How to Migrate from SuiteCRM to Zoho: the Science of Simplicity [+Video]

Home | Blog |
How to Migrate from SuiteCRM to Zoho: the Science of Simplicity [+Video]

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.register

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.

Don’t wait up, migrate SuiteCRM to Zoho today.

Recommended articles
Blog
Automated CRM Switch with Trujay! Infuse a New Life into Your Business Management!
News of universal importance! MagneticOne unveils the further portion of innovative rock solution. From now on, the automated CRM data migration is more than just a reality; it’s 5-step magic that will import all your data to the dream CRM …
July 10 2014
Blog
SugarCRM Horizons or How to Strike the Right Business Path
With the swift-flowing course of business relationship development, the company-customer connection becomes multifaceted literary procedure. Starting from the targeted audience investigation and ending up with the positive customer experience building, business management processes are almost impossible without a flexible and …
July 11 2014
Blog
SuiteCRM: Behind the Curtain of Open-Source Solution
SuiteCRM is considered to be an advanced solution for small and mid-size businesses. Being a mediator between company and customers, SuiteCRM helps to gain insights into your future customer behavior. Its functionality includes sales-force automation, reporting, customer support, diligent in-house …
July 14 2014