1

Data Migration from GoldMine to Zoho CRM

No matter what your reasoning is for considering a migration from one CRM model to the next, it’s likely that you may feel a bit daunted about the work it takes to do so. Luckily, in today’s digital world, there are so many resources available that will not only make the process easy for you, but it will do so safely and securely so that your data remains confidential.

In a different sense, the digital world also offers us a tremendous amount of options for maintaining your business operations and processes. Regardless of how long your business has been standing or its growth rate, you need a CRM platform that can keep up with you and your demands. If you’ve been using GoldMine as your business CRM and are considering a migration to Zoho CRM, here are just a few reasons that will ensure your business will be in better hands with Zoho.

  • More features overall

It’s likely that your company is migrating to Zoho CRM because you’re growing and need more functions and capabilities to cater to all your new demands and needs. This is one of the primary reasons users migrate their data to Zoho CRM from other providers. As companies grow and enhance their capabilities, they need new functionalities that will help make stronger hypotheses and conclusions for their business overall. GoldMine has very standard and basic features available, which may be helpful for a business just starting out. Any business knows, however, that it’s encouraged to operate under the notion that the business will grow and flourish and will one day eventually need more advanced tools to keep up with the demand.

  • More supported languages

This may not seem like a crucial element to consider when looking at CRM models, but as our digital technology continues to advance and our smart devices continue to become more and more mainstream, our global access is increasing. Many businesses have offices in other countries, and just as many operate business and trades with other countries. GoldMine only supports English, while Zoho CRM provides support in over a dozen languages used all over the world. This will not only help your business move faster and more efficiently, but you’ll satisfy your customers and your consumers if they speak any of these supported languages in your Zoho CRM.

  • More competitive pricing structure

Every business within every industry and geographic location is unique, which means the pricing structure should be fluid so that you can find a plan that satisfies your goals. Zoho CRM lets you choose how you want to be billed (monthly or annually) and takes into account the number of users you have so that you’re paying a customized cost that fits your business size. There are also different levels of membership that you can explore so that as your business grows, you can take advantage of more advanced tools.

  • More integrations

Your business relies on other software tools to maintain a successful business model, and not all of these capabilities are available in any CRM model. Your accounting team likely has their own version of a financial management software, and your social team likely has an account management tool that helps them articulate engagement and analytics. With this, Zoho CRM just offers a tremendous amount of application integrations within the Zoho CRM so that your teams can continue to use the tools they already trust.

GoldMine is a great CRM resource for companies, but as you’re considering a data migration to Zoho CRM instead, there are a few more things to keep in mind as you do this.

  • Built-in support system

Transitioning from one platform to the next can be tedious and stressful no matter what. In our day and age, it’s almost standard to be migrating to one system to the next. As our technology improves and our businesses evolve, we must always be adaptable to new opportunities. When it’s all said and done, Zoho CRM is known for having one of the best customer support teams available, and beyond the personalized experience, Zoho also offers a tremendous wheelhouse of tools available for secondary help, like webinars, in-person learning events, discussion boards, and even how-to destinations online. More than anything, as you adapt to your Zoho CRM, your migration team will help you navigate your journey every step of the way.

  • Be strategic about what your ideal migration looks like

Ideally, every CRM is designed to satisfy the needs of your company. But during your migration, this is an ideal time to examine what processes and paths you have in place with GoldMine that may not be working or may need some enhancement. You can take these notes and areas of improvement and integrate them into your new Zoho CRM setup. This is when it’s beneficial to have previous CRM experience.

  • Custom migration service available

Some companies choose to perform the migration themselves, while others prefer to have experts do it for them. No matter what you choose, you still need establish clear and explicit expectations for the migration so that everything you want to transfer will do so successfully and accurately. Be sure to consider your desired timeline and established budget if you’re considering hiring an expert to perform your migration, and be sure to communicate these expectations accordingly.

No matter your industry or the size of your company, you need to be able to use a CRM platform that will help grow your business and still work easily with your teams. You’ll want to be sure that the customized Zoho CRM will reflect your company’s mission as well as your goals. Your customer should always be your key focus, but it’s also imperative that you consider your employees and their satisfaction with the platform, as they are the individuals that make your business successful. As you migrate your data from GoldMine to Zoho CRM, use this time to express your gratitude to these champions of your business.

Share this post

Share on facebook
Share on google
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email