Imagine having a CRM that requires you to pay a hefty amount of money and still doesn’t provide enough features to facilitate your work smoothly. A big problem it is!
CRM is the backbone of your sales process. It should help you stay organized, improve efficiency, provide leadership with clear directions for growth, and scale as your company grows.
Both Zoho and Hubspot provide seamless services. So why choose Hubspot over Zoho?
Let’s compare the features of both CRMs and then decide:
Zoho vs Hubspot: An overview of their capabilities
Pricing: In terms of costs, Hubspot seems to be leading the race. The platform is absolutely free. It does have a few premium plans, which require you to pay if you want to access more features. CRM is absolutely free if that’s what you want to use. To access Zoho CRM, you will need to pay a basic fee. And it eventually rises with every user and feature.
All in one platform: Hubspot has built a CRM platform, supporting Sales, Marketing, Content Management & Service Hubs within its system from scratch. This resulted in a platform that is in sync with all features such as reporting, reporting, and individual tools. It makes the integration of tools smooth. All your team members, be it sales, marketing, or operations would be working off the same system, providing a smoother experience for your team members and customers. While Zoho has mainly developed its own products which require additional integrations and connections to sync.
Customization: Hubspot offers a flexible data structure for your CRM. It allows you to customize the platform according to your requirements without adding unnecessary complexity or months of development time. While in Zoho, the process of customization isn’t as smooth as Hubspot. It takes more time to optimize the process.
You can see who’s the clear winner. Now you know why you should migrate to Hubspot for a smoother experience.
So let’s see what steps you need to follow to migrate from Zoho to Hubspot:
Steps to follow while migrating from Zoho CRM to Hubspot CRM
Planning and preparation are essential to any project. And we bet you wouldn’t want to mess up your migration process. So before you jump right into migrating your CRM, there are a few steps that you need to follow:
Analyze your data: Start by reviewing all your data. Sort out what is necessary and what isn’t.
Clean up data: Remove all the extra and junk data that you don’t want to migrate to your new CRM.
Test your future CRM: Testing and analyzing your new CRM will give you an idea of how the platform is going to look like.
Create a data backup plan: Creating a backup plan will eliminate the chances of losing any important information.
Map out the data: Ask your team what needs to be moved and then trace those records & objects to objects in Hubspot.
After preparation, the next step is to find the tool to complete the migration process without damaging the data. For that, you can use Trujay, a migration wizard. They offer mainly two types of services:
Self-service migration: An automated migration service, where you just need to fill in a few details, and voila, your CRM will be migrated within a few minutes.
Custom migration service: As the name suggests, it’s a customized type of service, so you’ll have to do some DIY stuff. But the catch is that you’ll be assigned an account manager to assist you throughout the process.
You can select any of the two according to your needs and demands. If you don’t want to lift your fingers and want to get the migration done quickly, then a self-service migration tool is what you need. Let us show you how to use the tool and get the work done:
– Visit the Trujay site and head over to the self-service migration page. Click on Start migration.
– Select your current CRM, i.e. Zoho. After that, select the URL of your CRM and then click on Connect.
– Select your new CRM, i.e, Hubspot. And click on Connect.
– Now to map out the data, click on Customize mapping. Select all the objects that you want to migrate and click Next.
– The next step is to match uses and map fields. Once you’re done with everything, click on Start free sample migration and then select Confirm.
– After that, choose a few options and click Start full migration. Voila, you’re done migrating your CRM.
For the custom migration service, all you need to do is visit the website and click on the Buy package. Once you buy a package, you will be assigned an account manager who will help you migrate. Unlike self-service migration, you’ll have to do some DIY to complete the migration process. What’s better than taking the help of an experienced source? At Analytico, we help you migrate your CRM without losing any data. Contact us to migrate your CRM to Hubspot.
Once you’re done migrating your website, there are a few things you need to check.
Checklist of things to look for after migration
The real work starts once you migrate to Hubspot. So here are a couple of things to look for after migration:
- Make sure that the items are moved to the correct fields.
- Verify that the relations between the records are intact.
- Provide staff with the necessary training and tutorials.
- Create filters for reporting tools.
- Build personalized workflow rules.
If you want the migration to go smoothly, make sure to follow all the steps mentioned above. Although both platforms make your sales and marketing process easier. You just have to choose the CRM that perfectly suits your needs. If you face any problems with selection or migration, then don’t worry.
At Analytico, we are here to help you with migration and assistance. Get in touch with us if you need help migrating your CRM without losing any data.
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