Introduction: Solve360 to Insightly: Bridge Over Migration Hurdles

By Data2CRM
About: Data2CRM is an automated CRM migration service which is developed to migrate data across different CRM platforms. Using this service, your CRM import will be as seamless as possible.

Nowadays it is quite difficult to find a company that builds its performance and copes with piles of data without CRM solution. Effectiveness of baseline processes and enabling customized product and fast service are the main clues to business success.

Step 1: Measure the Usage of Your CRM

Obviously, the functionality of your solution influences on the daily routine of your employees and, therefore, defines the productivity growth. Even platform with a comprehensive and intuitive user interface may be neglected, so make sure that your staff enters the records and all updates into the system. Such activities waste investments in CRM and decrease the business ROI. In case, your managers avoid CRM applying to their work, you can set up company policy that will deprive employees of bonuses.

Step 2: Ins and Outs of CRM Change

Changes are inevitable parts of personal and business life. Virtually, all vendors spare a lot of time comparing their solutions to more advanced and sophisticated. Regardless of the company size and industry, the reasons for CRM migration are common. Here are several of them.

  • growing cost of licenses and maintenance fees
  • outdated functionality
  • restricted customization and integration
  • low data quality
  • lack of analytic option declining user adoption levels

Step 3: Solve360 Vs Insightly: Solution for Achieving the Extending Success

Currently, companies give preference to CRM hosted in the cloud due to their extended functionality and quick access to the database. Solve360 and Insightly are the popular solutions among SMBs owners, yet some vendors migrate from Solve360 to Insightly due to

  • affordable and comprehensive pricing policy
  • intuitive UI and quick user adoption that reduces ROI of CRM
  • contact and project management for effective administration
  • built-in option of records linking
  • web-forms for capturing more leads
  • multi-channel approach to marketing, sales and service performance
  • room for system improvement and integration

As you can see, Insightly is a full-featured solution that may help you improve your business without overinvestments.

Step 4: Tips for CRM Initiative Setting Up

In case, you are willing to move to Insightly, you should draw up a plan of your CRM rolling out project. Review your database and check it for duplicates, missing fields and inaccurate or incomplete records. Backup your data. Before setting up Solve360 to Insightly, take the advantage of a trial version of desired CRM and explore its modules and abilities.

Step 5: Solve360 to Insightly Migration Means

Data transfer may be accomplished in several ways. You can hire a freelancer who will import your records via CSV or Excel files. This process is quite long, and you have no guarantee in a proficiency. Another method is coding script, yet it requires programming skills. Also, you can hire a web developer for this tasks whose services are quite expensive. If you want to save time and spare your budget, you may use the automated migration service. For instance, it can be Data2CRM that excludes importing, coding and has no impact on system uptime. Additionally, you can run a free demo and see it in action.

Step 6: Begin at the Right End

When you have proceeded with your Solve360 to Insightly migration, you should to the following things for ensuring successful start:

  • add users and set up access permissions
  • create workflows and define conditions for reports
  • integrate your system with third-party add-ons and synchronize with mailboxes
  • conduct staff trainings

Migration is a complex procedure with a lot of pitfalls. Yet, if you establish a detailed plan and stick to it, your CRM switch will go without a hitch.