Migration To Zoho

Working with CRM engineers, you will experience a completely seamless migration 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 only more efficient, with clean data and about 90% less cost!

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SaaS

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

  • All users
  • User Permission Sets
  • User Profiles
  • 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
  • Items
  • Sales Orders
  • Purchase Orders
  • Price-books
  • Workflows
  • Built Processes / Blueprints
  • Layout rules
  • Assignment rules
  • Dependency fields
  • Emails