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View Full Version : Moving from SalesForce to DJO - how do we cut the cord from SF?



edparry
07-06-2015, 10:29 PM
We started with SaleForce, but it is just way too much capability for us at this time. We're looking to make a one-time sync to pull the SF data down (trying to avoid all to key strokes), and then letting the SF subscription expire.

We'll have two of us running a CRM on both PCs and Android devices (smartphones and tablets) from physically separate locations (8 to 10 miles when we're not on the road), so it appears that we'll want a cloud service to keep all these devices sync'd. How do we run DJO on the PCs - through an Outlook sync?

Looking forward to starting up with DJO!

DJOCTO
07-07-2015, 09:59 AM
Ed, to get data from SalesForce to Outlook use CL Pro or CL FA Demo. This gives you two weeks.

For Ongoing sync you only need CompanionLink for Outlook. I would recommend DejaCloud because that will easily handle your sites and devices.

edparry
07-22-2015, 09:20 PM
Thanks, We'll give it a go...

edparry
07-22-2015, 09:26 PM
So we could just make a one-time SF pull-down direct to DejaCloud?

edparry
08-11-2015, 09:04 PM
So I downloaded CL Pro Demo. It doesn't seem to like the XP system I'm running, even though it seems to want XP. Thoughts?
But I did get it to work on a Win7Pro64 PC.

OK to ping me at [email]

232

DJOCTO
08-16-2015, 09:33 AM
Ed, I'll have a tech reach out. It will probably be Monday. I edited your post to remove the open email. I hope that's ok.

edparry
08-17-2015, 10:23 PM
Thanks. that works for me.

edparry
08-20-2015, 10:05 PM
ETA on tech contact? Thanks

DJOCTO
08-26-2015, 03:14 PM
Ed I gave it to a tech. I'll go light a fire. Sorry for the delay.