Introduction: Launch Insightly to Zoho Switch Efficiently

By Data2CRM
About: Data2CRM is an automated CRM migration service which is developed to migrate data across different CRM platforms. Using this service, your CRM import will be as seamless as possible.

Among the main reasons for CRM adoption are the facilitation of the processes, establishing closer relationships with customers and cutting cost. Not so long ago, small businesses and startups received the ability of improving and optimization of work with CRM software.

Step 1: Erasing the Limits of Small Business

The key merits of CRM systems are the optimization of workflow and reducing manual efforts. However, the cloud versions of this solution offer real-time access round-the-clock, budget sparing on the hardware and IT staff for software ongoing support. And the incorporation of social media into data gathering and marketing campaigns leads to higher levels of customer conversion and, therefore, revenue growth. Insightly and Zoho have drawn a large audience of business owners due to the effective tools, simple UI, and affordable pricing.

Step 2: Insightly Vs Zoho: Multi-channel Approach to Development

Small businesses take the advantage of using the CRM solutions among which Insightly and Zoho. Despite the fact that both platforms host in the cloud, automate processes and incorporate social media, many vendors find Zoho more effective. The following features convince business owners to migrate from Insightly to Zoho.

  • Web-to-lead forms for capturing your site visitors and increasing the number of leads
  • Qualification of leads and segmentation of prospects for higher response to marketing campaigns
  • Detailed reporting on accounts, contacts, leads, potentials, activity and sales metrics. Zoho analytics can be customized to your specific needs
  • Apart from document storage, your employees can communicate via built-in chatter. This tool allows to improve data gathering and follow-up activities

Both solutions offer monthly and annually billing, open API for system integration and synchronization. Along with CRM, Zoho provides many apps that advance your company performance in sales, marketing, support service, finance, human resources and collaboration. Almost all of these applications have free plans.

Step 3: Starting Point of Insightly to Zoho Migration

Between the decision to move to a new CRM and the switching process itself lies the vital stage of preparations.

  • At first, you need to arrange your database. It is good practice to consult with your sales and marketing managers about the records to migrate.
  • As long as you migrate from Insightly to Zoho, you need to compare the standard modules of both systems. Just set up a trial version of Zoho and import some data in order to see how it would look like on this CRM.
  • Then draw up a set of rules and revise your database according to them.
  • Pay attention to record copies and delete the duplicates. And the final stage is data backup on the hard-drive or USB drive.

Step 4: Selecting the Means of Data Switch

There are at least 3 ways to transfer your records from Insightly to Zoho. Each of them has some peculiarities, as well as strong and weak sides.

  1. Data Import. Both solutions allow you to upload and download your records in CSV or Excel files. So you may use this option to import your data in Zoho. The process is lasting and heavy-manual because of mapping out the route of every field. Besides, you should take into account system downtime and potential mistakes in data mapping.
  2. Programming. Talented web developer may create the unique code for your migration pair. In case, you have no IT staff, you need to hire a professional to accomplish this task. This also requires additional expenses on the services of web developer, and downtime during the migration process.
  3. Web-based service. For those business owners, who want to save their time and money, may use the automated migration solution Data2CRM. It works without extra plugin installation, coding or data importing. Besides, you can launch a free demo switch to Zoho and see the service in action. Peculiar feature of this solution that it is completely hands-off and has no impact on the data or uptime of the existing platform.

Step 5: Points of Fresh Start

Where should you start your work with Zoho? It is worth to begin with checking out the migrated records. Then you should set up user roles and access permissions. Be moderate with privacy levels as long too much of it will cause duplicated records. Create the workflows and analytics rules for the main business processes. Also, design some web-forms and start to gather new leads. To increase user adoption arrange trainings for your marketing, support and sales managers.

Migration to a new CRM is a complicated process that requires a well-thought strategy. But if you divide it into specific stages, you will accomplish it faster and more effectively.