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With years of practice now, we have generated numerous ‘one-size-fits-all types of scripts through which AUTOMATED MIGRATION takes place for a few parts.
However, we don’t allow migration that is void of manual interruption for accuracy purposes.
SugarCRM
vTigerCRM
Accounts
SugarCRM’s fields like name, description, contact numbers, industry, ownership etc. are migrated to equivalent data points in the organization entity of vTiger.
Organizations
In the vTiger module, respected data fields are imported i.e. name, description, phone numbers, ownership, and shipping address, which we let you verify after each transaction.
Automated migrationTry a free demo now to check quality of our mapping services
Employees
SugarCRM’s this module consists of employee name, title, department, first name, last name, employee status, e-mail data points, role etc would be exported.
Users
vTiger’s Users module is synonymous with employees. During the migration process, user name, title, department, first name, last name, status, emails, etc. are columns that capture these fields.
Automated migrationWe execute CRM migration procedure while keeping context of business scenario at your end. This is NOT fully automated task and we have written custom methods for it.
Attachments
All types of data including images, text files etc, are exported.
Attachments
Attachments are imported as they are as their format is preserved.
CUSTOMIZED MODULEWe assist you with customer care manager who will take into account your considerations, and necessary modifications would be provided.
Leads
The most important module. What gets exported are pieces of information like first name, last name, address, fax, contact numbers, website, lead status, assigned user, source of lead etc.
Leads
vTiger’s level of capturing information is very comprehensive and therefore, many blank fields are seen after migration. Equivalent database columns are first name, last name, address details, fax, phone numbers, website, status description, referred by etc.
Automated migrationIf you wish, you may choose mapping on your own for some fields as they may work differently at your disposal. We provide you with screen sharing so that you are discovered all possible matchings.
Notes
SugarCRM’s Notes module is less modular as it bundles various information within a few data points like reminders, notifications, additional information etc.
Notes
The CRMTiger team has implemented robust routines(PHP functions) so that vTiger’s Notes module captures all the information in respected data fields but the required pieces of data are first extracted.
CUSTOMIZED MODULEWith specialized effects like notifications sounds and different colour in accordance with severity of task, our developers nurture better decision making and scheduling system.
Calls
SugarCRM’s Calls module stores outbound and inbound calls received from leads/prospects & customers – along with call duration, time and date of calls, related comments etc.
Calls
vTiger has the same name module – Calls which performs similar functionalities. Outbound and Inbound calls received from leads and clients, call duration, time and date of calls etc are imported.
Automated migrationCRMTiger team has has developed munificent features to tackle with incoming leads and calls. For this module, we also provide integration of FreePBX, Elastix or Vicidial for a nominal fee.
Opportunities
SugarCRM’s table stores key marketing information like name, description, expected close date, sales stage, probability, assigned user etc.
Opportunities
vTiger’s opportinities raws consist of columns and data types similar to those of SugarCRM but with slightly different naming conventions. name, description, expected close date, sales stage, next step etc data point are filled in accordingly.
Automated migrationTo ensure zero data loss, we thoroughly check data types of each column, and import only if both are same or if vTiger’s data type is larger in size.
Campaign
SugarCRM’s fields like Name, Type, status etc. are exported along with their existing data.
Campaign
In vTiger’s campaign module, respective data fields and already entered information in the database of SugarCRM are imported, like campaign name, campaign type, campaign status etc.
Automated migrationTo ensure zero data loss, we thoroughly check data types of each column, and import only if both are same or if vTiger’s data type is larger in size.
Documents
The document name is the only data point stored in this module.
Documents
A synonymous field name in vTiger is title.
Automated migrationTo ensure zero data loss, we thoroughly check data types of each column, and import only if both are same or if vTiger’s data type is larger in size.
EmailTemplate
Name is the only data point stored in this module.
EmailTemplate
The data in the name field of SugarCRM’s EmailTemplate module is captured in the template name field of the EmailTemplate module of vTiger.
Automated migrationTo ensure zero data loss, we thoroughly check data types of each column, and import only if both are same or if vTiger’s data type is larger in size.
Products
Products and services of a company
Products
Products and services of a company
Custom RoutinesNotably, no-prewritten script can be adjusted perfectly as an automated tool for migration of this module, as every company has different process to yield outputs.