1 / 15

Salesforce to Bitrix24: Flawless CRM Migration

Considering about Salesforce to Bitrix24 migration? Chech out this step-by-step tutorial and switch your data with ease.

Data2CRM
Download Presentation

Salesforce to Bitrix24: Flawless CRM Migration

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Migrate fromSalesforce to Bitrix24 http://www.data2crm.com/migration

  2. How to Migrate from Salesforce to Bitrix24? www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  4. Migration Setup 2. Source CRM URL • Select Salesforce CRM type from the drop-down menu. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  5. Migration Setup 3. Specify Source data Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button. In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration. Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  6. Migration Setup 3. Initiate Migration to Bitrix24 1. Go to Bitrix24 app web page and press ‘Install’ button. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  7. Migration Setup 3. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  8. Migration Setup 3. Initiate Migration to Bitrix24 3. Click ‘Install’ to add the application to your Bitrix24 account. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  9. Migration Setup 4. Specify Target CRM Select your CRM type, in this case choose Bitrix24 and provide your URL. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  10. Migration Setup 4. Specify Target CRM • In case, you aren’t signed in your account, you will be redirected to Bitrix24. • After pressing the ‘Log In’ button, you will be redirected to the migration wizard. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  11. Migration Setup 5. Select Migration Options • Check the boxes • to activate the following • migration options: • Account • Contact • Task • Opportunity • Lead http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  12. Migration Setup 6. Start Demo Migration Now, start your Demo Migration. Data2CRM moves up a limited amount of records from all specified modules for you to see how the service works. Note. You can skip this step and start Full migration right away http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  13. Migration Setup 7. Start Full CRM Migration Proceed with the CRM data migration to Bitrix24. After you start the full migration, your Salesforce data will be moved directly to Bitrix24. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  14. Migration Setup 8. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Bitrix24 software. http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration

  15. www.data2crm.com/migration

More Related