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CRM software plays a vital part in running profitable business. The market
tendencies alter, and you need to be very inventive and flexible for keeping your
clients satisfied. So, how to choose the appropriate system that will meet the needs
of company and customer? The diverse variants can confuse any business owner.
However, there are two options – Salesforce and Zoho that are worthy your
attention.
Salesforce: Focus on Sales Salesforce is a cloud CRM software for successful business running and productive
revenue rates. The system has years of experience in the managing of customer
relationship and offers wise solutions for effective marketing campaigns. Let’s take a
closer view of the features and tools which Salesforce offers to its users.
● Marketing management offers a set of tool for designing and performing
campaigns starting from the lead and finishing with the money reward. The
ability to present your product in social media improves the sales levels and
brings more clients.
● With the help of sales console, you can monitor your team’s
progress and the stages of deals. This tool enables with the fast insights
in lead status and the access to company’s information optimizes the
work process.
● You may easily develop your productivity with analytics and
forecasting capabilities of Salesforce. You can customize reports and get
realtime condition of sales, service and thirdparty data. Using this
information, you will be able to calculate your revenue, opportunities and
prospects for launching new campaigns.
● The platform provides a highlevel customer support via social service,
knowledge base and clients’ communities.
Zoho: Improve Your Marketing Zoho is a webbased solution for efficient sales, and instructive and wise marketing
that brings more valuable clients and leads. The platform provides you with the
automation of the main business process and connection with the customers through
social networks for efficient and qualitative service. Zoho offers you the following
opportunities for constant development.
● You can enlarge your contact list with the help of lead
capturing. Zoho offers a feature for a tracking your visitors
that enables you to engage them into a dialogue and
attract with your level of service.
● The marketing performance places its focal point on the
email campaigns. You can specify the client requirements,
prospects of leads and forecast sales level, as well as
defining advantages, for designing the effective messages
and advertisements.
● The extended reporting abilities enhance the process of planning targeted
offers and designing beneficial and dynamic campaigns.
● The powerful workflow will automate such process as lead and tasks
distribution, as well as sending out of emails, notifications and alerts. So, you
can focus on sales strategy instead of data managing.
● Zoho enables you with customer segmentation that has a vital influence on
planning targeted offers and launching campaigns of specified products or
services.
● In case, you are willing to improve the scalability of your CRM system, you
can employ the addons and thirdparty applications for increasing the sales
productivity and administration management.
Helpful Advice You are sure that Zoho can fulfill your objectives and satisfy your clients, but
consider about a safe and fast CRM data switch? Data2CRM gives you a hand in
this case. This online service can provide you with an automated, accurate and
handsoff migration from Salesforce to Zoho. The process requires no technical skills
and will last up to few hours.
How to Migrate Salesforce to Zoho in 6 Steps
Step 1. Create Your Data2CRM Account Go to app.data2crm.com and sign up. Provide your login and password.
Step 2. Specify Your Source CRM Select Source CRM type. In your case choose Salesforce.
Then you’ll be redirected to your Salesforce account, in case you are already login,
all you need is just to press “Allow” button.
Step 3. Provide Your Target CRM Details Specify your Zoho details: email and password.
Step 4. Choose Migration Options Select the modules (contacts, accounts, leads, tasks and opportunities) you want to
migrate to Zoho. You can move all or only specified option.
Step 5. Launch the Demo Migration Run the Demo migration. Data2CRM will migrate a limited amount of records from
each specified module for you to evaluate the service in progress.
Step 6. Start Full Salesforce to Zoho Migration In case, the outcomes of the demo impressed you, start your full migration.
Don’t waste your time on doubts. Start your Salesforce to Zoho demo migration right
now! Increase your productivity and efficiency with advantageous opportunities of
Zoho and bring your company to new business league.