Salesforce CRM and Zoho CRM are top notch cloud-based CRM platforms. Salesforce automation provides SaaS (Software as a Service). Several users select Zoho CRM as it is quite easy to use, affordable with exclusive requirements. With the passage of time, Zoho CRM need is increasing and the need for marketing and sales is also arising. Here, it is the major point that organizations plan for a rapid change as well as the easiest option that they gain is Salesforce CRM. The demand of Salesforce to Zoho Migration is rising and therefore, we have created a copy to differentiate features both CRMs.
Let’s have a look at some of the features, so you can finalize whether to opt for Zoho or Salesforce.
- Extending Features
Such CRM features frequently require the third party extensions. Recently, Zoho has launched a marketplace where numerous third-party extensions are listed as well but though, Salesforce AppExchange has more extensions listed.
- Customization
Zoho launched different categorical pricing plans and the CRM Platform is greatly customizable under the Enterprise as well as Ultimate Pricing Plans. On the other side, Salesforce CRM is also customizable and has a professional platform within where the consultants can easily customize CRM according to their business requirement.
- Reports & Dashboards
Zoho CRM’s Dashboards and Reports are customizable as well as easy to use. However, the highly customizable reports, as well as dashboards, are also available with the Salesforce CRM.
- Email Integration
It is the most wanted feature. Nobody likes to use CRM and Outlook separately. Both of the CRM solutions have some limitations while using Outlook Integration.
- Document Integration
Both CRM’s Document Management systems are quite powerful.
How to migrate from Salesforce CRM to Zoho CRM?
Strategies in Place
Transferring all data from Zoho CRM to Salesforce and configure new Zoho System quickly according to the settings as well as configurations in a swift, easy and fast way by following the tips below.
CSV Import/Export
It is the easiest way of data migration. If your company has skilled personnel that has a complete idea about both CRM’s features, functionalities, and configurations needed to be work in the new CRM with formats that are required in CSV template; then this option is suitable.
- Go to the Set up -> Data Administration -> Export
- You will see an option of selectively choosing the modules, as well as each module data, can be easily exported in CSV. Most of the required module’s data are:
- Leads
- Accounts
- Contact
- Potentials
- Zoho CRM has a Zoho ID that is associated with every record, but Salesforce also assigns auto IDs when imported. If required, you can easily manage as well as differentiate in salesforce by using the Zoho ID, so don’t delete it.
- The Salesforce CRM has ApexDataLoader. So you can download it from the Setup->Data Management->Data Loader
- Now enter the Salesforce credentials in the ApexDataLoader and then open previously exported CSV files by using this tool.
- Now map the CSV file headers with the newly developed Salesforce database headers. If the database headers are authentic then use Automapping feature that will decrease effort. In Apex, the mapping is a Drag-and-Drop process and is quite easy.
- Now click on Finish to complete the process. Just a few steps and you have successfully migrated Zoho CRM’s Data to the Salesforce CRM.
The Third Party Data Integration/Migration Tools:
There are many Data Integration/migration tools available that you can easily choose. The experts Zoho Consultants will map data between the 2 platforms as well as migrate data accordingly. During this transition period, if you want to keep both Salesforce and Zoho CRM system, then you should select tools that can perform great migrations and integration so that the entered data in one system get smoothly synced into another system.
