Salesforce to Zoho: Comprehensive Migration 

Guidelines    

 

  

    

CRM software plays a vital part in running profitable business. The market                       

tendencies alter, and you need to be very inventive and flexible for keeping your                           

clients satisfied. So, how to choose the appropriate system that will meet the needs                           

of company and customer? The diverse variants can confuse any business owner.                       

However, there are two options – Salesforce and Zoho that are worthy your                         

attention. 

Salesforce: Focus on Sales Salesforce is a cloud CRM software for successful business running and productive                       

revenue rates. The system has years of experience in the managing of customer                         

relationship and offers wise solutions for effective marketing campaigns. Let’s take a                       

closer view of the features and tools which Salesforce offers to its users. 

● Marketing management offers a set of tool for designing and performing                     

campaigns starting from the lead and finishing with the money reward. The                       

ability to present your product in social media improves the sales levels and                         

brings more clients. 

● With the help of sales console, you can monitor your team’s                     

progress and the stages of deals. This tool enables with the fast insights                         

in lead status and the access to company’s information optimizes the                     

work process. 

● You may easily develop your productivity with analytics and                 

forecasting capabilities of Salesforce. You can customize reports and get                   

real­time condition of sales, service and third­party data. Using this                   

information, you will be able to calculate your revenue, opportunities and                     

prospects for launching new campaigns. 

● The platform provides a high­level customer support via social service,                   

knowledge base and clients’ communities. 

Zoho: Improve Your Marketing Zoho is a web­based solution for efficient sales, and instructive and wise marketing                         

that brings more valuable clients and leads. The platform provides you with the                         

automation of the main business process and connection with the customers through                       

social networks for efficient and qualitative service. Zoho offers you the following                       

opportunities for constant development. 

● You can enlarge your contact list with the help of lead                     

capturing. Zoho offers a feature for a tracking your visitors                   

that enables you to engage them into a dialogue and                   

attract with your level of service. 

● The marketing performance places its focal point on the                 

email campaigns. You can specify the client requirements,               

prospects of leads and forecast sales level, as well as                   

defining advantages, for designing the effective messages             

and advertisements. 

● The extended reporting abilities enhance the process of planning targeted                   

offers and designing beneficial and dynamic campaigns. 

● The powerful workflow will automate such process as lead and tasks                     

distribution, as well as sending out of emails, notifications and alerts. So, you                         

can focus on sales strategy instead of data managing. 

● Zoho enables you with customer segmentation that has a vital influence on                       

planning targeted offers and launching campaigns of specified products or                   

services. 

● In case, you are willing to improve the scalability of your CRM system, you                           

can employ the add­ons and third­party applications for increasing the sales                     

productivity and administration management. 

Helpful Advice You are sure that Zoho can fulfill your objectives and satisfy your clients, but                           

consider about a safe and fast CRM data switch? Data2CRM gives you a hand in                             

this case. This online service can provide you with an automated, accurate and                         

hands­off migration from Salesforce to Zoho. The process requires no technical skills                       

and will last up to few hours. 

 

How to Migrate Salesforce to Zoho in 6 Steps   

Step 1. Create Your Data2CRM Account Go to app.data2crm.com and sign up. Provide your login and password. 

 

 

   

Step 2. Specify Your Source CRM Select Source CRM type. In your case choose Salesforce. 

 

Then you’ll be redirected to your Salesforce account, in case you are already login, 

all you need is just to press “Allow” button. 

 

 

Step 3. Provide Your Target CRM Details Specify your Zoho details: email and password. 

 

Step 4. Choose Migration Options Select the modules (contacts, accounts, leads, tasks and opportunities) you want to                       

migrate to Zoho. You can move all or only specified option. 

 

Step 5. Launch the Demo Migration Run the Demo migration. Data2CRM will migrate a limited amount of records from                         

each specified module for you to evaluate the service in progress. 

 

Step 6. Start Full Salesforce to Zoho Migration In case, the outcomes of the demo impressed you, start your full migration. 

 

Don’t waste your time on doubts. Start your Salesforce to Zoho demo migration right                           

now! Increase your productivity and efficiency with advantageous opportunities of                   

Zoho and bring your company to new business league.