ZohoCRM to Salesforce: Guide to Seamless Migration.

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ZohoCRM to Salesforce : Guide to seamless migration

Transcript of ZohoCRM to Salesforce: Guide to Seamless Migration.

Page 1: ZohoCRM to Salesforce: Guide to Seamless Migration.

ZohoCRM to Salesforce : Guide to seamless migration

Page 2: ZohoCRM to Salesforce: Guide to Seamless Migration.

Is ZohoCRM the best solution for you?If you are a startup , may be Yes!

 ZohoCRM might seem like a good choice if you are a startup. This is probably because it fulfills the basic requirements of CRM functionality for a small organization, and is very cost-effective as well. Many users have also favored it due to its easy learning curve, allowing startups to adopt it and get functioning in a short amount of time.

Page 3: ZohoCRM to Salesforce: Guide to Seamless Migration.

Why should you shift from ZohoCRM to Salesforce ?

Ability to handle a larger customer base

Richness of features

Easy integration with many Email platforms

Excellent Third Party Support

Superior Customer/Tech Support

Page 4: ZohoCRM to Salesforce: Guide to Seamless Migration.

How do you migrate to Salesforce CRM ?

Migration Pathways

Data Loader & CSV files

Third party tools/Expert

support

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Page 5: ZohoCRM to Salesforce: Guide to Seamless Migration.

Migration Using Data Loader and CSV Files

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Export Data

Create database

Install Data

Loader

Use Apex Tool

Map Headers

Page 6: ZohoCRM to Salesforce: Guide to Seamless Migration.

Migration Using Data Loader and CSV Files

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Page 7: ZohoCRM to Salesforce: Guide to Seamless Migration.

Migration Using Data Loader and CSV Files

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Page 8: ZohoCRM to Salesforce: Guide to Seamless Migration.

Migration Using Data Loader and CSV Files

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Page 9: ZohoCRM to Salesforce: Guide to Seamless Migration.

Migration Using Data Loader and CSV Files

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Page 10: ZohoCRM to Salesforce: Guide to Seamless Migration.

Migration Using Third Party Tools

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Another way of performing the migration would be to use third party tools such as Import2 to perform the transfer of data. This would avoid the use of CSV files, and would not need much expertise. To ensure the sanctity of the databases, it is also common for organizations to seek the help of experts in this area for the migration process.

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There's more to it…

For more information on migration from ZohoCRM to Salesforce

Source http://suyati.com/zohocrm-to-salesforce-the-whys-and-hows-of-a-seamless-migration-process/

Page 12: ZohoCRM to Salesforce: Guide to Seamless Migration.

Thank you

For any queries on Salesforce CRM [email protected]

http://suyati.com/contactus/