PB

Paul Bickley

November 4, 2020 Source: Saasworthy.com

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 again without Doubt!

JK

Jenna M. K

October 22, 2020 Source: G2.com

"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 customer service!

What do you dislike?

No issues when it comes to the product or working with this team.

Recommendations to others considering the provider:

Highly recommend working with this group. Excellent customer service and quick resolution. There were some settings I needed to change on my end to facilitate what they were doing on the back end to complete my project and they provided me with the "How To" guide to make the changes, saving me a lot of time and investigative work.

What problems are you solving with the provider? What benefits have you realized?

Able to resolve migrating records with related records from one CRM to another seamlessy.

JP

James P

June 8, 2020 Source: G2.com

"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 migration which saved me and my team many hours of headaches. They were also able to migrate activities and other ancillary information much to delight and relief of the sales team.

What do you dislike?

While this has nothing to do with Lucy and her team, the data in the source system was garbage Lucy was very accommodating however and we managed to migrate enough information and they provided us with all of the source data for our reference so we could be free of the source system.

Recommendations to others considering the provider:

If you're migrating data to salesforce.com, save yourself the time, money, and headaches. Go with Trujay. They have done all of the heavy lifting for you and their pricing for the managed migration is well worth it!

What problems are you solving with the provider? What benefits have you realized?

As with any migration, there will be at least a few questions about records that didn't come across or where particular pieces of information went. Lucy was able to satisfactorily answer all of my questions and concerns.

LP

Lane P

May 19, 2020 Source: G2.com

"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 first time, it was a learning experience. But Trujay was there to guide me and answer all my question. Irene Staroverova and Scot Trumeter did an outstanding job in making this happen. Thank you both for all your help and we will be using you again on our next project.

What do you like best?

It allowed me to manually match the incoming fields to the source fields. once it was complete, there were no issues.

What do you dislike?

My only dislike would be that they did not have anyone available on the weekend in case I had questions. I understand we all need our free time, so it was not that big of a deal.

Recommendations to others considering the provider:

Use them if you are doing any kind of migration between CRMs

What problems are you solving with the provider? What benefits have you realized?

The problem Trujay solved was not losing data and mismatching the data to the wrong fields.

SK

Sascha-Matthias K

April 8, 2020 Source: G2.com

"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 provider? What benefits have you realized?

Manual CRM migration

MG

Matt G

March 18, 2020 Source: G2.com

"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 the best customer experiences I've ever had.

What do you dislike?

Honestly there werent any things i disliked from this process

Recommendations to others considering the provider:

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 the best customer experiences I've ever had.

What problems are you solving with the provider? What benefits have you realized?

Customer data CRM migration

ND

Norma D

February 26, 2020 Source: G2.com

"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.

JC

James C

February 4, 2020 Source: G2.com

"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 to move my customers from one CRM to another CRM

Trujay Reviews

User Rating

Rating Distribution

Do You Use Trujay?

Paul Bickley

Jenna M. K

Describe the project or task the provider helped with:

What do you like best?

What do you dislike?

Recommendations to others considering the provider:

What problems are you solving with the provider? What benefits have you realized?

James P

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What do you like best?

What do you dislike?

Recommendations to others considering the provider:

What problems are you solving with the provider? What benefits have you realized?

Lane P

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What do you dislike?

Recommendations to others considering the provider:

What problems are you solving with the provider? What benefits have you realized?

Sascha-Matthias K

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What do you dislike?

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What problems are you solving with the provider? What benefits have you realized?

Matt G

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What do you dislike?

Recommendations to others considering the provider:

What problems are you solving with the provider? What benefits have you realized?

Norma D

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What do you like best?

What do you dislike?

What problems are you solving with the provider? What benefits have you realized?

James C

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What do you dislike?

What problems are you solving with the provider? What benefits have you realized?

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