Hassle Free Data Migration to Zoho CRM.
CRM Data migration doesn't always happen just by clicking a button! The time taken to migrate data to Zoho CRM depends on many factors, like data volume and format of the data, data redundancies, customizations, and integrations on your existing platform.
Data migration is a complicated process requiring extensive planning and a thorough understanding of both your existing and Zoho CRM system and hiring a data migration expert can make the migration process easier. It is therefore recommended to conduct a data audit with an experienced Zoho CRM Data Migration Specialist from us before planning your data migration.
Why Should You Trust Us with Your Data Migration?
Migrating data from your current CRM system to Zoho CRM has its own set of challenges. Conducting a successful Zoho data migration is challenging, but when you choose the right Zoho Implementation Partner like YAALI, the data migration process becomes seamless. We have a dedicated team of data migration experts who have vast experience in migrating data from other CRM systems to Zoho. You can save time and money by choosing us to handle your migration.
Being one of the most trusted Zoho CRM Partners, you can rest assured that your data will be safely migrated to Zoho, without any data loss.We assure you that data accuracy and consistency is maintained throughout to ensure a complete and successful migration.
As part of the Migration, we migrate your current CRM data to Zoho along with custom modules, automations set up, forms, email templates, reports, dashboards, third-party integrations, etc.
Our Data Migration Stages
Successful data migration requires a well-planned strategy and approach. We follow a 5-Step FoolProof Process to migrate your data into Zoho CRM securely and successfully.
1. Migration Planning
First things first, we conduct a "Planning Session" to understand your existing system- data formats, dependencies, data quality, field mappings, custom modules, attachments and existing integrations. Our Data Migration Specialist analyzes all of these factors and determines the feasibility of data transfer by assessing the source and destination of the data. After the assessment, our Zoho Data Migration Expert will chalk out the data migration plan that aligns with your business goals. By setting clear and realistic expectations, we make sure you are happy with the migration results.
2. Prepare data for Migration
The data migrating to a new CRM system should maintain its integrity and quality. For this, our Zoho Data Migration Expert follow the best practices for data migration to avert data loss and other risks associated with data migration by cleansing and properly formats the data, removing the irrelevant data and finally checking data quality before importing the data into the Zoho CRM to make sure no data is lost or altered in transit. It gives you peace of mind knowing your data is protected and maintained its integrity during migration. For safety and security purposes, we usually backup all your data before preparing the data for migration to avoid any mishaps.
3. Migrating the data
If you have large volumes of data to be imported, we don't migrate the entire data at once. Instead, we conduct a trial data migration by testing a small subset of the data in the sandbox environment (duplicate version of your production environment) to ensure that the data is mapped correctly from your existing CRM system to Zoho, which helps us to rectify errors in advance & identify migration issues or data inconsistencies that might crop up during migration. After we tested and confirmed the migrated data looks right to us, we come back to you to make sure the data looks right to you as well. Once we get the green light from you, we’ll perform the full data migration.
4. Validate the Migrated data for Accuracy
Our QA engineers will check the accuracy of the data by validating the data transferred from the existing CRM to Zoho CRM. Additionally, we do a double-check of your existing CRM data with the migrated data in Zoho CRM for any defects, inconsistencies, and gaps to make sure all the data is transferred correctly with the right format, relationships and quality.
5. End-User Training
Post-migration end user training is crucial for user adoption.That’s why we offer End-User training for your employees to get accustomed with Zoho CRM, which enables them to work more efficiently and helps them transition from their current system to Zoho CRM without feeling frustrated by the change. Peace of Mind guaranteed.
Migrating Data to Zoho CRM
“ Error-Free Migration from your existing CRM system to Zoho.”
Our Zoho CRM Experts have helped many clients overcome Zoho migration challenges over the years. With that experience and knowledge, we assure you that during your data migration, the data stays intact and secured. Your business won't be affected by the migration process.
Our data migration specialists are highly trained to handle your data professionally and securely. No matter what platform you are migrating to, our Zoho Migration Expert makes the entire migration process smooth and secure. Some of our services for data migration from existing data sources to Zoho CRM include:
- Migrating from Salesforce to Zoho CRM
- Migrating from Insightly to Zoho CRM
- Migrating from Pipedrive to Zoho CRM
- Migrating from HubSpot to Zoho CRM
- Migrating from Microsoft Dynamics CRM to Zoho CRM
- Migrating from ACT to Zoho CRM
