Migrate from Salesforce To Zoho

 

Working with Boosted CRM engineers, you will experience a complete seamless migration from Salesforce to Zoho in just a few days. By the end of the migration which is usually 2 days over the weekends, you will get an identical environment of what you are experiencing in Salesforce only more efficient, with clean data and and about 90% less cost!


 Please book a time that works for you to discuss your migration in more details here: https://boostedcrm.com/appointments/

 

 


Some Clients Migrated from Salesforce

 

How it works:

1. Preparation: We will make sure your business processes for each in Zoho platform (CRM, Books, etc) is correct

2. Cleanup: Clean your data prior to migration if necessary

3. Test migration

4. Full migration of the entire Data and configurations from Salesforce including:

  • All users
  • User Permission Sets
  • User Profiles
  • User Hierarchy Roles
  • Standard and Custom objects
  • Opportunities and History
  • Custom objects
  • Custom fields
  • Custom Formula
  • Service Cloud Cases ==> Zoho Desk
  • Tasks
  • Calls
  • Events
  • Notes
  • Attachments
  • DocuSign
  • Apex code ==> Deluge (all functions)
  • Estimates
  • Invoices
  • Vendors
  • Items
  • Sales Orders
  • Purchase Orders
  • Price-books
  • Workflows
  • Built Processes / Blueprints
  • Layout rules
  • Assignment rules
  • Dependency fields
  • Emails

As a result, you can quickly go live with Zoho. We will help you with quick on-boarding to Zoho. The cost of data migration will be determined when we can take a look at a full backup from your SF and it can also depend on the number of users, workflows and the amount of data/records, as well as complexity of your model in Salesforce. It is usually more efficient for us to start from a new Zoho Account. Our fully customized migration packages are very reasonably priced and we only charge you 50% to start the migration and the rest towards the very end of the migration when all issues are fixed and you completely happy with how our migration team provides support to assure the accuracy of all pieces moved.

 

Please book a time that works for you to discuss your migration in more details here: https://boostedcrm.com/appointments/

 

migrate from salesforce to zoho
Salesforce Migration to Zoho

Video Script:

customers say Salesforce is too hard and too expensive.

What if you could save 90% on your CRM cost and do the exact same thing in Zoho platforms instead of Salesforce

Boosted CRM will migrate your Salesforce environment to Zoho Platform. It is going to look better and feel better 

Highly experienced database administrators, senior programmers and a Zoho architect work on each migration 

1st your business processes will be simplified and customized in zoho 

2nd we run a test migration

3rd your team will be provided with necessary training on zoho platform

finally, migrating entire data over the weekend, validating data and automation so your team can 

go live with zoho the following Monday.

We will migrate everything you could possibly have in Salesforce:

“Working with Boosted CRM engineers, you will experience a complete seamless migration from Salesforce to Zoho in just a few days. Click on the link below to discuss your migration project”