SugarCRM to Zoho Migration Guide
SugarCRM to Zoho Migration Guide. When you’re starting a business, you frequently don’t imagine how great is the scope of efforts and tools needed to work profitably, efficiently, and with no much overload. While the amount of effort you put in usually depends on you personally, the choice of tools to ease up your work plays an important role.
So, you might have chosen SugarCRM to help you keep track of the leads, customers, automate sales and marketing, and lots of other things. However, this system might prove to be overkill for your business – there can be plenty of features you don’t need or use so seldom you could perfectly do without. It wouldn’t be the least of a problem if you didn’t have to pay for the unnecessary features too. It’s something like living in the five-star hotel and doing your laundry yourself– either you should move to cheaper accommodation or relax while others do everything for your money.
Since you keep reading, it’s logical to assume you select the first variant and desire to switch to the CRM which would be more cost-effective, but no less productive. In this case, direct your glance towards the Zoho system.
This CRM has over 8 years of experience on the market, being oriented at small and medium businesses. So, what’s in it for you?
- Zoho presents one of the most attractive pricing models available – you pay less than for SugarCRM but receive no less necessary functionality.
- Zoho’s got a clean and easy to use interface that wins over Sugar’s usability.
- Zoho includes integration with practically all Google Apps and works well on mobile so that you stay up to date at all times.
Migrate Sugar to Zoho in 5 Simple Steps
Well, in case you already think that Zoho could make a perfect CRM for you, let us show you the way to switch from SugarCRM to Zoho in the smooth and very swift way with an online service Trujay that’ll do all the job for you fast and automatedly.
1 Step. Create Trujay Account
To start your SugarCRM to Zoho migration setup, visit app.trujay.com and register an account.
2 Step. Specify SugarCRM Details
Provide the necessary details for your– SugarCRM - its web address, type (pick SugarCRM), and login credentials for the CRM.
3 Step. Provide Zoho Details
In the next step, you’ll need to provide the same info for your new Zoho (so make sure you’ve got an account at Zoho before starting the migration setup).
4 Step. Select Migration Options
The following step allows you to move a limited amount of data together with the relations between them to check out how the service works. You can easily skip this step to save a few minutes by simply checking the corresponding box. But we recommend sparing this time to see what the migration looks like. Note, you can choose a deduplication option to eliminate all the dupes.
5 Step. Start Full Sugar to Zoho Migration
Migrating all of your data – is a click away once the Demo was completed. So all you need to do is to click the “Start Full Migration” button. Before you know it, you’ll be able to enjoy your company data in the new Zoho interface.
So, this is a perfect chance for you to try the alternative CRM at no risk or expense – get a free account at Zoho and move from SugarCRM to Zoho in no time and effort.