Data2CRM is a unique product and service for helping companies manage their data from different sources into an online CRM. By migrating their data from simple sources to an online CRM, they are able to take advantage and enjoy the full benefits of the system. It is a secure and automated process that manages the complex transferring of customer data from different categories such as accounts, contacts, opportunities and others. It also has an API that allows users to interact with multiple CRMs and extend the functionality to other business process, service or industry.
Features, Benefits, Strengths
- Support for Multiple CRM Systems – Data2CRM can work with more than 65 sources of data. These includes simple sources such as CSV and Excel, but also full CRM systems such as Microsoft Dynamics, Oracle Siebel, Salesforce and SAP. Users are given a list of supported modules and records that they may migrate into another system. Modules can include data for users, leads, contacts, accounts, emails, tasks, attachments, and many more. Thus, users can move data from and to any of these supported CRM software.
- Automated Migration – Migrating data from one source or system to another includes only a few steps. The automated migration wizard keeps it simple for users. They only have to sign up for an account either by email or social media account. Users then select their current data source or CRM from the list, and specify the future CRM also from the list. Users can choose the modules to migrate, which include the relationships between accounts, contacts, tasks and opportunities. Moreover, they can map records by selecting available options, in case data fields differ between the two CRM systems. Users can also skip the migration of a particular field. A custom migration service is also available, where technical experts take into consideration customer’s particular requests for smooth migration.
- Unified API – Data2CRM also offers a unified API that integrates and interacts with 17 CRM platforms. It requires a single integration development, but allows users to interact with multiple CRMs. Supported CRMs include Bitrix24, Bpm’online, Highrise, Insightly, Microsoft Dynamics, Salesforce, SugarCRM, Zoho CRM, and more. The API also extends functionality and interaction of the CRM to other business processes such as project management, survey tools, document management, inventory software, and many more.
Data2CRM offers custom migration and API development services, depending on the type of data sources or CRMs to be used or to be interacted with. For instance, migration from Excel to Salesforce will be different from migration from Hubspot to SugarCRM. Another factor of pricing is the number of records to migrate. Interested users can get an estimate from their page. They can also request a quote for their API requirements.
Social Network Presence
Data2CRM is for any business or company that wants to manage their customer data better with the use of any of the supported CRM systems.
Some of their Clients
Clients include Computronix, MasteryManager.com, CDSM UK, 404Media, Vsource, Netsapiens, and Unsere-Medizintechnik.
Raja Abbas stated that he was thankful that the Data2CRM team continued to stay in touch with them throughout the migration process, and even after.
Diane Carroll stated that they were given an affordable solution. She also stated that they were told of the timetable in advance, and the job was completed on time. Customer support was also very responsive.
Tom Coleman described the tool as very simple and easy to use. The migration took only minutes, done in the background, saving their company 7 days’ worth of manpower.
Data2CRM is a very useful and handy tool/service for companies who need to migrate or manage their customer data better. It is automated, accurate and secure. There is no downtime of the current CRM, and technical support is available during and post migration. Therefore, companies do not have to keep their current system if it no longer works for them. They can simply migrate and even use an API that allows systems to work for them in support of their business, and not the other way around.
Data2CRM is a product/service of MagneticOne, a software development company with headquarters in Ternopil, Ukraine and a customer management office in San Diego, CA, USA. The company was founded in 2001 by Ruslan Savchyshyn, who is also its Director. It started as a company offering website development and SEO. Today, it has several products and services, with thousands of customers all over the world. The company remains focused on its people, its customers, and the highest emphasis on the quality of their products.