Zoho to Pipedrive Migration — Skyrocket Your Business

Interesting facts about CRM

Why Pipedrive?

  • E-mail integration
  • Sales Pipeline Views
  • Google Calendar Integration,
  • CRM Target Setting
  • CRM Reporting
  • Advanced Task Scheduler
  • User-friendly UI

Before you migrate from Zoho to Pipedrive

  • Analyze and clean up your records
  • Secure the information
  • Notify your employees

Proceed with a Free Sample Migration from Zoho to Pipedrive

  • Select the needed CRM platform type from the drop-down menu
  • Select the URL of Zoho CRM. Click the “Accept” button to allow access to your Zoho account

Post-migration Arrangements

  • Check out if the records are transferred to the proper fields
  • Find out if the relations between the items are restored in the right way
  • Make sure to build personalized workflow rules
  • Set up the filters for reporting tools
  • Continue to educate your staff about the new system by providing training and holding meetings

Final Thoughts

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Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.

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Trujay

Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.

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