Trujay

Great service and support

We used Trujay to migrate from our old CRM (Hubspot) to Salesforce. Once we cleaned up our data and worked out the fields and relevant mappings it was smooth sailing. The user experience is simple enough to navigate and you can follow your nose along the way to get everything configured. Their customer support was great and easy to contact and they're able to troubleshoot and assist with any challenges. We took the self-serve option and it worked out great for us. I'd use their service ...

"Amazing customer service and quick response. We felt like we were top priority!"

Describe the project or task the provider helped with: We were migrating data from an old CRM to new and were able to successfully do most of that with the quick self-service tool. When we came across an error with migrating records of one of the objects however, Lucy and her team quickly stepped in and resolved the issue, finishing our migration without any aggrivation or frustrating investigative work on our end. What do you like best? Convenient Data2CRM tool, quick and easy. The BEST ...

"Lucy and her team were great to work with!"

Describe the project or task the provider helped with: My company was in the process of implementing salesforce.com from scratch which included migrating 2 distinct systems into salesforce.com. This process required not only the migration of data, but de-duplication and merging of existing data. What do you like best? Lucy and her team did a great job of helping map the existing fields which also went a long way towards cleaning up the data DURING the migration as opposed to after the ...

"Saved me a lot of time and headache. Was able to migrate all data successfully"

Describe the project or task the provider helped with: Our company was using two separate CRM's. We wanted to merge them and not lose data. We took all the data in HubSpot and migrated it to Zoho. We used the advance mode because I was very familiar with creating custom fields. Advance mode allowed me to manually match the field data in HubSpot to the fields in Zoho. Without this function, we would have lost a lot of data. When it was completed, we did not have any issues. Since this was my ...

"Great tool for migrating CRMs, outstanding service"

Describe the project or task the provider helped with: Have migrated from Zoho CRM to Dynamics. This is a painful task when you want to have all the data in the new system and a couple of pitfalls are waiting. What do you like best? Gladfully the service was outstanding and able to solve all the problems in the process. What do you dislike? Took a while to migrate, but at the end we could solve it Recommendations to others considering the provider: - What problems are you solving with the ...

"INCREDIBLE customer service"

Describe the project or task the provider helped with: We bought TruJay on to help with our CRM data migration from Pipedrive to Hubspot. What do you like best? Lucy and Irene who were my contacts through this period were INCREDIBLY helpful through the process. We had to re-start the migration due to an error on our end, and they were all over helping us through it. We also had some ongoing support required and they were both incredibly quick to respond and helpful. Quite literally one of ...

"Made our migration easy"

Describe the project or task the provider helped with: Lucy did a fantastic job helping us do a self-migration. She had in-depth knowledge of the idiosyncrasies of both Copper CRM and Hubspot and she made sure all our data mapping was correct. She rocks! What do you like best? Lucy fixed post-migrations errors for us. What do you dislike? Any issues were with the CRMs rather than Trujay. What problems are you solving with the provider? What benefits have you realized? Saved time.

"Made the transition easy"

Describe the project or task the provider helped with: To migrate my accounts from ACT to Capsule CRM What do you like best? I have to give Lucy H. very high marks. She gave me a feeling of comfort all the way through the process. You have clearly come up with a good formula for making these difficult transitions easy on the client. What do you dislike? I can’t think of anything that I had a problem with What problems are you solving with the provider? What benefits have you realized? How ...