Trujay

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.

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

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)

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.