Migrating from Salesforce to Rapitek CRM
Leverage our 10+ years of Salesforce expertise and 6 years as official Salesforce partner to seamlessly migrate your system to Rapitek CRM. Includes data transfer, process mapping, and team training.
Course Overview
Comprehensive training program for companies looking to migrate from Salesforce to Rapitek CRM. With 10+ years of Salesforce expertise, 6 years as official Salesforce partner, and 200+ implementations, we help you manage your transition in the most efficient way. What you'll learn: - Key differences between Salesforce and Rapitek CRM - Data migration strategies and tools - Mapping custom fields and objects - Rebuilding workflows and automations - Transferring reports and dashboards - User training and change management - Reconfiguring integrations By the end of this training, your team will be ready to use Rapitek CRM at full capacity.
What You'll Learn
- One-on-one migration consulting
- Data transfer tools and templates
- Salesforce-Rapitek feature mapping document
- 30-day post-migration support
- Customized training materials
- Live Q&A sessions
Course Format
Duration
3-day workshop
Format
Hybrid
Level
Intermediate
Language
English
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