Accelerate CRM adoption with Switch
Accelerate CRM adoption with Switch
Accelerate CRM adoption with Switch
Migrate from your old system, while carrying all your business logic to ensure business continuity; during and after the migration.
Migrate from your old system, while carrying all your business logic to ensure business continuity; during and after the migration.
Ownership
Ownership
Ownership
Change your CRM, not your business.
Records
All record ownerships migrated for continuous tracking, data accuracy.
Records
All record ownerships migrated for continuous tracking, data accuracy.
Add Users
Create new users to maintain or transfer CRM ownerships.
Add Users
Create new users to maintain or transfer CRM ownerships.
Deactivated Users
Migrate deactivated or inactive users, for historical and forecasting precision.
Deactivated Users
Migrate deactivated or inactive users, for historical and forecasting precision.
Association
Every record associated without fail, and reliably.
Association
Every record associated without fail, and reliably.
Accuracy
Every record migrated without fail, and verified during migration.
Accuracy
Every record migrated without fail, and verified during migration.
Clarity & Sanity
No missing records, inaccurate associations, or untracked activities, ever.
Clarity & Sanity
No missing records, inaccurate associations, or untracked activities, ever.
Validation
Validation
Validation
Zero errors, lesser failures.
Zero errors, lesser failures.
Pipelines
Pipelines
Pipelines
Deal pipelines, stages, and all your sales processes.
Create
Create new Pipelines in your new CRM to migrate all your deal data.
Create
Create new Pipelines in your new CRM to migrate all your deal data.
Merge
Merge multiple Pipelines into one, along with the deal stages.
Merge
Merge multiple Pipelines into one, along with the deal stages.
Stages
Map stages as you like, or create a new stage to map your data.
Stages
Map stages as you like, or create a new stage to map your data.
Objects
Create new Objects to map your data, along with the corresponding properties.
Objects
Create new Objects to map your data, along with the corresponding properties.
Users
Create new Users to assign records, and activities.
Users
Create new Users to assign records, and activities.
Properties & Options
Map your properties and their options, or simply create new ones.
Properties & Options
Map your properties and their options, or simply create new ones.
Data Types
Automatically assign data type when you create a custom property.
Data Types
Automatically assign data type when you create a custom property.
Customization
Customization
Customization
Select, map, create — migrate your business, not just your data.
Select, map, create — migrate your business, not just your data.
Security
Security
Security
Nothing stored, nothing retained, so you never have to worry about your data.
Reliable
A retry mechanism built in to handle failures, and prevent halts in migration.
Reliable
A retry mechanism built in to handle failures, and prevent halts in migration.
No data storage
All your migration data transfer directly between source and destination.
No data storage
All your migration data transfer directly between source and destination.
Privacy
No storage on the platform, keeping your CRM data completely private.
Privacy
No storage on the platform, keeping your CRM data completely private.
Ready to Switch?
Reach out to us to for a migration consultation, or simply start moving your data.
Ready to Switch?
Reach out to us to for a migration consultation, or simply start moving your data.
Ready to Switch?
Reach out to us to for a migration consultation, or simply start moving your data.