Nowadays companies of various size take care about establishing more close relationships their customers, prolific performance and business culture. These new characteristics appeared along with the CRM solutions adoption.

Features Businesses Look for in CRM

It is the well-known fact that CRM enhances sales, marketing and support service performance, as well as handle the cumbersome processes of data management and updating. Still, the solutions offer various extra options for business improvement. For instance, it can be

a) sales cycle analysis,

b) industry standardized technology,

c) real-time reporting and analysis,

d) automated workflow tool,

e) campaign management,

f) scope for customization and system scalability.

However, the cloud CRM platforms have already conquered the business world, and Solve360 and Highrise are the solutions chosen by many SMBs and mid-size companies.

Solve360 vs Highrise: Establish Business Value

The effectiveness of the cloud CRM delivered high-end options and functionality for the profitable performance, cost reducing and aligning with the changing customers’ interests. Solve360 and Highrise are one of the practical and affordable platforms that enable its users with the major features and options for business growth.

Despite the shared features, these two solutions differ in offered tool sets. Currently, many vendors switch their data from Solve360 to Highrise because of such options

• shared address book and intuitive contact manager with an ability to add extra fields
• tag option and capability to attach extra files to projects, tasks and customer contacts
• apart from tasks assignment, you can set up reminders and notification sending out
• Highrise enables you with communication histories review and scheduling follow-ups sending out
• the solution allows to track the performance in the real-time
• you may also integrate it with various third-party add-ons

Automated CRM Switch Right Up Your Street

What does it take to migrate your data from Solve360 to Highrise? With the web-based service Data2CRM, you can manage this process without programming, records importing or side interference. The SaaS excludes the current system downtime, and the process itself lasts up to a couple of hours.

Handy Instruction for A Swift Solve360 to Highrise Migration

Step 1. Visit app.data2crm.com and register your account.

Step 2. Provide your Solve360 URL, email, and API token.

Step 3. Specify your Highrise URL, email and API token.

Step 4. Select CRM modules you want to switch to Highrise (accounts, contacts, tasks and opportunities).

Step 5. Launch a free demo. During this process, the automated service will transfer a limited amount of records from each CRM entity your have chosen.

Step 6. Start your full Solve360 to Highrise migration.

Looks like Highrise is just the CRM you have been looking for? Thus, you are still suspicious automated switch. The only way to deal with this issue is to try it in action. So, launch up a free demo Solve360 to Highrise migration.