Convert to Zoho CRM: 10 (plus 5) data migration tips

Zoho CRM Data Migration

Converting data from an existing CRM system looks like a daunting task. In reality, with sufficient prep, you may be able to do it yourself. If you don’t have time (or your time is better spent elsewhere) there are professionals who can help you. Unless you have a pristine database, proper conversion prep is time consuming. But, don’t defer cleansing the data until after the conversion – the prep time is nothing compared to the effort needed should […]

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Zoho CRM keeps innovating


Zoho Corp has  added breadth to their suite of application over the last couple of years, expanding to nearly 30 applications in 2013. The recent depth that’s been added to their flagship CRM product is an exciting development. Based on price, ease of use, and  capabilities, Zoho CRM has been a smart choice for the SMB market. It’s great to see them moving up-market to support the more complex requirements of the […]

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Want options? Zoho CRM’s got ’em!

Download Zoho CRM Price and Feature Guide.

It’s not enough for your CRM solution to fit your pocketbook. If it doesn’t fit your needs, no matter the cost, it’s not a good investment. In fact, the lowest price is a lousy deal if the solution doesn’t bring sufficient value to your business. You should expect basic capabilities in any CRM solution: track leads and prospects, manage sales opportunities, maintain contact histories, generate/record emails, and build business reports. In […]

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How to Narrow the Options for CRM Deployment

As the importance of customer relationship management (CRM) has grown, so have approaches to implementation. CRM is a multi-billion dollar industry that grew from basic contact management (DOS-based ACT!, 25 years ago) to complex systems that provide a 360 degree view of the customer (SAP and Oracle), to evolutionary social CRM  platforms like Nimble. There are numerous deployment options, from on-premises, to SaaS and cloud-based solutions, to custom solutions. Software-as-a-Service SaaS (software-as-a-service) democratizes technology for small to […]

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