Zoho CRM Consultants Making Transition Process Easy

by Michal Martin Consultants

It can be tricky when you have to choose the right CRM for your organization. Clients complain that the solution incorporated doesn’t fall up to their expectations. So they reach out to Zoho Consultants for another solution. When your current CRM isn’t working, migrating to Zoho could do wonders. It may seem as a decision fraught with risk but in implementation it is way easier than you can comprehend. We are here to highlight key areas of migration that will put your CRM on the path to success rather quickly and efficiently.

Zoho CRM Consultants Migrate Data, Email, and Inventory

Most sales and marketing team are reluctant to migrate over to a new domain. There are many questions that arise as a result; what happens to existing CRM data? Can you safely switch to the new program without losing information? Zoho CRM Consulting ensures a seamless process which follows a step – by – step guide. This is done so that all the information is brought over with complete ease. Zoho provides a platform that will let you map modules such as leads and accounts to quotes, vendors and products. All the field that you have in your existing CRM are transferred as it is. This is made easy with the help of de-duplication process. It helps to avoid bad or erroneous data.

Email

Email accounts and data can be migrated to Zoho through a simple process. Zoho CRM Certified Consultants will guide you every step of the way. You may have a variety of files on your system. Let’s say your existing CRM provides EML or Zip files. You can use Zoho Mail to upload those. You may also use the Migration Wizard to transfer emails to accounts within the Zoho Mail. The aforementioned is a webmail interface similar to that of Outlook or Gmail. The purpose is to sync all your contacts with the Zoho CRM, Campaigns and Inventory.

Inventory

Businesses that deal in physical inventory have to make use of tools for tracking. Zoho CRM Consultants will best guide you through inventory tracking which will swiftly transfer all your current data to Zoho. The thing that deserves special mention is avoiding double entries and saving time when making the transition from an excel sheet. Inventory migration allows you to transfer modules such as items, sales orders, invoices, bills, contacts and more.

You also have a sheet that gives you the tools to prepare and import your files here. Migrating data to Zoho couldn’t have been easier. It doesn’t matter which CRM you are currently using, all your email, data, and inventory can be easily transferred into Zoho. There are several integrations available through which you can customize your system to fit according to the unique needs of the business. Zoho Consultants are only a call away that can assist you every step of the way. You may schedule a consultation with our professional team of Zoho CRM Certified Consultants to learn more.