Migrate from Zoho CRM to HubSpot

Home | Blog |
Migrate from Zoho CRM to HubSpot

The business world is getting more competitive every day, making it even more crucial for the organizations to put the extra emphasis on the exceptional customer experience. The companies require advanced CRM, as well as the tool with holistic features. Obviously, they need to improve constantly to reach the final objective.

 

The companies decide to move from the existing solutions to the different ones for a host of reasons: starting from having outgrown the platform to reduce the costs of maintaining it.

 

Lately, many companies tend to migrate from Zoho CRM to Hubspot CRM. According to Google Trends HubSpot is on top nowadays:

 

zoho vs hubspot crm

 

Zoho vs Hubspot CRM: Main Features

 

Zoho and Hubspot CRM, are admired by the companies of small and middle sizes. Both solutions obtain a simple, user-friendly interface, as well as custom modules and integration possibilities.

Zoho obtains the toolset to choose from, but it can be too overwhelming for the enhanced workflow. You can get confused among the variety of characteristics, and pay for functionality you are hardly ever using. Hubspot, on the other hand, enhances your performance with the features you really require.

 

 

Price Matter

 

Despite the fact that Zoho is considered the reasonable software compared to others and starts at $12/user/month with annually billing and $15/user/month with monthly billing. The system also obtains the 15-day free trial. Hubspot takes advantage of costs. For now, the platform is absolutely free forever for an unlimited number of users.

As you can see, Hubspot CRM wins a battle against Zoho. The solution offers you exactly what you need, and nothing extra. If you think that Hubspot CRM can satisfy the needs of your company, then take some preparation steps.

 

 

Getting Ready for the Switch

 

The appropriate planning is key to the successful transferring process, perform the next activities:

 

  • Test the future Hubspot CRM to observe the features
  • Create a data backup to eliminate any information loss
  • Ask around the team and investigate what records to move, as well as which to leave behind
  • Sleek Migration from Zoho to Hubspot CRM

 

The next step after the preparation actions is to find the right tool for completing the smooth and secure data relocation. The process is challenging due to the possibility of losing or damaging the data. But you have an opportunity to complete the Zoho CRM to HubSpot CRM migration excluding copy/pasting with Trujay's automated migration service.

That’s an automated tool that allows you to move the data in a fast, hand-off and secure way alongside the ability to map needed fields/modules. Furthermore, you can restart migration over to overcome the changes. You can try to run a free Demo to check it out.

 

 

The Migration Itself

 

Using the service, the import process can be effortlessly performed in 4 steps:

Step 1. Visit Trujay's Self-Service tool and log in to your credentials. No registration necessary

Step 2. Find Zoho CRM from a drop-down list and authorize in the platform

Step 2.1 Then select HubSpot CRM as your future solution and specify the email, password and the Hub ID (which you can find by going to your HubSpot CRM admin panel and selecting the right account (if you have several) and top right you’ll see the Hub ID number)

Step 3. Check out and map the fields you want to transfer. Once you are ready, start a free sample migration

Step 4. If you are satisfied with your sample results, you can complete the Zoho CRM to HubSpot CRM import by running a full

Points for a Successful Start

 

 

Take care of several things after the migration for better Hubspot implementation and automation:

 

  • Check out if the items are moved to the right fields

 

  • Explore if the relations between the records

 

  • Provide the required training and tutorial for the staff

 

  • Set up the filters for reporting tools

 

  • Make sure to build personalized workflow rules

 

Making The Final Decision

 

If you want to find a solution that is having a lot of small parts or details put together in a complicated way, Hubspot CRM is a way to go. Make your final decision right now, start free sample migration from Zoho to Hubspot CRM right away!

For more information on additional services offered by Trujay, visit the Trujay website or contact a Trujay expert for immediate response time.

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