how to migrate salesforce to zoho effortlessly
DESCRIPTION
Want to migrate your CRM data from Salesforce to Zoho? The following presentation will help you to make a choice and to figure out how to do it quickly, accurately and for free. For more information visit: http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migrationTRANSCRIPT
How to Migrate fromSalesforce to Zoho
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Salesforce to Zoho?
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
Migration Setup2. Specify Source Details
• Select your CRM type, in this case choose Salesforce.
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
Migration Setup3. Specify Source data
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button.
In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration.
Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled.
Migration Setup3. Target CRM URL
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
• Select Zoho CRM type from the drop-down menu. • Then, provide your login & API key for Zoho system.
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves up to 10 items of all specified modules for you to see how the service works.
Note. You can skip this step and start Full migration right away
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to Zoho.
After you start the full migration,your Salesforce data will be
moved directly to Zoho.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Zoho software.
http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration
