Migration Salesforce 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

All List data (Items, customers, vendors, Chart of accounts) and opening balances with no historical transactions

2. Cleanup

Summary data for a specific time period (Ending Balances to view historic P&L and Balance Sheet) and transactional history from a specific time period to present.

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

Migrate from Salesforce To Zoho

Migrate from Salesforce To Zoho

Some Clients Migrated from Salesforce

How it works

Zoho Migration: Your Business's Next Big Move? Let's Discuss!

Our Offices

South California

Contact Us

Boost marketing automation, accelerate sales cycles, and streamline processes with Zoho and HubSpot solutions.

Please submit your information so we can setup a time to review your system