Tag

CRM Migration

6 articles in this topic

CRM Data Cleanup Before Migration: How to Prepare Your Records for a Clean Start

CRM Data Cleanup Before Migration: How to Prepare Your Records for a Clean Start

Step-by-step guide to CRM data cleanup before migration. Covers deduplication, field mapping, format standardisation, and pre-migration validation to ensure a clean go-live.

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Microsoft Dynamics 365 to Zoho CRM Migration: A Practical Guide for Mid-Market Teams

Microsoft Dynamics 365 to Zoho CRM Migration: A Practical Guide for Mid-Market Teams

Practical guide to migrating from Microsoft Dynamics 365 to Zoho CRM. Covers data mapping, module equivalents, common pitfalls, and go-live…

SugarCRM to Zoho CRM Migration: How to Move Your Data and Customisations

SugarCRM to Zoho CRM Migration: How to Move Your Data and Customisations

Complete guide to migrating from SugarCRM to Zoho CRM. Covers data export, custom module recreation, workflow migration, and go-live validation…

Pipedrive to Zoho CRM Migration: Step-by-Step Guide to Switching CRMs

Pipedrive to Zoho CRM Migration: Step-by-Step Guide to Switching CRMs

Step-by-step guide to migrating from Pipedrive to Zoho CRM. Covers data export, field mapping, import process, and post-migration setup.

HubSpot to Zoho CRM Migration: How to Switch Without Losing Contacts or History

HubSpot to Zoho CRM Migration: How to Switch Without Losing Contacts or History

Move from HubSpot to Zoho CRM without losing contacts, deals, or history. Step-by-step migration guide covering export, field mapping, and…

Salesforce to Zoho CRM Migration: Step-by-Step Guide

Salesforce to Zoho CRM Migration: Step-by-Step Guide

Move from Salesforce to Zoho CRM without losing data. Step-by-step guide covering data export, field mapping, import, and post-migration validation.