were to have done this ourselves it would have been a headache and cost a lot more money.

The only improvement I could see is having a preview of the data in the mapping tool. That way you wouldn't have to reference back to different fields in the CRM.

Support staff was very accommodating, and even allowed me to correct and error via API after the migration was completed.

The mapping template was very confusing to me. However I will say Data2CRM turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.

The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information since a long period.

Nothing in particular. As it is a custom migration, perhaps the delay to understand the meaning of each field.

worked fast, migration was smooth. good customer service. Overall- very pleased

everything was fine. Great work. Thank you

Ease of use, comprehensiveness of elements migrated, price, support.

Exceptionnal support from [SENSITIVE CONTENT] and the team. Very few times had I experienced such a detailed level of support. I knew trujay was the solution for migrating from SF > HS but their level of support is just outstanding.

None, everything was smooth and all required elements were perfectly migrated, including "Similar Companies" in migration Salesforce > Hubspot.

Their matching system/interface for matching the CRM fields is easy to use and straight forward even for someone who does not necessarily have a background in the technical aspects of CRM migrations. If there are any issues during the migration, their support team is also extremely responsive and friendly.

I think the software/website could do a little more to explain in simple language how the process works and why errors occur.

Overall good experience. The team was professional and was very responsive to our requests.

The timeline extended a bit longer than we initially planned on, but we understand that we had a pretty complicated migration so we appreciate the level of communication between the teams.

Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!

I could have used a migration guide in pdf. I think there was one but when I tried to download it it said the link was broken. Could have been on my end.

Easy To use
Quick Migration

Customer service, price, accuracy, attention to detail, and the few minor issues that needed resolving were done so quickly and efficiently... I'm very impressed This was for a SalesForce to HubSpot migration.