Salesforce to Pipedrive CRM migration
We were asked by a construction company to help them with their migration from Salesforce to Pipedrive.
Their organization was changed and new partners appeared. They were using Pipedrive because it was very easy to use via any smartphone or tablet.
Our job was to migrate the process, contacts, accounts, and leads from Salesforce to Pipedrive CRM. Both CRMs have tools for the migration but not all data were automatically migrated and merged.
We helped with setting funnels, pipelines, reports and the integration with email, Mailchimp, and other 3rd party programs. The major work was related to duplicates removal and adding proper scoring, contact owners and sales process stages. We started from their sales process analysis, what was setup in Salesforce, what they used there and the Salesforce to Pipedrive migration and configuration.