![]() Thanks to its budget-friendly, flexible nature, Forbes has recognized Zoho CRM as the better choice for small and medium-sized businesses in nearly every industry.Īs businesses evolve and expand, their CRM requirements also evolve. Zoho is endorsed by publications like Forbes as a top choice for SMBs.While Hubspot offers sales, marketing, and operations modules, it does not offer comparable solutions for inventory management, HR, legal, and security needs. Zoho CRM easily integrates with the company’s broader suite of apps. Zoho’s platform offers greater extensibility.By comparison, Hubspot’s entry-level paid plan comes in at $45 per month for two users. Not only does Zoho offer a longer free trial, there are many different pricing tiers for Zoho CRM, starting with a free version and going up to $40 per user for the enterprise version (when billed annually). Zoho CRM allows for team collaboration on all tiers, whereas HubSpot only offers collaboration on top-tier plans. There are many reasons you might want to choose Zoho CRM over HubSpot, but here are just a few: It’s important to ensure that the system you’ve chosen is the right one to support your business goals. After all, your CRM supports critical functions within your business. Why should you consider transitioning from Hubspot to Zoho CRM?īefore we jump in, let’s cover a few of the top benefits of transitioning from Hubspot to Zoho CRM in the first place. Monitor the transition closely and offer post-migration support to address any issues or questions during the initial stages. With comprehensive testing and team training completed, it’s time to go live with Zoho CRM. Go Live and Provide Post-Migration Support Furthermore, provide adequate training to your team members to familiarize them with Zoho CRM’s interface and features.ĩ. Configure fields, layouts, workflows, and automation rules to replicate your HubSpot CRM functionalities within the Zoho ecosystem.Ĭonduct comprehensive testing before fully implementing Zoho CRM to ensure all functionalities are operating as expected. Leverage Zoho CRM’s customization options to tailor the platform to your business needs. This step helps identify potential issues and guarantees that the migrated data aligns with your business requirements. Utilize Zoho’s import functionalities while following the earlier data mapping, ensuring accurate and efficient data transfer.Īfter data import, perform thorough data validation to verify accuracy and completeness. Zoho CRM provides tools and features for importing data from various sources. Standardize data formats, eliminate duplicate records, and maintain data integrity throughout migration. This step may involve exporting CSV files or using migration tools that facilitate data extraction.īefore importing data into Zoho CRM, ensure that the data is clean and transformed. Detailed data mapping minimizes errors and guarantees a seamless transition.Įxtract data from your HubSpot CRM by exporting the identified datasets into a format compatible with Zoho CRM. Accurate data mapping is essential to ensure data aligns correctly and prevent inconsistencies and data loss during migration. ![]() This comprehensive planning phase will serve as the foundation for the entire process.ĭata mapping is integral to this process, as it involves defining how the data in your HubSpot CRM corresponds to the fields and structure in Zoho CRM. Identify the data you intend to transfer, evaluate data quality, and determine which aspects of your business processes require preservation throughout the migration. Initiate the migration process by thoroughly assessing your current HubSpot CRM setup. To navigate this successfully, follow these key steps: The process involves transferring various data elements, including customer contacts, leads, deals, notes, tasks, etc. Migrating from HubSpot to Zoho CRM can be a transformative step, requiring meticulous planning, execution, and data management. Understanding HubSpot to Zoho CRM Migration To see the process in action, take a look at the step-by-step process we’ve put together below on how to migrate your data from HubSpot to Zoho CRM. In fact, Zoho makes it easy to migrate from many other CRMs-Hubspot included. That said, when it comes to the data layer of CRM migrations, one of the best aspects of Zoho CRM is that you don’t necessarily have to start from scratch. ![]() Successfully migrating from one CRM to another involves both strategic planning and execution work to ensure a seamless transition. ![]() In fact, data migration-the aspect we’ll focus on in this article-is only one step in the process. The decision to transition between customer relationship management (CRM) programs shouldn’t be made lightly. ![]()
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