My company needs a competent CRM professional to perform the data migration from Salesforce to SugarCRM. We have a considerable amount of data with lots of custom fields. Also, maintained relations between tasks, accounts, contact, etc. is a must.
All in all, the following tasks need be accomplished:
- Install and customize SugarCRM
- Migrate CRM data from Salesforce to SugarCRM. (It is possible to use Data2CRM, a web-based migration service - http://www.data2crm.com/migration/ transfer the accounts, contacts, tasks and leads - it will be faster this way)
- Design the workflow rules.
- Upload the letter templates.
- Install the necessarily third-party extensions.
Looking forward to your suggestions. More info will be provided to the candidates personally.