You have decided to change your CRM and are now faced with the huge task of moving all data and the structure cleanly and efficiently? Automation is made for this. We not only move data automatically, but also optimise your CRM structure at the same time.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
CRM systems often grow organically over time, the structure adapts to current requirements and circumstances, and a large amount of data is created. But the basic requirements of a CRM can also change over the years. For example, was originally Pipedrive selected as CRM because of the deal pipelines making it ideal for outbound sales. Over time, however, the business model is evolving away from outbound sales and towards a digital service provider, with inbound marketing and support. In this case, Hubspot More sense as a CRM solution, with numerous functionalities that also represent support.
So the decision is made: A change of CRM and an associated CRM migration.
This is a complex process; after all, several thousand contacts, organizations and deals need to be moved correctly. Particular care must be taken to ensure that communication, activities and documents are also retained and correctly assigned.
But this is exactly why CRM migration also offers an opportunity:
Wemakefuture has helped a digital service provider not only to map the migration of two CRM systems in the cloud, but also to structure this same CRM migration again in such a way that data models, contact and organization were created cleanly with all fields and all required information. Once the structure was ready, moving the data took the least amount of time.
Based on this data structure, we were then able to set up some automations for the CRM Hubspot, which support and sales.
In addition Pipedrive and Hubspot Is automated CRM migration also possible with any other cloud CRMs: Regardless of whether from salesforce, Monday CRM, Zoho Or even Hubspot and Pipedrive.
With our AI and automation solutions, we make your organization faster, more flexible and more powerful — and create measurable results along the entire supply chain.
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