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Complete Data Conversion Support at a FIXED PRICE |
Our Motto: "From anything to
anything..."
Our consultants have years of experience in over 1000 CRM data migration projects. We have tackled, and now
automated, many conversion tasks. Many conversions have unique requirements, so we stand ready with tools to get at
the data and reformat it as needed.
Cost-effective excellent work at a fixed price is our
standard!
Formats and Projects
Import ANY data
into ACT!, SalesForce, Maximizer, SalesLogix, GoldMine, etc...
(yes we can do NOTES, ACTIVITIES,
etc.)
Export ANY data
from ACT!, SalesForce, GoldMine, Maximizer, SalesLogix, etc...
Some of the common CRM systems we can export
clean data from:
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- ACT!
- Advisors Assistant (Client Marketing Systems)
- AMS 360
Aplicor Cloud Suite 7
- SalesForce to
ACT!
- ACT! to
SalesForce
Bill Good Marketing- Gorilla
- BCM - MS Business Contact Manager
/Outlook
- Brokers Ally
- Brokers Notebook
BusinessETouchCRM
- CampaignerCRM
- CDS-Client Data System-EZ DATA
ChurchETouchCRM
- Daylite for the Apple/Mac
Franklin Covey / PlanPlus Online GEN4 systems - Agency Management database for group and
individual insurance brokers
GoToMeetingOne-CRM
GoldMine
GreenRope HighRise CRM by 37Signals
InfusionSoft
- InsComm Insurance CRM
- Junxture
- Maximizer
- Microsoft CRM/MSCRM/MS Dynamics CRM
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- NetSuite CRM+
- NowContact
- OutLook 98/2000/2002/2003/2007/2010/ 365/2013
OnContact
Prophet (Outlook addin- developed by Avidian)
- Redtail CRM
Revelent Equity Works
- SAGE CRM
- SalesLogix
- Sharkware
- Siebel CRM
- Smart Office - IBEX
SugarCRM
- Telemagic
- Top Producer
- Tracker
- WealthSpring by Mountech
Software
- WorkflowMAX
ZoHo CRM
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Some of the common File Formats we can convert to your CRM or
CSV
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- ACCESS
- ASCII
- askSAM
- Binary
- Btrieve
- Clipper
- c-tree
- DIF
- dBase
iCAL - Apple Calendar
- Enable OA
- Excel
- FIXED Field Record layouts
- FileMakerPro
- FoxPro
- Framework
Lotus 1-2-3
- Multiplan
- Platinum
- Quattro
- Q
- Superbase
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- SYLK
- SQL - MS, sybase, mySQL, Oracle...
- Symphony
- VP Planner
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Custom Programming when needed
- Reformat - upper /lower case,
- Combine or split names,
- Update/Verify phone numbers or zips
- Compare files
- Calculate or combine values
Process Notes, History, Opportunities, User, and
Activity information
We are happy to do an webinar or review a sample file, to give you a fixed price for the work required
to convert your data. Please e-mail us for more information. We offer standard 2 day turn around for most
conversions and emergency service when required. Contact us at 847-352-4770 for more information.
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