Zoho to SuiteCRM: Take Every Advantage

Free Ebook ‘Why, When and How to Migrate Your CRM?’ Inside

The standard features of CRM systems have lost their primary beneficial effects. Currently, business owners pay equal attention to the additional tools for increasing sales, marketing and collaboration with clients. The number of CRM solutions with available extensions is long enough.

However, in making your decision you should not ignore the price and scalability. Zoho and SuiteCRM come as reasonable alternatives. Zoho offers efficient tools for email marketing and administration of database for a flexible price that starts at $12 user/month. SuiteCRM provides features that increase effectiveness of sales and customer loyalty, as well as facilitates the collaboration within the company, for free.

Let’s make a detailed comparison of these CRM systems.

Offered Opportunities

In sales Zoho focuses on leads, prospects and customers. These tools offer the planning of productive campaigns that improves company’s incomes. With marketing automation, you can develop targeted objectives, as well as sales and leads, for performing productive campaigns. The capability of monitoring customer accounts and related information (contacts and opportunities) from constantly updated database provides the ability of making quotes, sales orders and invoices. Territory management allows the analyzing of sales patterns of every region and singles out the most profitable areas. By virtue of this option, you can provide a quality service and forecast sales incomes.

SuiteCRM offers such options as leads, proposals, opportunities and quotes. The blend of these categories enables the email marketing with engagement of larger number clients. Innovative marketing strategy and requirements gathering allow you to cut down time spent on collecting quotes and improve the speed of deals and tasks accomplishment. SuiteCRM provides you with the ability of planning and monitoring the status of campaigns and deals. Marketing emails enables with creating lists of targeted and valuable clients. Document integration ability permits the access and updating of certain information. SuiteCRM offers categorized reports. Sales and marketing automation covers the possibility of deal closing and campaigns revenue. Inventory management reports about quote stage, sales and purchase orders status.

Optimize Work

Workflow automation of Zoho provides the following options.

  • Creating and modifying data set up its triggers for task, notification, field updates, etc.
  • Assignment of new task to sales team or certain worker.
  • Quick notification to third-party application about every event (contact creation, deal closing, updating of customer request, etc.) in CRM.

SuiteCRM provides its clients with advanced workflow that improves such processes as

  • Lead capturing from phone calls, email campaigns and various webinars.
  • Delegation of the leads to sales teams or person who can handle and close the deal using modules (tasks, quotes, calls, etc.)
  • Classification of the issues and opportunities according to their importance, priority or subject.
  • Scheduling the events, assignment of the tasks and sending out emails and notifications.

Support and Integration

Zoho’s case management enables with generating tickets via phone, email or website. Constantly updated knowledge base and self-service provide better resolution of customers requests. Zoho provides its users with various add-ons and third-party integrations (Gmail, Mailchimp, Facebook, Twitter, LinkedIn) for an additional fee.

Support cases of SuiteCRM will help you to specify and solve the customers’ questions and demands. The CRM system enables with the following support options: telephone, instant messenger and email. There are knowledge base and self-service portal. SuiteCRM offers various integration for increasing productivity (Collabro, tagMe.), administration (Duplicate Detector, SecuritySuite) and email (Outlook, Mailchimps, Thunderbirds plugin).

Benefits of Automated Migration

Data2CRM provides you with the unique option of free Zoho to SuiteCRM migration. This process requires no technical background and will transfer your CRM data in automated, accurate and secure way.

How to Migrate from Zoho to SuiteCRM without Troubles

1. Go to http://app.data2crm.com and register your account. Choose your name and password.

2. Specify your Zoho CRM type from the drop-down menu. Then provide your login and password.

3. Define your SuiteCRM details: URL, username and password.

4. Select migration options (accounts, tasks, opportunities. leads, contacts). You can migrate only specified or all modules at once.

5. Launch the Demo migration and evaluate the service in progress.

6. If the outcomes delight you, start Full Zoho to SuiteCRM migration.

Now you know how to migrate your CRM directly and accurately. Don’t put this unparalleled proposal in the long drawer. Register your account and start your free Zoho to SuiteCRM migration right now!