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Migrate CRM data from Salesforce to Zoho PowerPoint Presentation
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Migrate CRM data from Salesforce to Zoho

Migrate CRM data from Salesforce to Zoho

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Migrate CRM data from Salesforce to Zoho

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  1. How to Migrate fromSalesforce to Zoho http://www.data2crm.com/migration

  2. How to Migrate from Salesforce to Zoho? www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password. http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  4. Migration Setup 2. Specify Source Details • Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  5. Migration Setup 3. Specify Source data Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button. In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration. Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled. http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  6. Migration Setup 3. Target CRM URL • Select Zoho CRM type from the drop-down menu. • Then, provide your login & API key for Zoho system. http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  7. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  8. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves up to 10 items of all specified modules for you to see how the service works. Note. You can skip this step and start Full migration right away http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  9. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Zoho. After you start the full migration, your Salesforce data will be moved directly to Zoho. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  10. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Zoho software. http://www.data2crm.com/migration/supported-crm/salesforce-to-zoho-crm-migration

  11. www.data2crm.com/migration