Zoho to Salesforce Migration: In Keeping with the Best Traditions

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Zoho to Salesforce Migration: In Keeping with the Best Traditions

In our tech-oriented world full of powerful CRM solutions, selecting the right-your-size system for managing your company can be quite a tough decision. Currently, there are a vast amount of different options, and each comes shipped with its own share of robust and weak sides. Nevertheless, at first, try to find out how exactly CRM platform and Zoho to Salesforce Migration can assist your company to get more prospects and how much effort you are willing to put into it.


Those who have been involved in the business sphere over the last decades have certainly encountered with Zoho and Salesforce. These systems have significantly risen in functionality and popularity, proved themselves as all-in-one solutions allowing to manage companies effectively. Let’s delve deeper into Zoho vs. Salesforce features and project the perfect solution for your team and customers.



What Business Owners Have with Zoho CRM


  • Reasonable Price. Free plan for up to 3 users without time limitations)


  • Intuitive UI. Zoho can boast with its clean interface.


  • Basic CRM Features. Zoho offers standard and approved options set, secure data and integration abilities. Furthermore, it provides you with the possibilities like customs modules, advanced workflow, custom related lists, call, and email center connectors and helps desk integration for managing small and mid-size companies.


      • Mobility. Zoho enables its users with mobile access to all parts of the world.
      • Performance. It’s a little bit slowly CRM, as it uses the third-party servers for data saving. Moreover, there is still a risk in saving classified company activity on an external server.
      • Integration Opportunities. It’s rather difficult to integrate this CRM with third-party add-ons. For example, it doesn’t integrate properly with Mailchimp and Gmail.



Reasons Why People Prefer Salesforce CRM


      • Price. Salesforce offers following editions:
        • SalesforceIQ CRM Starter – $25/user/month/billed annually,
        • Lightning Professional – $75/user/month/billed annually,
        • Lightning Enterprise – $150user/month/billed annually,
        • Lightning Unlimited – $300/user/month/billed annually.
      • Flexibility. It includes all standard features (sales forecasting and lead tracking, reporting, and analytics). Moreover, Salesforce offers a great amount of customization possibilities with the drag and drop option. In contrast to Zoho, in Salesforce getting functionality for retail, hospitality, and consumer packaged goods isn’t actually that difficult.
      • Integration. Salesforce can boast such possibility by offering easy and swift integration with email (Outlook, Mailchimp), Google Apps (Calendar, Events) and social media (Linkedin, Twitter, Facebook, and Google+).


At first, it seems to be, that both CRM system offer effective features, approved options set, secure data and integration abilities for your business management. Nevertheless, when it comes to the work with it. As a result, you’ll understand that it can’t suit your business needs and company’ requirements. Somewhile such kind of issue happens with Zoho users, and as the tendency shows they prefer to migrate their CRM data to Salesforce.



Let Trujay Migrate Zoho to Salesforce for You


Automated Zoho to Salesforce Migration - All the Way Guidance

In case you are among of them, and also wish to migrate Zoho to Salesforce, you may use Trujay. With the view of your business well-being, this service offers the unique opportunity of automated Zoho to Salesforce migration. Trujay pulls data from Zoho using API, retrieves it, and pastes to the Salesforce system. The procedure runs into 5 simple steps in the migration wizard. The service allows to migrate leads, contacts, accounts, opportunities, tasks, and, furthermore, preserve relations at your new Salesforce.com. So, let’s take a closer look how it works.



Migrate Zoho to Salesforce CRM Data Step-by-Step



1. Register Trujay Account

Go to app.trujay.com and register your account.




2. Specify Zoho Details

Select CRM platform type from the drop-down menu. Then, provide your Zoho email and password.


Step 3. Identify Salesforce Details

Choose Salesforce as you CRM platform type and push "Authorize" button.

Now, you'll be redirected to your Salesforce account, in case you are already login, all you need is just to press “Allow” button.

4. Select Migration Options (map the desired modules) and Run Demo

Trujay migrates accounts, leads, opportunities, contacts, tasks, and relations directly to Salesforce. To see the service in action, you may run free Demo Migration. Trujay will migrate up to 10 items, and in a few minutes you’ll be able to check up the result.


zoho to salesforce zoho to salesforce mapping


5. Start Full Migration

In case you are satisfied with the demo output, you may start Full Zoho to Salesforce migration.


zoho to salesforce results

Guided Self-Service

In case you’ve reviewed our self-service tool, but you don’t want to use the self-service tool on your own, we have your back. 


Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, visit our Guided Self-Service Migration and get in touch with our experts at  sales@trujay.com. Characteristics:

  • Cost-conscious 
  • 5 hours of expert support
  • Less time-consuming
  • Personal account manager
  • Automated migration process

Custom Migration

Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process. 

Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features:

  • Higher cost 
  • Almost no limitations 
  • Very low involvement
  • Personal approach
  • Little to no time consumed
  • Pre/Post-migration validity
  • Automated migration process

You can find the difference between Self-Service Migration and Custom Migrationhere and more useful information in our blog.  

Custom migration offers these following packages.



Tips after the Zoho to Salesforce Migration


Once the migration is complete, you’ll want to go over a few things to optimize Salesforce implementation:

  1. Check to make sure the items are moved to the right fields.
  2. Check that the relations between records are intact.
  3. Provide the required training to your team.
  4. Set up proper filters for reporting tools.
  5. Create personalized workflow rules for your team.


Although it is possible to transfer data from Zoho to Salesforce CRM on your own, it is not recommended due to the possibility of data loss or injury. It's better to use a tool like Trujay to make sure your data is safe.



Final Notes


So, you already know all the details of automated CRM migration. Don’t wait up anymore! Grab your bit and perform Zoho to Salesforce free Demo Migration right now. To get more information and our Trujay's updates you can here.



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