CRM MIGRATION
The Switch Is Easy With VipeCloud
Let Our Team Of Experts Do The Heavy Lifting With Your CRM And Marketing Migration
We'll Migrate Your CRM And Marketing Data So You Can Run Your Business
| Account Data | Email Templates | ||
| Automation Workflows | Pipelines And Leads | ||
| Contact Data | Sign Up Forms | ||
| Contact Lists | And More |
Getting started with VipeCloud is a piece of cake. During your implementation process, we'll review your existing data and systems and develop an action plan for transferring it to VipeCloud. We'll work together with you to ensure that your sales and marketing data and assets are all migrated correctly for you to hit the ground running.
What To Expect From Your Free Marketing And CRM Migration
1. Export Your Data From Your Current System
Almost all systems can export data into a spreadsheet format. Once you've got the data in that format, we can take it from there.
2. We'll Review The Structure Of Your Data
Once we've got your data in a spreadsheet. We will ensure it is structured correctly for the import and any necessary custom fields have been created.
3. We'll Help Import The Data
We'll import your data, verify everything has been correctly imported and check with you that everything looks as it should.
4. Your Migration Is Done In Days, Not Weeks
With a team of professionals in your corner, your data migration will be done before you know it.