Zoho CRM is inexpensive when compared with other CRM’s. That’s why it is preferred CRM for small-scale organizations and start-ups. Transferring all data from Zoho CRM to Salesforce and integrating and extending all necessary functionalities in Salesforce platform in a very swift, fast and secure environment. So basically except the customization part, the main thing is the request to move data. It is generally the transfer of data from one salesforce platform to other.
There are two ways to transfer data from Zoho to Salesforce:
- Using Data Loader
- Integrating Zoho with Salesforce using third party tools
After some point people generally prefer to migrate from Zoho CRM because of the following limitations of this CRM:
- Zoho doesn’t have extensive third party support such as that of Salesforce has in Appexchange.It is easy to create Custom Dashboards in Salesforce as it is not flexible and customizable in Zoho.
- Zoho does not allow you to integrate with any other mail like Outlook or Gmail as it has it’s own mail as Zoho Mail but it is not much user-friendly
- Document Management is not as simple as that of Salesforce
LET’S START WITH THE MIGRATION-DATA LOADER:
Data loader is a data migration tool and we export data in CSV files and then transfer it to Salesforce. Here are the stepwise instructions to migrate your data to Salesforce and experience the all new CRM:
- Click on setting gear icon in right upper corner-> Setup-> Data Administration-> Export
- Select the object which you want to export to Salesforce from the Dropdown Menu. Remember we can export maximum of 3000 records at a time from Zoho account. It generates a.CSV file which can be easily uploaded to Salesforce.
- Create the database in Salesforce with all the headers as the fields and don’t discard the Zoho generated ID as Zoho same as Salesforce provides you with the unique ID and it can be used later for several mappings.
- Now use data loader and import yours.CSV file and get started with the all new CRM.
Founder CEO | Salesforce Expert
” More than 11 years of industry experience. Responsible for strategy, vision, and project delivery at Cloud Analogy “