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When you work in sales, you know that the size and quality of your contact list is everything.
If you do not have enough contacts, you will quickly run out of work to do. And if you have thousands of unsuitable prospects in your database, you probably won’t be able to sell to any one of them.
So when your company is spending a lot of time and money on generating high-quality leads, you need to be sure that your CRM will give you complete control over this data, even if it means them allowing you to export it from their system.
The value of CRM to a business cannot be understated. It is a safe location to store all your contact’s details sure, but also the source of your interactions with them. It is the focal point of your relationship with your contacts so you need to make sure that the data stays in your control.
As with all tools and business applications, sometimes our needs can outgrow our existing platform. Other times, we may find out that the system we chose is too complicated for our actual needs, or even worse, it may have not been suitable from the beginning and we may have been ‘hacking’ the system to force it to suit our requirements. But just like working in sales, there comes a time where you just need to call it quits and move on to bigger and better opportunities.
There are different reasons why you might want to get your data our of a current system:
This post is written as a guide guide for getting your contacts out of some of the main CRM systems so you can spend more time focusing on finding your best match for your business.
Since the primary method of importing contacts into a new CRM is to use a CSV file, this guide will focus on exporting them to this format.
CSV is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables.
Pipedrive CRM allows you to carry out an export of six different data types; Deals, Organizations, People, Products, Notes and Activities.
To export specific data from Pipedrive, you can take the following steps:
HubSpot CRM allows you to quickly export three different categories of data from your account; Contacts, Companies and Deals. To carry out an export here:
Your CSV file with the contacts will be emailed to your email address and by clicking Download my data, you can easily gain access to this.
Exporting from Salesforce involves a few more steps than the others but it is quite straightforward once you follow each one in order.
To export all of your contacts from Salesforce, you can take the following steps:
All contact details will be downloaded to a CSV file for you to use when importing into your new CRM system.
Insightly allow you to carry out the following different export types:
To export your data from Insightly:
To run an export of your data from Zoho CRM:
Remember there are times when it is just better to move to a new system rather than suffer on. If you want to move along with your business and to increase your sales, check out OnePageCRM and we’ll show you the best way to grow your business using the Next Action Sales methodology.