Traditional Migrations vs. SugarCRM’s Jump Start Program
Traditional CRM migrations can be slow, disruptive and costly, often because you need to manually move data from one CRM to the other. SugarCRM’s Jump Start program is different because it uses our in-house technology to automatically sync data in real time.
Zero Downtime Transition
With SugarCRM, your migration happens without interruptions. Our technology runs systems in parallel, meaning your data stays live, and you stay productive while we handle the migration securely and efficiently.
Fast Migration Timeline
The Jump Start program typically completes migrations in two to three months, with smaller projects taking as little as four weeks. Our efficient process reduces risks and provides faster time to value.
“One of the biggest challenges in moving from any CRM is data migration. We’ve built internal tools that automatically evaluate the existing data model in Salesforce and HubSpot, then create a matching SugarCRM instance.”
-Paul Harbach, VP, Services
A Four-Step Migration Process
System Evaluation
We review and assess your current CRM to evaluate its data structure, identify custom fields, and determine requirements for migration to SugarCRM.
Data Migration
We extract your data from Salesforce or HubSpot, map the fields to SugarCRM, and automatically import records and custom fields.
Training Provided
We deliver usability training sessions, including self-paced modules, live clinics, and instructor-led classes, to familiarize your team with SugarCRM.
Go Live
We conduct user acceptance testing with live data to validate the setup. After successful testing, switching to SugarCRM is as easy as logging in.
“Sugar has created a reputation among its customers for being a vendor that strives to develop a lasting relationship with users. This initiative is evidenced by Sugar’s ability to maintain curated support across the customer lifetime, carrying throughout the RFI process to post-sale.”
Nucleus Research
Successful Migrations Guaranteed
Full Support Throughout
We’re here every step of the way. From discovery to go-live, our team provides full support, including training sessions and troubleshooting, ensuring that your team can confidently use SugarCRM.
Pricing That Fits
With SugarCRM, there are no surprise costs. Our Jump Start program reduces manual efforts, cutting down on traditional migration costs. Plus, you don’t pay for SugarCRM until your migration is complete.
Your Data, Always Secure
We use encrypted data transfers and validation checks throughout the migration to ensure your data’s security. Our approach ensures data integrity while maintaining compliance with industry-standard security protocols.
Migrating to SugarCRM: Frequently Asked Questions
Get answers to the main questions businesses have about migrating to SugarCRM, including services, process steps, common challenges, and quality assurance.
