Migrating from one CRM System to another is not as simple as moving the files on your computer from one folder to another. CRM Data Migration is a challenging process, and if it goes wrong, it can lead to a lot of problems, including system outages, poor data quality, and data theft. Therefore, data migration should proceed with caution, and it requires a lot of preparation, planning, and analysis, and you need reliable Data Migration experts like YAALI at your side for error-free and successful CRM data migration.
With our years of experience and expertise, we guarantee you that we won't lose data during data migration as well as complete the migration process without any disruptions to your business.
Moving your data from Salesforce to Zoho can be a tedious and delicate process, where any errors can corrupt data, set the project off track, disrupt your business operations and data can be lost. However, when you work with the right Zoho CRM Partner like YAALI, the data migration process becomes seamless and you have peace of mind knowing that all your data securely moved into Zoho CRM, without data loss.
Needless to say, data migration isn’t always just a point-and-click maneuver! A well-planned data migration approach and strategy are crucial for a successful Zoho CRM implementation and error-free data migration. There are five stages in our data migration process to migrate your data securely and efficiently from Salesforce to Zoho CRM.
Before we start working on the technical aspects of your migration, we initially conduct a “Migration Planning Session” to know more about your business and understand your requirements from a technical and business user perspective, review how you’re using your current CRM system (Salesforce),understand the data concerns you need to be addressed before and after the migration is completed, data quality enhancements (e.g. duplicates removal) as well as customizations you may need in the new system and finally construct a foolproof plan to migrate your data from Salesforce to Zoho CRM.
To ensure smooth onboarding, our Zoho CRM Developer will set up roles and profiles for each user beforehand in Zoho CRM just like you set up in Salesforce. Afterwards, we create all the necessary users in Zoho CRM according to their roles. This will ensure that they have the necessary permissions to access their data when the data migration is complete.
The foremost step in migrating your data from Salesforce CRM to Zoho CRM is to export your data. In order to do this, we will use the Salesforce Data Export Service native Salesforce functionality to export all your data as a .CSV file, or utilize Dataloader.io which allows us to bulk import and export data in Salesforce and perform mass data operations, like import, export or delete, for your Salesforce records for standard and custom objects.
Once your data has been exported, we will move forward with a data quality check before importing it into Zoho CRM. During data assessment, we can understand what data you need to migrate, remove duplicates, check misspellings and other errors. For safety and security purposes, we usually backup all your data before preparing the data for migration to avoid any mishaps. You can rest assured that you won’t lose any data.
After exporting the data from Salesforce, we start the importing process in Zoho CRM. During the data import process, we perform data mapping and it is an essential step in our migration plan because it determines how efficient our migration process will be.. Data mapping is crucial because inaccurate mapping can lead to an improper data transfer process. In order to reduce the possibility of incorrect data mapping and make data migration more efficient, we always maintain a repository of comprehensive data mapping information.
Using the data mapping information, we confidently begin map the Salesforce objects (Standard and Custom objects) with Zoho CRM modules, and Salesforce fields (Standard and custom fields) with Zoho CRM fields. Suppose , if the fields and modules are not available in Zoho CRM, we'll create them on the fly and map them with your Salesforce respective fields and objects, ensuring you that data will be transferred correctly and relationships between records will remain intact after the migration.
The imported data will be tested and cross-referenced with the source data (Salesforce) to verify its accuracy.Data accuracy is a key attribute of high-quality data, a single inaccurate data point can wreak havoc across the entire system.
Imagine what would happen if revenue data is imported incorrectly or record owners get set incorrectly or tasks set for one user get assigned to some other user. To avoid this kind of mishap, our QA team checks whether all the data from your Salesforce is properly migrated to Zoho CRM after the import to make sure all the data is transferred correctly with the right format and relationships.
In addition, our Zoho developers double-check of your existing CRM data with the migrated data in Zoho CRM for errors against the mapping as well as the associations between all objects and look for any inconsistencies in the migrated data like duplicates, missing details and make the necessary corrections right away.
End-User Training has been conducted by our Zoho training specialists, which will help your employees learn how to use Zoho CRM efficiently and it also helps smooth the transition from your legacy platform (Salesforce) to the new one(Zoho CRM) which makes your employees don’t feel frustrated by the change.
Additionally, we offer custom training program- tailored specifically to the needs of individual users and the organization as a whole.
Schedule a call with one of our Data Migration experts now to clarify all your doubts and get an estimate for your migration requirement.
Modules Mapping: WE can migrate both the standard and custom objects to Zoho CRM’s standard and custom modules from your Salesforce account:
| Salesforce Objects | Zoho CRM Modules | |
|---|---|---|
| Leads | Leads | |
| Opportunities | Deals | |
| Accounts | Accounts | |
| Contacts | Contacts | |
| Activities (Tasks,Meetings,Calls) |
Activities (Tasks,Meetings,Calls) |
|
| Attachments | Attachments | |
| Documents | Files | |
| Notes | Notes | |
| Campaigns | Campaigns | |
| Products | Products | |
| Quotes | Quotes | |
| Price Books | Price Books | |
| Invoices | Invoices | |
| Sales Orders | Sales Orders | |
| Cases (Web-to-Case,Email-to-Case) |
Cases (Web-to-Case,Email-to-Case) |
|
| Web-to-lead Forms | Web-to-lead Forms |
Reports and Dashboards – All of your reports and dashboards from your Salesforce account are replicated in Zoho CRM.
Workflow & Process Builder – If you have any Workflows and business process automation set up in Salesforce, we can replicate your Workflows as well as replica of your business process using Blueprint in Zoho CRM. In addition, we can automate your complex business processes using CommandCenter in Zoho CRM- it's like an advanced set of workflows that connects multiple modules, which is something you can't find in a blueprint.
Third-party Apps – We'll check the third-party integrations available in your Salesforce account, and check to see if Zoho CRM has similar integration options. It probably does! If not, the third-party apps you are using in Salesforce will be integrated with your Zoho CRM account.
You’ve come to the right place. YAALI is a certified Zoho Partner with extensive experience and expertise in planning and executing the data migration process.
See how we migrated data from Salesforce to Zoho for one of our Salesforce clients.
Project Description:
The client was looking for an easy and hassle free data migration experience from Salesforce to Zoho CRM. There were thousands of Leads, Contacts records along with the Notes, Attachment and Activity history that need to be migrated to Zoho CRM as per the GDPR Compliance.
The challenge was to move the Lead records into Zoho CRM before moving the related records like Notes, Tasks, Events to update the migrated Leads and Contact. We also overcome the number of fields limitation restrictions on the Zoho CRM by building custom modules and relating them to Lead. The migration was done using the Salesforce Dataloader and Import wizard of Zoho CRM. Some level of data format modification needed for the data exported from Salesforce to suit Zoho CRM format which was done manually through Excel automation.
The migration was completed successfully and went into Zoho CRM live account for production use within the agreed timelines, without data loss.
Migrating from one CRM System to another is not as simple as moving the files on your computer from one folder to another. CRM Data Migration is a challenging process, and if it goes wrong, it can lead to a lot of problems, including system outages, poor data quality, and data theft. Therefore, data migration should proceed with caution, and it requires a lot of preparation, planning, and analysis, and you need reliable Data Migration experts like YAALI at your side for error-free and successful CRM data migration.
With our years of experience and expertise, we guarantee you that we won't lose data during data migration as well as complete the migration process without any disruptions to your business.
Moving your data from Salesforce to Zoho can be a tedious and delicate process, where any errors can corrupt data, set the project off track, disrupt your business operations and data can be lost. However, when you work with the right Zoho CRM Partner like YAALI, the data migration process becomes seamless and you have peace of mind knowing that all your data securely moved into Zoho CRM, without data loss.
Needless to say, data migration isn’t always just a point-and-click maneuver! A well-planned data migration approach and strategy are crucial for a successful Zoho CRM implementation and error-free data migration. There are five stages in our data migration process to migrate your data securely and efficiently from Salesforce to Zoho CRM.
Before we start working on the technical aspects of your migration, we initially conduct a “Migration Planning Session” to know more about your business and understand your requirements from a technical and business user perspective, review how you’re using your current CRM system (Salesforce),understand the data concerns you need to be addressed before and after the migration is completed, data quality enhancements (e.g. duplicates removal) as well as customizations you may need in the new system and finally construct a foolproof plan to migrate your data from Salesforce to Zoho CRM.
To ensure smooth onboarding, our Zoho CRM Developer will set up roles and profiles for each user beforehand in Zoho CRM just like you set up in Salesforce. Afterwards, we create all the necessary users in Zoho CRM according to their roles. This will ensure that they have the necessary permissions to access their data when the data migration is complete.
The foremost step in migrating your data from Salesforce CRM to Zoho CRM is to export your data. In order to do this, we will use the Salesforce Data Export Service native Salesforce functionality to export all your data as a .CSV file, or utilize Dataloader.io which allows us to bulk import and export data in Salesforce and perform mass data operations, like import, export or delete, for your Salesforce records for standard and custom objects.
Once your data has been exported, we will move forward with a data quality check before importing it into Zoho CRM. During data assessment, we can understand what data you need to migrate, remove duplicates, check misspellings and other errors. For safety and security purposes, we usually backup all your data before preparing the data for migration to avoid any mishaps. You can rest assured that you won’t lose any data.
After exporting the data from Salesforce, we start the importing process in Zoho CRM. During the data import process, we perform data mapping and it is an essential step in our migration plan because it determines how efficient our migration process will be.. Data mapping is crucial because inaccurate mapping can lead to an improper data transfer process. In order to reduce the possibility of incorrect data mapping and make data migration more efficient, we always maintain a repository of comprehensive data mapping information.
Using the data mapping information, we confidently begin map the Salesforce objects (Standard and Custom objects) with Zoho CRM modules, and Salesforce fields (Standard and custom fields) with Zoho CRM fields. Suppose , if the fields and modules are not available in Zoho CRM, we'll create them on the fly and map them with your Salesforce respective fields and objects, ensuring you that data will be transferred correctly and relationships between records will remain intact after the migration.
The imported data will be tested and cross-referenced with the source data (Salesforce) to verify its accuracy.Data accuracy is a key attribute of high-quality data, a single inaccurate data point can wreak havoc across the entire system.
Imagine what would happen if revenue data is imported incorrectly or record owners get set incorrectly or tasks set for one user get assigned to some other user. To avoid this kind of mishap, our QA team checks whether all the data from your Salesforce is properly migrated to Zoho CRM after the import to make sure all the data is transferred correctly with the right format and relationships.
In addition, our Zoho developers double-check of your existing CRM data with the migrated data in Zoho CRM for errors against the mapping as well as the associations between all objects and look for any inconsistencies in the migrated data like duplicates, missing details and make the necessary corrections right away.
End-User Training has been conducted by our Zoho training specialists, which will help your employees learn how to use Zoho CRM efficiently and it also helps smooth the transition from your legacy platform (Salesforce) to the new one(Zoho CRM) which makes your employees don’t feel frustrated by the change.
Additionally, we offer custom training program- tailored specifically to the needs of individual users and the organization as a whole.
Schedule a call with one of our Data Migration experts now to clarify all your doubts and get an estimate for your migration requirement.
Modules Mapping: WE can migrate both the standard and custom objects to Zoho CRM’s standard and custom modules from your Salesforce account:
| Salesforce Objects | Zoho CRM Modules | |
|---|---|---|
| Leads | Leads | |
| Opportunities | Deals | |
| Accounts | Accounts | |
| Contacts | Contacts | |
| Activities (Tasks,Meetings,Calls) |
Activities (Tasks,Meetings,Calls) |
|
| Attachments | Attachments | |
| Documents | Files | |
| Notes | Notes | |
| Campaigns | Campaigns | |
| Products | Products | |
| Quotes | Quotes | |
| Price Books | Price Books | |
| Invoices | Invoices | |
| Sales Orders | Sales Orders | |
| Cases (Web-to-Case,Email-to-Case) |
Cases (Web-to-Case,Email-to-Case) |
|
| Web-to-lead Forms | Web-to-lead Forms |
Reports and Dashboards – All of your reports and dashboards from your Salesforce account are replicated in Zoho CRM.
Workflow & Process Builder – If you have any Workflows and business process automation set up in Salesforce, we can replicate your Workflows as well as replica of your business process using Blueprint in Zoho CRM. In addition, we can automate your complex business processes using CommandCenter in Zoho CRM- it's like an advanced set of workflows that connects multiple modules, which is something you can't find in a blueprint.
Third-party Apps – We'll check the third-party integrations available in your Salesforce account, and check to see if Zoho CRM has similar integration options. It probably does! If not, the third-party apps you are using in Salesforce will be integrated with your Zoho CRM account.
You’ve come to the right place. YAALI is a certified Zoho Partner with extensive experience and expertise in planning and executing the data migration process.
See how we migrated data from Salesforce to Zoho for one of our Salesforce clients.
Project Description:
The client was looking for an easy and hassle free data migration experience from Salesforce to Zoho CRM. There were thousands of Leads, Contacts records along with the Notes, Attachment and Activity history that need to be migrated to Zoho CRM as per the GDPR Compliance.
The challenge was to move the Lead records into Zoho CRM before moving the related records like Notes, Tasks, Events to update the migrated Leads and Contact. We also overcome the number of fields limitation restrictions on the Zoho CRM by building custom modules and relating them to Lead. The migration was done using the Salesforce Dataloader and Import wizard of Zoho CRM. Some level of data format modification needed for the data exported from Salesforce to suit Zoho CRM format which was done manually through Excel automation.
The migration was completed successfully and went into Zoho CRM live account for production use within the agreed timelines, without data loss.
We have the Zoho CRM experts to help you with your Data Migration.
