How To Move From Salesforce To SugarCRM
SugarCRM can handle Big Data Analysis, thereby enabling companies to turn massive data streams into smart data warehouses. CRM refers to customer relationship management, its software playing a critical role in the day-to-day operations of most successful businesses today. Companies of all sizes utilize CRM software to ensure that everything runs according to plan.
Of the CRM software platform possibilities available to you, two of the most popular web-based approaches are Salesforce and SugarCRM. Both enable a company to keep an eye on customer info, sales leads, reports on various projects statues and other analytical information regarding the efficiency of the company’s sales and support teams.
Luckily, moving material from Salesforce to SugarCRM is a fairly straightforward task.
Logging In To Salesforce
Make sure to log into Salesforce with a username/password that will give you administrative privileges. If you’re planning to transfer data away from Salesforce, running into permission or access issues will only prove frustrating. So do your homework to ensure that the entire process moves along as quickly and smoothly as possible.
You’ll be able to find a link for exporting data in the admin section of your Salesforce section. Clicking on this link will give you the ability to start the process of exporting the relevant Salesforce information.
CSV File Format
The format you want your Salesforce files to be converted into is known as CSV. Choose this option and then export the information. This will get the export process started, while turning your Salesforce information into a CSV file.
Make sure you also have admin rights for the SugarCRM account that you log into. You need to be able to have files modified, while also being able to bring in new information.
From the admin section of your SugarCRM page, you should be able to find the link for importing and exporting data. Start importing data, making sure that you have the ability to find and import the CSV file you brought over from Salesforce.
Double clicking your CSV file will get the import process started. Transferring from Salesforce to SugarCRM may take some time, so be sure not to disconnect or sign out of SugarCRM before the process has completed.