JUMP START PROGRAM
Migrate to SugarAI quickly and securely
Considering migrating from Salesforce or HubSpot to SugarAI? We designed our Jump Start migration program to speed up the process and ensure that your CRM data is always live.
Traditional Migrations vs. SugarAI’s Jump Start Program
Traditional CRM migrations can be slow, disruptive and costly, often because you need to manually move data from one CRM to the other. SugarAI’s Jump Start program is different because it uses our in-house technology to automatically sync data in real time.
Zero Downtime Transition
With SugarAI, your migration happens without interruptions. Our technology runs systems in parallel, meaning your data stays live, and you stay productive while we handle the migration securely and efficiently.
Fast Migration Timeline
The Jump Start program typically completes migrations in two to three months, with smaller projects taking as little as four weeks. Our efficient process reduces risks and provides faster time to value.
A Four-Step Migration Process
1
System Evaluation
We review and assess your current CRM to evaluate its data structure, identify custom fields, and determine requirements for migration to SugarAI.
2
Data migration
We extract your data from Salesforce or HubSpot, map the fields to SugarAI, and automatically import records and custom fields.
3
Training Provided
We deliver usability training sessions, including self-paced modules, live clinics, and instructor-led classes, to familiarize your team with SugarAI.
4
Go Live
We conduct user acceptance testing with live data to validate the setup. After successful testing, switching to SugarAI is as easy as logging in.
Successful Migrations Guaranteed
Full Support Throughout
We guide you every step of the way with complete training and hands-on assistance.
Pricing That Fits
No surprises—our Jump Start program reduces costs, and you don’t pay until your migration is complete.
Your Data, Always Secure
Your data stays protected with encrypted transfers, validation checks, and industry-standard security protocols.
One of the biggest challenges in moving from any CRM is data migration. We’ve built internal tools that automatically evaluate the existing data model in Salesforce and HubSpot, then create a matching SugarAI instance.
Paul Harbach, VP Services
Sugar has created a reputation among its customers for being a vendor that strives to develop a lasting relationship with users. This initiative is evidenced by Sugar’s ability to maintain curated support across the customer lifetime, carrying throughout the RFI process to post-sale.
Nucleus Research
FAQ
SugarAI Migration Services, Timelines and Costs
What Tools and Services Does Sugar Provide for Data Migration?
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How Long Does the Migration Process Typically Take?
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How Much Does the Migration Process Cost?
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Migration Responsibilities, Access, and Training
Who Will Be Responsible for the Migration?
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Will We Have Access to Our Old CRM During Migration? Will Data Be Live?
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What Training Does SugarCRM Provide for Migrations?
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Common Migration Challenges and Integrations
What Are Some Common Challenges During Data Migration?
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How Does SugarCRM Ensure Smooth System Integrations?
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Data Formats, Integrity, and Security
What Data Formats Does Sugar Support?
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How Does Sugar Ensure Data Integrity and Security During Migration?
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Can All Historical Data Be Migrated?
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Can Sugar Handle Large Data Volumes Efficiently?
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Quality Assurance, Custom Fields and Validation
How Can I Ensure My Data Looks Right Before It’s Deployed?
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How Does Sugar Manage Custom Fields and Workflows?
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What Testing and Validation Does Sugar Perform Post-Migration?
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