This document provides guidance on how to migrate data from one CRM system to another using Trujay. It outlines the benefits of CRMs for businesses and explains Trujay's hassle-free migration process. The process involves analyzing your current data, securing information, notifying employees, and conducting a pre-migration checklist. It then provides step-by-step instructions on how to migrate from Copper to Excel using Trujay's online wizard and tools to map fields and evaluate sample migrations.