Summary
- From Pipedrive to PipeRun: Why Switch CRM?
- From Pipedrive to PipeRun: How to Change CRM in 5 Steps
- 1 – Export data from Pipedrive
- 2 – Download PipeRun Spreadsheet Pattern
- 3 – Save your data
- 4 – Time to import
- 5 – Organize your process within PipeRun
- Bonus: a useful tip
- Switching from CRM with Pipedrive Migrator to PipeRun: Coming Soon
Changing CRM is not and never needs to be a headache for any manager of any company. It’s human nature: we are often resistant to change.
You’ve probably been through this yourself a few times in your life, even when you were younger. The comfort zone is security.
But, those who want to do more, better and stand out, need to move. Get moving, take a few steps forward and go in search of the new, something that really makes a difference in your company.
In this sense, when it comes to sales, switching from CRM is a strategic issue, vital to your business.
Having a system that is Brazilian, tailored to your reality, to the challenges of your routine, is smart and necessary.
Even more so when it has more complete, accessible plans and strengthens the national economy.
Migrating from CRM is easy, and in this article, we’ll show you how to conveniently move from Pipedrive to PipeRun . Let’s check it out? Good reading!
From Pipedrive to PipeRun: Why Switch CRM?
CRM PipeRun, from the most basic plans, offers more functionality than Pipedrive.
In other words, you pay less to have the same things that will only be offered to you in a more advanced subscription.
In fact, much less. In other words, you escape the exchange rate fluctuation that, in times of crisis, can weigh a lot on your pocket.
So does it make sense to pay more for less? It doesn’t, right?
But here we want to talk about the product. From the most basic plans, which we call here silver and acceleration, you have:
- Scheduling of meetings (public agenda);
- Team management;
- Control of business and contacts visibility;
- Control of user permissions;
- CNPJ consultation in the Revenue;
- Webphone and SIP (click2call) for telephony;
- Live Panel (my dash);
- Goals: individual, by company and by team;
- Automations (from activities and emails);
- Native integrations;
- Forecast ;
- Proposal Generator.
Look: here we are talking about everything you, in PipeRun, have in more basic plans in relation to Pipedrive.
In other words, in terms of functionality, there are many more options. And on our plans page you see this clearly.
From Pipedrive to PipeRun: How to Change CRM in 5 Steps
If you have contacts, companies and opportunities within Pipedrive and want to change CRM, this is practically possible.
Importing into PipeRun can be done using data conversion to CSV format. In PipeRun it is possible to import:
- opportunities;
- companies;
- people;
- products;
- activities;
- reasons for loss;
- users;
- regions (this function Pipedrive doesn’t have; but if you have them mapped in spreadsheets, you can move up to PipeRun).
Below, we have separated a step by step in 5 steps for you who want to change from CRM to have a more complete one, made for the reality of the Brazilian entrepreneur.
Ah, a crucial point here. For all these steps you have complete content in the PipeRun help center .
More than that.
You have real-time help from our team that will help you import your data without losing anything .
Check out:
1 – Export data from Pipedrive
Go to your CRM and export the data you want. Opportunities, companies, people, activities… whatever it takes.
A spreadsheet for each category, combined?
2 – Download PipeRun Spreadsheet Pattern
Before importing your data into PipeRun, pay attention.
First, you must structure a spreadsheet so that the system can interpret what you intend to import.
Below, see how to generate .CSV files In the pipeline, place the mouse over the avatar icon in the upper right corner. Click on “Adjustments.”
Second, go to the “Account” column and click on “Imports”. There you will have the template for each category you want to put into PipeRun.
O:
After downloading a template, open the spreadsheet and fill in the information with the data you want to import.
In case, as you already have the information from Pipedrive, you can copy and paste the data into the fields of the new spreadsheet.
It is crucial that the first row of the spreadsheet is kept with the original header, without any changes. Thus, from line 2 on, fill in the desired data.
Ah, a detail. In the first column, the email you want to have as the owner of the opportunity must be kept.
This is a crucial step. After all, that’s the only way you can switch from CRM and start having a positive experience within PipeRun.
3 – Save your data
After filling out the spreadsheet with the required format, it’s time to save it to keep the data intact. In the option “save as” generate a .CSV file from this spreadsheet.
To achieve this from an .XLS spreadsheet, use MS Excel or similar. Once this is done, with the spreadsheet open, click on “Save As”. So change the file type to CSV (comma separated).
Don’t forget to make sure it’s in Unicode UTF-8 format. But you can also upload it to Google Drive and open it with Google spreadsheets.
To save in .CSV go to “File” > “Download” > “Comma Separated Values (.CSV, current page) and you’re done!
4 – Time to import
Soon after, you access the PipeRun imports area again. Only now you will click on the option “Import Data into CSV”.
Then click on the alternative for the data you want to import. Remember what they are?
- Opportunities;
- Companies;
- People;
- Products;
- Activities;
- Loss reasons, users or regions.
Finally, one by one until they are all imported.
5 – Organize your process within PipeRun
Afterwards, choose the configuration options according to your needs. Define the pipeline and steps for the target funnel. Select validation criteria for duplicate data.
Ah, if you need it later, use the deduplicator to merge data. Finally, click on “Process Data”.
This will cause the system to request confirmation for processing.
For example, PipeRun will display a brief summary on the screen indicating the opportunities created, updated and any errors during the import.
Finally, go back to the account funnel and there will be the opportunity created.
Bonus: a useful tip
For the import of Companies, People, Products, Activities, Reasons for Loss, Users or Regions, the procedure is the same.
Note which fields are required in each import spreadsheet:
- Opportunities: email from the owner of the opportunity;
- Companies: trade name;
- People: full name;
- Products: product name;
- Activities: title;
- Reasons for loss: description of reasons for loss;
- Users: name;
- Regions: region
If you have any questions at any step or how to do the step by step, the PipeRun team will help you at all times.
You will always have someone to help you. In all moments.
Switching from CRM with Pipedrive Migrator to PipeRun: Coming Soon
We are preparing a module that will make your mission of changing from CRM to a Brazilian system made for your reality even easier.
The Pipedrive and PipeRun migration module will make you no longer need spreadsheets. It will make a simple transfer of your data from one software to another.
We will soon give more explanation on how it will work. So you can get a lot more for less.
And have all the support to grow, sell more and better and make Brazil better and better.
So, how can we help you?
If you want to know more about moving from CRM from Pipedrive to PipeRun, talk to a consultant .
Be sure to check out our plans page and see everything that PipeRun offers.
Enjoy and read two articles that will help you better understand why PipeRun is a complete CRM.
The first talks about process automation in sales and how the automatic actions of your CRM are very important.
The second addresses the importance of being able to create various types of funnels and how this decisively impacts your process.
Good sales!
