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Data conversions Support

blue2-check02e-WhiteComplete 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.)
  • ExportANY data from  ACT!, SalesForce,  GoldMine, Maximizer, SalesLogix, etc…


  • Some of the common CRM systems we can export clean data from:

    • 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
    • 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
  • Some of the common File Formats we can convert to your CRM or CSV

    • 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
    • SYLK
    • SQL – MS, sybase, mySQL, Oracle…
    • Symphony
    • VP Planner
  • 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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