Zoho to Pipedrive Migration: Explore New Business Ground [How To]

Discovering CRM Pitfalls

A successful business strategy builds on the right objectives, client-oriented tactics, and practical tools. Due to the constant technology advancement, many companies opt for migrating to more developed CRM systems. The lack of functionality choices and the overinvestment in the solutions induce a number of companies to migrate from Zoho to Pipedrive.

Main Reasons to Pick Out Pipedrive

Pipedrive is a simple, yet robust sales CRM used by small and mid-sized organizations. The solution enables you to pipeline-through lead tracking, add activities to deals, and get sales reports about your team’s performance. The platform provides a number of customizable options starting from filters to sales pipeline stages that your prospects flow through. Furthermore, you are able to catalog each detail of the interaction and setup the notifications with follow ups and to-do-lists. Pipedrive integrates well with Google Apps, marketing and customer service solutions, and other software.

Looking at the pricing options, Pipedrive has a $12/user/month subscription with a full feature set: lead tracking, reporting, integrations, Pipedrive Mail page, and multi-level permissions. Zoho offers a free account, that includes limited capabilities. If you happen or need more, be ready to spend between $15 up to $50/user/month to get the tools that would be similar to Pipedrive.

Step-By-Step Guide of Zoho to Pipedrive Transfer

The data migration process might be a challenging task, but an automated migration service Trujay can help you handle the process in a fast and secure way. Get advantage of the data mapping feature for the accurate records transfer and free Demo migration to see the process in action. To perform the migration from Zoho to Pipedrive, consider 4 simple steps:

Step 1. Go to app.trujay.com and sign up.

Step 2. Choose your current Zoho, provide email and password.

Select your future Pipedrive and fill out API Key.

Step 3. Check CRM modules you want to switch, map the fields and start your free Demo Migration to make sure the service is working properly.

Step 4. If you are satisfied with Demo results, you can proceed with the data switch.

Data migration is a complex process, but with an automated migration service Trujay, you will save time, money, and efforts. Don’t hesitate, start free Demo from Zoho to Pipedrive right now!