Nowadays, business running process became a lot easier with a help of CRM platforms. With useful CRM software, you can manage client accounts, leads and orders to improve data and process management and cost control. Even if you are interested in increasing sales and improving customer satisfaction, it is essential to choose the ideal software that meets the needs of your business so that you can achieve the set goals.
Let’s compare two CRM systems and find out how to migrate SuiteCRM to Zoho.
As a customer-oriented system, Zoho provides its clients with an affordable price ($12 for user per month), offers no long-term contracts and provides flexible methods of payment (monthly, quarterly, yearly).
Striking a delicate balance, this solution includes powerful features and smart, comprehensible user interface. That will optimize your working time.
Data export isn’t restricted, so you have the access anytime and anywhere.
Drag and drop feature offers easy management of various processes and requires no extra skills. It also provides different way of customization, for instance you can design specific modules or create additional fields, etc.
Since Zoho is hosted, neither additional installations nor costly services are needed. Besides, this CRM solution is integrated with a list of various apps (Google Apps, MS Outlook, Mailchimp, Gmail, etc). This opportunity enables you to use far more than just standard feature-set.
Sales managing analyzes and provides reports concerning current deals and probable future bargains.
Engaging with social networks without leaving CRM provides Zoho with the advantage of monitoring the changes in customers’ tastes and preferences.
SuiteCRM is a top-rank CRM software that was forked from SugarCRM in 2013. This solution provides its users with two versions on-demand and on-premise. SuiteCRM offers marketing and sales automation options as well as interaction and collaborations among company departments, employees, standing and perspective clients. It’s open-source platform which allows everyone to modify and customize the software code to the company's specific needs and tastes.
Video on How to Migrate SuiteCRM to Zoho with Trujay
Choose Trujay to Migrate SuiteCRM to Zoho
Trujay service is a SaaS that provides users with the opportunity to migrate CRM data across over 120 CRM platforms accurately and securely. It is an automatic tool to perform SuiteCRM to Zoho data transfer without any technical knowledge and skills.
As well, you can take advantages of the following benefits:
Automated CRM Data Migration for over 15 modules
Free Demo Migration
Modules and users matching
Saved relations between the modules
Data Security and Privacy
The Possibility to Restart Migration Over (Migration insurance)
During & Post Migration Technical Support
Activities before Switch
To make sure you do all the appropriate planning and preparation before you migrate SuiteCRM to Zoho by following the next suggestions:
Try out your solution. You can test your future platform and see the system in action.
Analyze and filter your records. Take time to find out how your data is structured, where it resides and what parts require extra attention. Think of what you would like to move to a new system and what should be left behind.
Secure the information. It is highly recommended to prepare a backup and retain it even after the migration is over. It will help to eliminate the possibility of any data loss. You can migrate SuiteCRM to CSV and Excel files for a backup
Notify your employees. Make sure your workers know about a change and are equipped with all required tutorials.
Migrate SuiteCRM to Zoho Automatically in 4 Simple Steps
1.Go to https://app.trujay.com and register your account. Provide your name, email, password and enter the phone number; or sign in with your social network accounts or as a CRM (Salesforce or HubSpot CRM) user.
2. Specify your existing CRM - SuiteCRM. Provide the required credentials.
Next step , you should choose your target CRM type, in your case select Zoho CRM and press "Authorize" button.
You’ll be redirected to your Zoho account in order to confirm the migration process.
3. After that, select items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes together with the related activities such as calls and events. Click Start Free Demo Migration.
4. Now, check out your Demo migration results. If you are satisfied, you may fully migrate SuiteCRM to Zoho.
Actions Afterwards
Now, when the data transfer part is over, it is recommended to use some post-migration tips for better platform implementation and automation:
check out if the records are transferred to the proper fields;
find out if the relations between the items are restored in the right way;
make sure to build personalized workflow rules;
set up the filters for reporting tools;
continue to educate your staff about new system by providing training and holding the meetings. Also, don’t forget to ask for workers’ feedback, so you can gauge where everyone in the organization is with the platform and what issues still need to be addressed.
To Sum Up
Now you know more about the future CRM, the possible migration ways, and how to switch the data automatically just in few steps.
Well, it is high time to migrate SuiteCRM to Zoho right away.
Transfer to Zoho limited amount of your SuiteCRM data by starting free Demo migration, and enjoy using the desired solution.
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