Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s.
Switching from ACT to Zoho CRM could be a great move for your company – or a total disaster! Zoho offers a lot of flexibility, with features like workflow automation, AI-driven insights, and extensive integrations. Plus, the user interface is more web-friendly than that of ACT.
To create a smoother transition from ACT to Zoho CRM, we can help you with the following:
- Assessment and Planning:
- Decide on which software is right for YOU: Act or Zoho
- Pricing: We will help you to understand the various pricing plans for Act and Zoho so that you will be comparing “apples to apples.”
- Evaluate YOUR Needs: Identify what features you use in ACT and map them to the corresponding Zoho CRM functionalities. This helps in ensuring that all the critical aspects of your business are covered.
- Set Objectives: Define what you want to achieve with Zoho CRM, such as better automation, enhanced reporting, or improved integration with other tools.
- Data Migration:
- Export Data: Export your ACT data, including contacts, leads, opportunities, notes, histories, activities and any custom fields.
- Prepare Data: Clean up your data to remove duplicates, eliminate unnecessary information and ensure it’s formatted correctly for import.
- Import Data: Once your data is ready to go we can usually convert your data to Zoho in a matter of hours, not weeks.
- Customization and Setup:
- Customize Zoho CRM: Set up modules, fields, and workflows to match your business processes. Zoho’s flexibility allows for extensive customization.
- Automate Processes: Configure automation rules to streamline repetitive tasks and enhance efficiency.
- Training and Adoption:
- Provide Training: Offer training sessions for your team to get them up to speed with Zoho CRM’s features and interface.
- Create Documentation: Develop user guides and FAQs specific to your setup to help with the transition.
- Testing and Feedback:
- Run Tests: Before fully transitioning to Zoho we can help you run tests to ensure everything is working as expected and that the data migration was successful.
- Gather Feedback: Collect feedback from users to address any issues or concerns promptly.
- Support and Optimization:
- Monitor Performance: Keep an eye on how Zoho CRM is performing and make adjustments as needed.
- Seek Support: We offer free email support to our Zoho clients.
