salesforce to zoho: definite migration guide

Download Salesforce to Zoho: Definite Migration Guide

Post on 20-Jul-2015

36 views

Category:

Technology

1 download

Embed Size (px)

TRANSCRIPT

  • SalesforcetoZoho:ComprehensiveMigration

    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:FocusonSalesSalesforce 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. Lets take a

    closerviewofthefeaturesandtoolswhichSalesforceofferstoitsusers.

    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

    bringsmoreclients.

    With the help of sales console, you can monitor your teams

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

    in lead status and the access to companys information optimizes the

    workprocess.

    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

    prospectsforlaunchingnewcampaigns.

    The platform provides a highlevel customer support via social service,

    knowledgebaseandclientscommunities.

  • Zoho:ImproveYourMarketingZoho 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

    opportunitiesforconstantdevelopment.

    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

    attractwithyourlevelofservice.

    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

    andadvertisements.

    The extended reporting abilities enhance the process of planning targeted

    offersanddesigningbeneficialanddynamiccampaigns.

    The powerful workflow will automate such process as lead and tasks

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

    canfocusonsalesstrategyinsteadofdatamanaging.

    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

    productivityandadministrationmanagement.

  • HelpfulAdviceYou 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

    andwilllastuptofewhours.

    HowtoMigrateSalesforcetoZohoin6Steps

    Step1.CreateYourData2CRMAccountGotoapp.data2crm.comandsignup.Provideyourloginandpassword.

  • Step2.SpecifyYourSourceCRMSelectSourceCRMtype.InyourcasechooseSalesforce.

    ThenyoullberedirectedtoyourSalesforceaccount,incaseyouarealreadylogin,

    allyouneedisjusttopressAllowbutton.

  • Step3.ProvideYourTargetCRMDetailsSpecifyyourZohodetails:emailandpassword.

    Step4.ChooseMigrationOptionsSelect the modules (contacts, accounts, leads, tasks and opportunities) you want to

    migratetoZoho.Youcanmovealloronlyspecifiedoption.

  • Step5.LaunchtheDemoMigrationRun the Demo migration. Data2CRM will migrate a limited amount of records from

    eachspecifiedmoduleforyoutoevaluatetheserviceinprogress.

    Step6.StartFullSalesforcetoZohoMigrationIncase,theoutcomesofthedemoimpressedyou,startyourfullmigration.

  • Dont waste your time on doubts. Start your Salesforce to Zoho demo migration right

    now! Increase your productivity and efficiency with advantageous opportunities of

    Zohoandbringyourcompanytonewbusinessleague.

Recommended

View more >