Bob L.
1 review written · 5.0 average
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Reviews by Bob L.
★★★★★
I've implemented or re-implemented Salesforce.com 6 times to support my sales teams as a sales leader, not a systems integration pro. My current company had been using PipeDrive for a few years, which has its own advantages but was not keeping up with our needs as the company grew selling B2B SaaS solutions with an Account Based Marketing approach. I tried using Import Wizard and DataLoader.io, but the biggest challenge was getting the historical info out of PipeDrive. After spending too much time in Excel VLOOKUP hell, our CTO recommended we look at Data2CRM. After the free sample conversion, I was convinced it was able to do the full historical conversion faster and better than the old-school method I had tried and used before. It's the right tool for the job!
