Data Migration from Act! to Zoho CRM

Whether your business is just starting out or expanding to measures you weren’t expecting, sometimes you have to consider new platforms that will satisfy your business’s needs and demands. Our digital world has allowed us to move from rows of filing cabinets to easy-to-navigate organizational systems across our devices. Gone are the days of educated hypotheses by veteran team members – now we have digital systems that can help us identify trends so that we can more accurately locate leads, opportunities, and white space.

Some platforms cater to industry or business size, but no matter what your needs are, you absolutely need a system that can satisfy your needs and bring you solutions to areas of opportunity that you likely never even thought possible. Your CRM tool needs to understand your goals, areas of growth and opportunity, and how you measure yourselves in competition with others in the market. With all of these expectations, you need a system that will understand this but also deliver results that will enable your company to grow and reach new financial heights.

Migrating from Act! to Zoho CRM

If you have been using Act! for any period of time, you have likely developed a process flow, and your team members have also just as likely grew accustomed to the settings and layout. For whatever reason you’ve chosen to move systems from Act! to Zoho CRM, you can rest assured that not only will the process be intuitive, but your team members will be able to adjust in an organic and natural way.

It’s also important to note that you have options when it comes to migrating your data from one system to the next. There are external teams that can help with the actual transition to ensure that all of your data is transferred appropriately in a safe and secure way. There are also teams that will help your internal departments onboard and transition easily and seamlessly. Depending on your needs and timeline to get this transition enabled, you have options. Look at your timing expectation and proposed budget for this, and you’ll easily find a service that will help you adjust and transition accordingly.

Before getting started, there are a few things for your key project stakeholders to consider. Whether you choose to migrate your information through experts or choose to do it with automated self-service, it’s crucial to examine all of these factors first:


·      Inventory of fields you want to migrate

Be sure to map out how you want to migrate these fields in a detailed way. You may discover that earlier maps are not as helpful as they perhaps once were, and this is also an opportunity to finetune other areas as you explore the mapping you have in place. This will help exercise your process in the future to better understand processes that have proven to be successful and other areas that could use some refreshing.

·      Consider the teams and structure

At the end of the day, it’s your team members that are moving the processes. Your Zoho CRM enables the process to move, but it’s important to keep in mind that your employees are entering the data. As you migrate the data, keep in mind how the steps and mapping may affect these individuals and processes they’ve already established. It’s likely that your migration is meant to make these processes easier, but it’s still imperative that you consider these individuals as you move each data point into the new system.

·      Pay close attention to nomenclature

As with anything, not every company uses the same designations for everything. There may be some things that are recognized universally across the marketplace, but it’s likely that one system will use one version of nomenclature, while your new system may call it something different. It may be quick to assume that it’s consistent across the board, but as you’re migrating your data, pay attention to these nuances, and be sure to take note of any differences so that your teams are educated and aware.

·      Be on the lookout for conditions

Again, this is an area in which it’s likely your company has condition-based fields established in your CRM system. These might be reflected similarly in your Zoho CRM as you migrate from Act!, but that may not be the case in every instance. Take note of any differences, and be sure to field these recognitions with your teams so they’ll know to set these up differently in your new Zoho CRM platform.

·      Security is king

More than anything, your data is the top priority of any CRM provider. It may feel uneasy to explore a migration, especially in today’s climate of cybersecurity, but given the sensitive nature of migrating your company’s data, every company understands the importance of your company’s safety and security. Be sure to talk to your representatives from both Act! and Zoho as well as any third party you may choose to use to help you migrate to better understand the steps taken to ensure your business’s safety and security. 

At the end of the day, migrating your company’s data from the Act! CRM platform to the Zoho CRM platform can be done easily, safely, and securely. There are many ways in which this can be done, but more than anything, it’s imperative to keep your team members and departments in mind as you do so, as it is the people using this system that will make your company successful. Intuitive user needs should be one of the most important elements as you customize your Zoho CRM, and as you and your company adapt to the new platform, you can find out answers to any questions you may have from the many outlets of support that Zoho CRM provides. From personalized consultants to online discussion boards, you can quickly and easily find answers you need immediately. Be ready to grow your business with Zoho CRM in a personalized and customized way.

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