So far though, it’s not unlike replacing a Salesforce to zoho migration model with an entirely new car. The same with any technology that outgrows its original function yet still tries to remain functional on your pricy server and lamp-lit monitor screen. However, rest assured this operation has its nets. If you’re thinking about what’s going on at the back end of your primary relationship management (PRM) tool, you’re certainly not alone. Many companies are finding that Zoho offers a haven from all-yet-unfilled longings. Will you give it a try?
A Bit of Fresh Air, or Just Another CRM (of Birds)?
Moving from one customer relationship management system to the other can feel a bit like moving house — both nerve-wracking and intriguing.(Just imagine all of your data as the cans of soup and espresso machines that you’ve fit into various regions around the house over the years; now someone has to figure out how to transport everything without breaking those Ming vases. ) Each system has its charms, but usually Zoho has a thoughtful way of integrating and automating things.
Why Take the Plunge?
There are numerous reasons why people would think of making the transition. Perhaps Salesforce began to be like wearing shoes that are a half size too small; Zoho could be just the thing you need. Also, there’s those wonderful tools Zoho provides which help streamline processes and improve customer interactions. And, of course, who wouldn’t agree that a simple user interface is just heaven?
Tips for a Smooth Transition
Plan Like You’re Camping in a Thunderstorm: Thoroughly go over logistics. Create a detailed list of what must move and how it will fit into the new place.
Be a Scrappy Startup and Test It: Before you commit yourself wholeheartedly, test your methods several times on just a portion of your own data. Any bugs? Better find them before the move.
Old Dogs, New Tricks: Training: Your team is going to need some practice sessions. And remember, patience is a virtue even if you have the attention span of a goldfish.
Listen to User Feedback: What users experience can tell you things that no manual could ever say. If a member of your team raises a red flag, give it thought. You’ll be grateful later
Away From Technicalities
The main goal of this article is to help make life easier for all your staff, vendors and buyers. Choose a route that minimizes downtime and maximizes benefits. And while strategies and tactics are very fine indeed, sometimes it comes down to who can make the best cup of coffee in those long meetings.
Looking Ahead
Transferring data isn’t really just a matter of nuts and bolts; it’s a journey and those “thud!” moments. Attention to detail is one thing, but adaptability is everything. And indeed once you’ve found your place at Zoho, you may wonder why you didn’t go there long ago. So why not take the leap?