For when you’re not looking to complete a data migration on your own. Use our self-service tool under the guidance of a CRM data expert.
An account manager will meet with you to review the mappings, and thereafter will conduct testing and the full migration for you using our self-service product. This will take up less time on your end and ultimately is less expensive than a custom migration.
We can come on and guide you while you’re mapping your fields, or do the whole thing for you from start to finish. If you feel like you can map objects on your own but need assistance thereafter, we can jump in at any point and guide you through the rest. If you choose to have us complete the entire self-service for you, you’ll see the entire process done via screen share.
The Guided Self-Service Migration is an optional service on top of your full migration. So, if you wanted to complete a CRM data migration through our self-service tool, you can request a Guided Migration Service on top of it to help you complete the project.
The Guided Self-Service Migration is an optional service on top of your full migration. So, if you wanted to complete a CRM data migration through our self-service tool, you can request a Guided Migration Service on top of it to help you complete the project.