A: Yes, we have comprehensive services to migrate All of your data from Pipedrive and other CRMs. Here's how it works:
You download a backup from your current CRM. This normally is a Zip file that contains several CSV files.
You send the Zip file to our team and we analyze it.
We meet with you to discuss options - essentially, you tell us how to map data from the previous CRM to SalesNexus.
We perform the migration including extensive QA steps to ensure ALL of your essential data is available and in the right places within SalesNexus.
Migrated data includes: Contacts, Companies, Tasks/Events, Notes, Sales Opportunities and more.
There is a charge for this process. After we've reviewed your data we'll provide a fixed fee price.