zohocrm to salesforce: guide to seamless migration
TRANSCRIPT
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ZohoCRM to Salesforce : Guide to seamless migration
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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.
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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
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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/
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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
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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](https://reader030.vdocuments.mx/reader030/viewer/2022032619/55c4994dbb61ebc84f8b4832/html5/thumbnails/7.jpg)
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](https://reader030.vdocuments.mx/reader030/viewer/2022032619/55c4994dbb61ebc84f8b4832/html5/thumbnails/8.jpg)
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](https://reader030.vdocuments.mx/reader030/viewer/2022032619/55c4994dbb61ebc84f8b4832/html5/thumbnails/9.jpg)
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](https://reader030.vdocuments.mx/reader030/viewer/2022032619/55c4994dbb61ebc84f8b4832/html5/thumbnails/10.jpg)
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/