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migrate from salesforce to zoho
Salesforce CRM Data Migration to Zoho


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 75% less cost!

 
 


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 and Roles
  • Layouts
  • 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
  • Flows
  • Items
  • Sales Orders
  • Purchase Orders
  • Price-books
  • Workflows
  • Built Processes / Blueprints
  • Layout rules
  • Assignment rules
  • Dependency fields
  • Emails
  • 3rd Party Integrations
Need help understanding how Zoho Migration can impact your business?

Schedule a free consultation with our Zoho Product Experts

schedule now

Our Offices

South California

26632 Towne Centre
Dr. #300 Foothill Ranch,
CA 92610

CALL US

‪(949) 420-3717

EMAIL US

info@boostedcrm.com
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