Zoho to Highrise: Instructions for Successful CRM Migration

The need in changing current CRM solutions becomes a far more than a desire to be more competitive. Many companies suffer from the outdated system that limits the effectiveness and therefore, drags down the rates of ROI and customer retention.

Step 1: Choosing CRM Alternative

The well-developed CRM industry provides vendors with a wide range of various CRM platforms. Thus, the cloud solutions take up a higher lane with reasonable pricing and extended functionality. So, the immediate access, the scope for customization and integration along with practical toolsets attract business owners in implementation or migration to the cloud systems. Among the popular and reputable SaaS, Zoho and Highrise are in favour of small and mid-sized organizations as well.

Step 2: Zoho Vs Highrise: Meeting Business Demands

Zoho is an effective and full-featured solution, yet some companies don’t need the elaborate options for profitable business performance. And Highrise is the CRM that provides such organizations with a core set of abilities that prevents them from overinvestment into technology. So, the following aspects convince businesses to move from Zoho to Highrise.

- effective data management without numerous dashboards

- customization abilities for adding extra information to the contact

- deals option enhances the transaction planning and monitoring, besides, you can also attach documents and notes or add comments

- with the tasks, you can distribute the workload between your employees

- solution has an open API and can be integrated with various add-ons

Feels like Highrise may comply with your business goals? Then you should consider CRM migration arrangements.

Step 3: Plan Your CRM Initiative

CRM solutions share some features, as well as have lots of differences. So, if you came up with a decision to migrate from Zoho to Highrise, you should work out a plan with definite stages. In general, your strategy may include the following steps

- exploring a desired CRM system

- putting your database in order

- teaching staff how to work with a new CRM

- migrating CRM records to a wanted solution

Step 4: Discovering Highrise

Take the vantage of a free trial and put Highrise to a test. This setting up will help you compare the modules and abilities of the desired CRM before buying and data migration. Also, you will measure the scope of required integrations.

Step 5: Improving Records Quality

Unfortunately, there is no company that may boast with a perfectly clean and accurate database. So, refine your records from inaccuracy and double check them for copies. Make sure you have backup your database on the off-site storage for preventing damage or losses.

Step 6: Prepare Your Employees for a Change

The migration from Zoho to Highrise may a challenge for your staff. So, it is a good practice to set up trainings for different user roles. It aids the faster adoption and, therefore, the return of investments on your CRM initiative.

Step 7: Means of CRM Data Migration

The traditional mode of data transfer is CSV or Excel file importing. Thus, it takes a lot of time, efforts, and you suppose to have a profound knowledge of targeted, source CRM solutions and data mapping techniques.

As well, there is a scientific way of CRM migration via programming script. If you lack the IT department, you should hire a professional. Additionally, you have to extend your budget. The services of a web developer are quite costly. Besides, the process will be lasting, and you may suffer from system downtime.

There is one more practical option. It is an online service that may switch your data from Zoho to Highrise automatedly. Using Data2CRM , you will migrate your records in a direct, accurate and secure mode without coding or side interference. The process takes up to several hours. You also can run a free demo and test the service in action.

As it follows, the complex process of CRM data migration may be accomplished easily and successfully with a thorough planning.