Proper data transfer is a key aspect when switching CRM applications. If you're facing this challenge, you can take advantage of our implementation offer. As part of the Standard and Premium packages, we will carry out this migration for you.
You can find the exact scope and pricing of the implementation packages here: https://www.livespace.io/en/crm-implementation/
As part of the migration, data such as the following can be transferred:
Users
Custom fields for Companies, People, Deals of the following types:
Single-choice list
Multi-choice list
Date
Number field
Currency field
Text field
Companies – data from the following fields:
Name
Tax ID (NIP)
Added by
Current Account Manager
Addresses
Phone numbers
Email addresses
Custom fields (as listed above)
People – data from the following fields:
First name
Last name
Added by
Current Account Manager
Company affiliation
Position
Phone numbers
Email addresses
Custom fields (as listed above)
Processes
Process name
Process stages
Sales Opportunities – data from the following fields:
Name
Status
Reason for loss
Association with a Person and/or Company
Added by
Current Account Manager
Value
Process
Status date change
Custom fields (as listed above)
Task Types
Task type names
Tasks – data from the following fields:
Name
Type
Status
Description
Author
Responsible
Deadline
Association with a Person and/or Company and/or Sales Opportunity
Notes – data from the following fields:
Content
Date added
Association with a Person and/or Company and/or Sales Opportunity
If you need more information on this topic, please write to us at [email protected] or contact your sales representative.