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

--

--

--

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

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium

Why to use WeP GST e-Invoicing?

R Programming: What is Tidyverse?

Fixing Debezium Connectors when they break on production.

How we built it | Doctors as developers: building a design mindset on all sides

Though I code in both R and Python, R Markdown is my only route for writing reports, blogs or books.

Databases 101 : What are UUIDs? should we care?

Understanding and How to Apply Clean Code

How Much Is Too Much: Impact of Technology Overload on Productivity in the Workplace

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Trujay

Trujay

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

More from Medium

Top 15 French Sailboats (and Catamarans) for 2022

Elon Musk buying Twitter: The best controversial topic

OFAC Checker: A no-code platform for instant OFAC compliance check

Stocky — Ultimate Inventory Management System with Pos Nulled

01-stocky-Presentation