Migrating from Salesforce to Zoho CRM — An Affordable Alternative with Infinite Potential for Customization

Your business’s CRM solution is the most powerful tool available to your sales staff, making it possible to sell smarter and faster by building long-lasting relationships with help from intelligent data. A CRM gives everyone in your company access to information about a customer’s history with your organization, the journey they took to get to where they are now, where they’re located, what they’re interested in, and more. Without a versatile CRM solution, your teams go into sales calls blindly, making it far more difficult for them to sell or build any sort of lasting relationship.

Salesforce has long stood as one of the most popular CRM solutions, offering sales teams and customer support staff the features they need to maintain critical customer information and build relationships. Unfortunately, as the years go on, the cost of Salesforce continues to grow. This means that even for a small business, the cost of Salesforce is thousands of dollars every single year, not including initial setup fees.

As the COVID-19 pandemic looks to continue for the foreseeable future, business technology spend is naturally becoming tighter and tighter, making Salesforce an unrealistic option for many small businesses and not-for-profit organizations. Thankfully, there’s a viable and far more affordable alternative available to businesses — Zoho CRM. Zoho’s CRM solution offers the same versatility and wealth of features enjoyed by users of Salesforce, with built-in AI, marketing automation, built-in Telephony, integration with Google Workspace and Office 365, and more, all of which, when combined with a lower price tag, puts Zoho CRM far above Salesforce.

The unparalleled customization of Zoho CRM

What truly sets the two platforms apart is the sheer customization and integration potential of the Zoho CRM platform, which drastically outshines Salesforce’s potential. Zoho CRM can be integrated with nearly any workplace solution, and can be customized to perfectly suit your business’s needs by a Zoho Advanced Partner. While Salesforce offers a wide range of integrations, many of them come at a steep price, adding onto the already startling cost of Salesforce.

Even better is that when Zoho users choose a Zoho One subscription, they’re given access to dozens of apps including a basic accounting package in Zoho Books, a project management tool in Zoho Projects, a quick and easy way to conduct surveys in Zoho Surveys, and an intelligent email marketing tool in Zoho Campaigns. All these solutions and more are available to your business for less than the cost of Salesforce, allowing you to run your entire business from one impressive operating system.

Migrating from Salesforce to Zoho CRM

Boasting the same great features, superior customization and integration potential, and a lower price tag, small businesses have few reasons not to consider migrating from Salesforce to Zoho CRM. The migration process can be a slight hurdle for businesses looking to make the jump, but with a Zoho Advanced Partner overseeing the process, migrating and mapping Salesforce data into Zoho CRM is a breeze.

The migration process involves saving .CSV formatted data files from Salesforce. Once you have these files, a Zoho CRM user with Administrator privileges can navigate to Data Administration and begin the Salesforce migration process. This will involve mapping the files, creating custom modules, creating new fields, assigning default values, and most importantly, checking for data accuracy to ensure that the migration has been completed successfully.

While this might sound like a time consuming and highly involved process, a Zoho Advanced Partner such as ion8 can complete it for you quickly and accurately, guaranteeing data accuracy and ensuring that nothing is lost in the process. After your migration is complete, you’ll be able to enjoy a fully customizable CRM experience at an infinitely lower cost. When you factor in the value of Zoho One on top of this, you’ll be able to run your business from the comfort and convenience of a single operating system.

Making the transition from Salesforce to Zoho CRM will ensure that your business reduces its technology spend significantly, ensuring that you can continue to weather the storm without sacrificing function, ease of use, or versatility. Choosing a Zoho Advanced Partner like ion8 to handle your migration from Salesforce to Zoho CRM guarantees that the process will be completed quickly, seamlessly, and without error, letting your business get back to what it does best without experiencing any significant downtime. To learn more about how ion8 can transform your business through the implementation, customization, and integration of Zoho CRM, get in touch with our expert team today.

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