ProTracker
SAP CRM
Transfer contacts, activities, and more from ProTracker to SAP CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to SAP CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM built by financial planners for financial planners
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Purpose-built for financial planning industry since 1997
Intelligent selling made simple
SAP Sales Cloud is an AI-driven CRM and sales automation platform that helps organizations streamline sales processes with forecasting, lead management, guided selling, and real-time performance analytics integrated with SAP's enterprise ecosystem.
Native integration with SAP ERP ecosystem
"Intelligent selling made simple"
SAP Sales Cloud is an AI-driven CRM and sales automation platform that helps organizations streamline sales processes with forecasting, lead management, guided selling, and real-time performance analytics integrated with SAP's enterprise ecosystem.
Ideal for: Medium to large enterprises already using SAP products that need complex sales automation with deep ERP integration and AI-powered selling capabilities.
Native integration with SAP ERP ecosystem
AI-powered guided selling and recommendations
Real-time sales performance analytics
Digital Selling workspaces for productivity
Learn more at
sap.com
See exactly which data objects transfer from ProTracker to SAP CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to SAP CRM.
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Prefer email? talk@ambrstack.com
