Let’s face it, in order to be successful, you need to keep on top of things. Today’s business world is evolving and changing all the time, so it’s imperative to be ahead of competitors.
As Stephen Hawking said, “Intelligence is the ability to adapt to change”. So let’s explore how to change your current CRM system to the desired one.
With Trujay, it’s easy and multifunctional. We offer a range of services to fit all sorts of business needs.
A Couple of Words about Zoho
Zoho has been a CRM market leader for more than a decade, with over 150,000 satisfied customers all over the world. The platform works well for businesses of all sizes. Zoho CRM provides its users with a wide range of benefits, most of which relate to closing more sales and attracting more customers.
Let’s take a closer look at the main features:
- User-friendly platform
- Omnichannel CRM
- Integrated with Third-Party Applications
- Tasks Automation
- Powerful AI
- Reports and Analytics
- Affordable Pricing
Zoho offers a free plan for up to 3 users without time restrictions and the following editions:
- Standard — $12 per user per month, billed annually
- Professional — $20 per user per month, billed annually
- Enterprise — $35 per user per month, billed annually
- Ultimate Edition — $45 per user per month, billed annually (available only in annual subscription)
Migrate from Pipedrive to Zoho
- Visit Trujay’s Self-Service Wizard. Select Pipedrive CRM from the drop-down menu. Fill in the API Token. Then, confirm your email to get notifications about sample results.
- Choose Zoho as your new CRM platform and select the URL of your CRM. Click the “Accept” button to allow access to your Zoho account.
- Click the ‘Fields Mapping’ button to set up the fields you want to migrate to Zoho. If everything looks good, click “Free Sample Migration”.
- Check your sample results after the migration from Pipedrive to Zoho. If you’re satisfied, click the “Add Funds to Start Full Migration” button.
Note: If you want to modify your fields, click “Map Objects”; you can rerun the sample as many times as you need at no cost.
Trujay’s Guided Self-Service Migration
If you’re unsatisfied with the results of your sample migration from Pipedrive to Zoho or were confused by object mapping, we have something called the Guided Self-Service Migration.
Our Guided Service provides you with an account manager to review the migration and focus on your needs. We can come on and guide you while you’re mapping your fields, or do the whole thing for you from start to finish.
If you feel like you can map objects on your own but need assistance thereafter, we can jump in at any point and guide you through the rest. If you choose to have us complete the entire self-service for you, you’ll see the entire process done via screen share.
To get more information on our Guided Self-Service Migration, contact support@trujay.com or reply to your sample migration results email.
Final Thought
Congratulations! You’ve migrated from Pipedrive to Zoho. To read the full article you can here.
Trujay is a secure service and guarantees punctual and organized data for your migration project.
Proceed with our free Sample Data Migration today. If you have any questions or want the migration done for you, feel free to contact our experts.
