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

Our Offices

South California

200 Spectrum Center
Dr. #300, Irvine,
CA 92618

CALL US

‪(949) 677-9792

EMAIL US

info@boostedcrm.com

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Find out how we can help accelerate your sales cycles and automate business processes through the Zoho Platform

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