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Data Migration from Microsoft Dynamics 365 to Zoho CRM

No one knows your business better than you and your teams. So many elements that we encounter over time can change the circumstances of any business, and while you’re in the trenches worrying about your own business, it can be difficult at times to recognize those circumstances and influences. As your industry evolves, your business will. As technology evolves, your business will. As the economy, political influences, and climate changes, your business will undoubtedly change as well.

Keeping all of this in mind, your business needs to utilize a reliable CRM to maintain your daily operations. Your teams want to have a platform that will establish the success of their future within your company. With technology advancing at a constant rate, your business needs to do what it can to stay relevant and competitive. What was innovative five years ago could be considered outdated now. Your teams will need to keep one ear to the ground to stay informed of changes, and it is the responsibility of your business to listen to your own competitive marketplace.

Microsoft Dynamics is a platform for businesses to use in order to operate and maintain their processes and procedures. While the name itself is recognizable, it likely cannot deliver the capabilities that your business needs in order to succeed as well as grow and evolve. If your business is on the fence when it comes to migrating, here are just a few basic reasons to push the needle to Zoho CRM.

  • Competitive pricing structure

Every company and every industry is different in its own way, but considering a CRM shouldn’t be a huge burden on your company’s operational budget. You expect to pay for what you get, but you also don’t want to spend all of your money on a basic operational system. Zoho CRM recognizes the competitive playing field for CRM providers and has chosen to be a financially rewarding platform for businesses to take advantage of. Depending on whether you choose the professional package or the enterprise package, you’ll still benefit tremendously overall by working with Zoho as your business’s CRM model. Since so many of these calculations are determined by per user, you’ll still have full understanding of how much you’re paying.

  • Free migration

So long as your company has more than five users on your Zoho CRM, your migration is considered free. Because Zoho trusts its product so much, it wants your business to feel comfortable and confident in migrating from Microsoft Dynamics to Zoho. There are avenues in which you can choose a consultant in this field to migrate your company to Zoho, but if you choose to do it independently, you can rest assured that there won’t be any hidden or surprise fees.

  • Can start with a trial

If you’re still on the fence after that, Zoho also offers new users a free trial. If you select a focus group within your company to give the platform a soft trial, you can do so. This will give your key stakeholders a sense of whether this migration is a good move or not. This allows users a visible line into how it works, and again, Zoho is so confident that your business will appreciate the model that they offer this sneak peek without charging a dime.

  • Reliable support system

Zoho is known for having a reliable support system in place for all its users – new and veteran. It has a network of expert consultants all over the world that can help your business transition smoothly and build a plan that works just for your business. This kind of care and attention will ensure that your teams will be onboarded and transitioned easily and effectively. In addition to that network, Zoho also offers numerous other avenues for help and support as your teams get acquainted with the new platform. From in-person events and webinars to discussion boards and chat rooms, you can quickly and easily interact with a team of experts at your fingertips.

  • Robust capabilities

At the end of the day, when you’re choosing a CRM to help run and operate your business, you’re going to compare capabilities. Zoho has ensured that what it has to offer is not only competitive but in-tune with what a successful business requires. Additionally, it pays attention to digital and technology trends so that it reflects what other industries are doing. This helps communicate to your customers and consumers that you’re not only a leader in your competitive set, but that you also pay attention to what other industries are implementing. Microsoft Dynamics offer certain integrations, but they bake in additional fees so you’re still paying more. Not only does Zoho offer the staple capabilities, but they throw in additional features so that you can continue being thought leaders in your space without breaking the bank.

When thinking about migrating from Microsoft Dynamics to Zoho CRM, it’s important to take notice of certain fields and settings. This is an ideal time to register what methods work and which ones need improvement, as moving from Microsoft Dynamics to Zoho CRM will help enhance those methods. Migrating them will also help you determine more intuitive processes, and your team leaders can help establish these new ways.

Additionally, migrating to a more robust platform will help you identify more ways that you can improve your business. The fields might have additional customization elements, and the communication and collaboration between teams is likely more thorough. With advanced automation abilities, your teams will also have more time working on projects that require their specific expertise instead of wasting time on data entry. Your sales team can spend more time in the field, your marketers can be more proactive with their research, and your backend teams can provide more attention to analytics and behavior estimation. No matter what, your company will operate more smoothly, and your financial teams won’t be burdened with the heavy cost of your CRM.

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