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: 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.
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!