Migrating? We make sure nothing is lost in translation.

Moving from one CRM to another is a major project and losing access to data in the process could have serious consequences. Mitigate that risk and make the transition seamless with ActivePrime’s Migrating and Archiving solutions that take the pain out of migrating to Oracle Sales Cloud, Salesforce or Microsoft Dynamics CRM.

 

 

 

Archive: Don’t lose your data in the move

Whether your data lives in the cloud or down on the ground, it all needs to make a smooth transition to your new CRM environment. ActivePrime’s archiving solution gives you peace of mind that you won’t be cut off from data in the cloud and that your existing data will endure post transition. It also enables archive search and access right from your new CRM interface, eliminating the need to leave the system every time you need archived data.

Our archiving software features include the ability to:

  • Search the archive from within your CRM using ActivePrime’s patented Multi-Search capabilities
  • Access a relational database housing all your CRM data
  • Perform ad-hoc queries using your tool of choice
  • Archive on premise behind your firewall or in the cloud

 

Migrate: Purge and clean while you move

We work with your preferred systems integrator to help you smoothly migrate opportunities, accounts, contacts, activities, attachments, leads, and more.

Our migration services include:

  • Analysis of current data in existing CRM
  • Data cleansing and enrichment
  • Initial load of clean, high quality data into new CRM
  • Delta loading
  • Seamless transition of data quality tools from existing CRM to new CRM
  • Augmenting your existing migration process

 

Mitigate migration risks

Move only quality data

Protect your data if cloud storage is turned off

Move to Oracle Sales Cloud, Salesforce or Microsoft Dynamics CRM

Search archived data from within your new CRM

Ensure data doesn’t get lost

 

For specific details on which features work with your CRM, please contact us at info@activeprime.com.