How Your Migration
Will Work

Sugar Makes the Complex Easy

Our Unique
Discovery Process

Sugar’s task from day one is to enter a discovery process where we will demystify your business challenges and learn what you’re really trying to solve.

Our time-aware predictive forecasting platform called Discover will show you:

How your business practices are doing over an arc of time
Examine things like average pipeline age

What’s moving in and out of the pipeline
And what opportunities need attention.

Our hands-on discovery process will dig deep into your workflows, identify the vision you’re trying to achieve, and determine where the roadblocks lie.

We first investigate your system, its unique rules, processes, and data.
We then document that data, analyze it, filter it, remove old data, and map it all to elements in Sugar. No data is ever lost.
Then we execute the data and show you clearly what it will look like in Sugar. And we’ll do it for you quickly – in days, not weeks.

Moving from System X to System Y and the Element of Redesign
Adam Frank, VP, Solutions Consultant at SugarCRM

Data Migration:
See Your Data in Action

Sugar has invested heavily in a Migration Service to make your switch easier and faster.

You’ll see how easy it is to look at your data.
Accounts and contacts that haven’t been updated in years
And introduce hierarchies that don’t exist in a flat database structure like HubSpot.

We’ll normalize your data and give you complete visibility to ensure you’re not throwing away all the effort you put into HubSpot.

Determine which reports you never use and can be tossed, which ones you need, and why.
Show you how easy it is to fix your layouts in a simple drag-and-drop exercise.
Use our pre-built templates to improve how your data is visualized and accessed.

In other words, you’ll take all (and only) the data you need with you, and it won’t cost you more.

ABOUT YOUR DATA:

Your data should be three things:

Fully Reportable: Easily work inside reports and use them to drive purposeful navigation.
Visible: When anything changes in an opportunity, it’s all surfaced across the system.

Actionable: Have timely, relevant, and fluid conversations with the right people at any time.

Easy Transition and Implementation – Sugar’s Connected Team

Finally, we’ll make the transition to Sugar an easily consumable experience. We keep your old data and your new Sugar data fully in sync throughout the process, and we’ll never push you off the cliff with a “turn on the light switch” moment.

Move your data department by department, group by group, or sales now and marketing later. We’ll assign a CXM to your account, giving you a dedicated person on the other end of the phone to deal with, rather than push you out to a blog post or a chat room to answer your questions

Sugar also maintains a highly collaborative environment with our partners service providers, and we prioritize our customer experience to ensure a healthy, ongoing relationship. The people you met in the sales cycle are the people who will be doing the implementation.

Sugar has invested heavily in our own application ecosystem. Our customers have access to SugarOutfitters, a marketplace of over 250+ third-party add-ons and integrations for SugarCRM.

Advice For Someone Looking to Switch Their CRM or MAP
Ashley Simon, Senior Admissions Counselor at Sofia University