Services
Migration to
Zoho CRM
CRM migration service from other popular CRM systems to zoho CRM
- Data Migration
- User Profile, Role & Permission
Migrate from existing CRM to Zoho with ease.
Migrating from one CRM Setup to new CRM requires a lot of planning and monitoring. It includes Data Structure, Data Cleaning and Data Import. We make this journey with best practice and as quick as possible.
Why CRM Migration Service?
Things getting more complex when you are planning to move from legacy crm system to more advanced CRM like Zoho CRM. There are few tools available from Zoho CRM to migrate from popular CRM Systems but It will only work if both systems are in a same data structure or a fresh new CRM.
Taking the expert advice during the migration process is crucial. It is beacuse you dont want to loose valuable data during this transtition process.
If the previous setup is a complex system, it requires to have detailed Migration Action plan even before initiating any process with Zoho CRM.
Steps for Migration to Zoho CRM
We at Insta Web Works follow a simplified approach while migrating from one crm to new zoho CRM instance.
Step 1: Evaluate Legacy CRM setup
Step 2: Identifying Suitable export options
Step 3: Setup or Modify Zoho CRM for Importing data
Step 4: Export Data from Legacy System
Step 5: Cleaning data for quick import
Step 6: Import Data into CRM
Step 7: Testing and Review the Migration
Check how Zoho CRM Consulting helps business towards a successfull Solution
Case Study
Apollo International reduce ongoing opertational cost by 70% switching from a Legacy CRM to Zoho CRM
Case Study
Apollo International reduce ongoing opertational cost by 70% switching from a Legacy CRM to Zoho CRM
