ZohoCRM to Salesforce: The Whys and Hows of a Seamless Migration Process

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May
06
2015
  • Author:
  • Aparna George

If you are a startup that is looking around for a CRM solution, ZohoCRM might seem like a good choice. 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.

migration from zoho to salesforce crm

As your organization grows, the requirements that you might have of a CRM would evolve and increase along with it. It is at this time that you might realize the limitations in functionality offered by ZohoCRM, and start considering other options like Salesforce. Some expert users have also reported some technical glitches that impeded their functioning with Zoho. This is also a time when companies could start considering a bigger investment, especially when getting an efficient solution for it.

Salesforce has proved itself to be a superior CRM solution, due to the following reasons:

Ability to handle a larger customer base: Salesforce is an easily scalable solution and is the ideal choice for handling the complex and large customer database that is common in larger organizations.

Richness of features: Organizations can make use of an abundant list of features when they opt to use the Salesforce CRM solution. For example, users can customize their dashboard very extensively when they use Salesforce, which gives them a lot of control over how the data is displayed to them. They could also make use of a very versatile document management system that is considered to be better than the Zoho Docs system for the same functionality.

Easy integration with many Email platforms: While Zoho allows an easy integration only with their own product of ZohoMail, Salesforce users can choose from a variety of email products including Outlook and Google mail.

Excellent Third Party Support: Through the AppExchange, Salesforce offers a wealth of third party apps to support its functioning. The support for third party integration is another area where Zoho seems to be lagging behind a bit, with some apps available but not a comparable extensive list.

Superior Customer/Tech Support: There is no question about the amazing support provided by the Salesforce team to its customers. Zoho seems to need some improvement in this area as well, with delays and lack of solutions being a deterrent to customers.

Now that it is clear as to why growing organizations would prefer to migrate from Zoho CRM to Salesforce, let us understand the two ways to go about it as well.

Migration Using Data Loader and CSV Files

With an easy sequence of steps, you can ensure that all your data on Zoho CRM is migrated to Salesforce. In short, these are:

  1. Export all your data into CSV files, which are the easiest format to be used for this migration.
  2. Create the databases that you would need for Salesforce with the necessary headers, and ensure that you do not delete any apparently unused fields until you are sure about them.
  3. In case Data Loader is not yet installed on your Salesforce, this is the time when you must download and install it.
  4. Using the Apex tool provided by Salesforce, you can now open the CSV files that were previously created by exporting from Zoho CRM.
  5. Now comes the main step of the migration, where you must map the headers of your CSV file with the database headers in Salesforce. This will be a seamless process if your Salesforce headers have been created correctly.

Migration using Third Party Tools or Expert Support

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.

Whichever the path you choose for the migration, your organization is sure to soon start reaping the benefits of choosing a CRM like Salesforce. The richer feature set and the user friendliness of the dashboards are just some of the immediate impacts. Many more of the advantages would be reflected in the achievement of business goals of your enterprise.

Are you considering a migration from Zoho CRM to Salesforce soon? Do let us know how our article helped you in the process.

For more details on migration process, do write to us at jghosh@suyati.com

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