 Quite often the CRM migration is seen as a technical challenge. However, the success of migration demands extensive collaboration between the technical and the business teams. Transferring data into the new system should complement the understanding of the business context.
 Addressing the need for ROI-driven business solutions, migrating data to Zoho CRM literally means moving to innovative Customer Relationship Management solution that provides powerful functions through easy-to-use interface.
However, migration is not merely moving data into the Zoho CRM, it is about making the data work within the Zoho CRM system.
Why Zoho CRM?
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CRM with integrated inventory management |
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No data lockup, export your CRM data anytime |
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No long-term commitment, pay as you go |
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Migrate data in a few steps |
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Free dedicated customer support |
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You get a cost-effective enterprise-grade CRM online |
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And you get to utilize many other features as you become part of the Zoho eco-system |
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Steps to Zoho CRM Migration
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Get CRM data
Request your existing CRM vendor to provide your CRM data. |
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Convert to .CSV format
Convert the received CRM data files into .CSV format before proceeding to the next step. |
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Upload data
Once the files are ready, upload the data files to your file server or send a migration request along with the downloading URL to Zoho CRM support. |
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Migrate data
Once the data is ready, migrate data using the Zoho CRM data migration tool. |
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