Are you looking for instruction on how to perform a successful migration? Do you want to find out more about the transferring process from Sugar CRM to Zoho? Is it worth migrating CRM data from one CRM system to another?
These are the questions worth asking and questions we’ll answer in this post.
Why migrate to a new CRM?
There are plenty of business owners who decide to migrate from one CRM to another with the purpose of getting better outcomes. Below are 6 common reasons why people change to a new CRM.
- Outdated system. It’s a well-known fact that technology is constantly evolving. It’s imperative to have an up-to-date CRM system. By providing your company with relevant data and appropriate organization, you make your workflow more efficient and timesaving.
- Increasing costs. Prices can increase over time, especially with system upgrades. Sometimes, it can be because an administrator leaves the company. As a result, a lot of valuable knowledge can leave with that one person.
- Lack of scalability. Not having the right foundation to facilitate an effective workflow can substantially hinder your business growth. On the scale of limitation lies inefficiency of process, lack of clear information, and inadequate controls.
- Analytics suffers. Analytics enables predictions, planning, monitoring, and evaluating sales and marketing performances. So, if your current platform lacks good reporting, the impact will be monumental.
- Insecurity. 7% of users are facing the problem of unsecured data. If you protect your data, you’ll retain the trust of your customers.
- Lack of integration. Integration is one of the main aspects of CRM deployment. The era of social media requires two-way communication and fast service.
Main aspects of a successful migration
- Choosing a new CRM platform
There is a large number of professional CRM platforms to choose from. If you have already made the choice of migrating from Sugar CRM to Zoho, let’s take a closer look at the key features of Zoho.
Zoho offers a full CRM feature set. It’s developed for businesses with major to intermediate needs (sales, development, marketing automation, good customer experience). It 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 yearly subscription)
- Artificial intelligence
- Integration with Microsoft Office & Outlook
- Customer Support & Service
- Role-based Security
- Social CRM
- Workflow Management
- Mass Email
- Use a free trial
The majority of CRMs offer a free trial period. Use it to test features, its functionality, and also migration. During the trial, you can see some pros and cons of your future CRM.
- Clean up data
Data cleanup is an essential step in the CRM migration process. Remove all unnecessary information and records before performing a migration from Sugar CRM to Zoho. Then it’ll be easier to work with your future CRM and focus on the needed data.
- Get secured
Create a backup and retain it even after the migration from Sugar CRM to Zoho is finished. This way, you can eliminate any possible data loss.
- Inform your employees
Provide your employees with essential information about the innovations and benefits of the new CRM platform. Organize informative meetings and training courses.
How to Migrate from Sugar CRM to Zoho in 4 Steps
Migrate with Trujay. It provides a Free Sample Migration Tool, all-around support, requires no technical skills and is absolutely effortless on your part.
- Visit Trujay’s Self-Service Wizard.
- Select the needed CRM platform type from the drop-down menu
- Provide your Sugar CRM URL, username and password
- Click the “Test connection” button
2. 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.
3. Click the ‘Fields Mapping’ button to set up the fields you want to migrate from Sugar CRM to Zoho. If everything looks good, click ‘Free Sample Migration’.
4. Check your sample results after the migration from Sugar CRM to Zoho. If you’re satisfied, click the “Start Full Migration” button.
Note: If you want to modify your fields, click “Change Fields Mapping”; you can rerun the sample as many times as you need at no cost.
When the migration from Sugar CRM to Zoho is complete, you should:
- Check to see if the records are transferred to the correct place
- See if the relations between transferred items are properly restored
- Create personalized workflow rules
- Modify the filters for reporting tools
If you’re unsatisfied with the results of your sample migration 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.
Now you are more aware of the migration process from Sugar CRM to Zoho. For more articles like these, check out our blog. Wondering what to expect with Trujay’s migration? Download our free handbook.
Try out our free Sample Data Migration. If you have any questions or are looking for a custom migration, feel free to contact our experts.