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Thanks to you, Bob, Laurie and Geoff for all your assistance and extra effort. You, and especially Bob, took very good care of us. It is 20 years this year. I KNOW it increased our productivity … and I mean with a transformational impact.
Phil Dorsey, Shrier-Martin Process Equipment
Abstract: This article outlines the steps and considerations you should undergo to successfully move your current CRM data into Zoho CRM. We’re writing this article because we get asked this question often! The migration process has two major steps. Each step has a few minor steps. An outline might look like: Extract your data from […]