Zoho is used by many companies as their first CRM. There comes a point when businesses need more firepower to scale and grow. Salesforce is nearly always the first choice in that journey. To capitalize on your investment in Salesforce, we recommend you take these two essential steps on your migration journey:
1) Define your business goals: Whether you’re in wealth management, insurance, private equity & venture capital, or banking, it is essential to identify your specific objectives and outcomes for the project with quantifiable targets. For example, create a better client experience or improve cross-selling and upselling. With the end goal in sight, focus on implementing a solution that will help achieve these goals.
2) Start simple and create a roadmap for success: The thought of migrating thousands of customer records and many objects from Zoho to Salesforce can be daunting. We recommend keeping the solution simple at the start. For example, focus on migrating Accounts and Contacts in phase 1 and Leads and Opportunities in phase 2. Trying to do all of these objects in one phase may overwhelm your team and impair Salesforce adoption. As part of this process, develop a roadmap. Think about what you would like to implement over the next 6 to 12 months e.g. a client portal with Experience Cloud or marketing automation with Marketing Cloud. Add all of these requirements to the roadmap, which will be configured by your Salesforce Partner or development team.
Navirum is a leading Salesforce implementation partner. We are specialists in Zoho to Salesforce migrations. Together with our clients, we can unify your data, people, applications, and processes by creating a Salesforce roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
Salesforce is the world’s leading CRM platform that allows you to automate and streamline any business process, with some of the best IT security and infrastructure in the world. Not only is it easy to configure, but it seamlessly integrates into your business’s existing infrastructure – offering 3 automatic upgrades each year.
