Salesforce to vtiger migrations
In these times of post-pandemic and potential global recession, companies need to reduce their expenses. Companies using Salesforce are paying high monthly costs, looking for robust alternative solutions that support their business processes.
Successful migrations
Creantis has already carried out 4 migrations from Salesforce to vtiger CRM in a safe and economical way, with these advantages:
- Improved processes thanks to the application of good practices
- Implementation of vtiger CRM, free license and open source.
- Complete migration of data from Salesforce to vtiger CRM
- Implementation that engages end users to include the enhancements they want
- Accompaniment in the use of the new CRM platform
Benefits
- Seamless business process, without blockages
- Total elimination of monthly payments
- Total cost, use and maintenance, at a fraction of the current cost
- Continuous functional, agile and economical improvements
Success stories of our clients
CRP
Corporación Radial del Peru brings together 10 radio stations in various regions of Peru, being the leader in audience.
Salesforce had been in use for 4 years, with more than 40 users nationwide.
Scope:
- Sales process, including management of Organizations, Contacts, Opportunities, Payment Scheduling, Notice Requests
- Complete data migration from Salesforce to vtiger
- Authorization Workflow
- Calendar integrated to Google Calendar
- Connection to Qlik Sense, data analysis tool
TDM
TDM is a company with Peruvian capital and managed by Peruvians, a leader in Latin America in engineering solutions, supply and installation of construction products forlarge and important projects in infrastructure, mining and other sectors. Salesforce had been in use for 4 years, with more than 50 users nationwide.
Scope:
- Sales process, which includes the management of Organizations, Contacts, Opportunities, Projects, Documents (Contracts, Orders, Invoices)
- Customer service process for attention to administrative and technical incidents
- Complete data migration from Salesforce to vtiger
EBD
EBD is dedicated to the execution of projects and delivery of services related to systems state-of-the-art information and telecommunications companies. Salesforce had been in use for 2 years, with more than 12 users.
Scope:
- Sales process, which includes the management of Organizations, Contacts, Opportunities, Calendar, Activity management and productivity of the team of pre-sales engineers
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