ACT to Zoho CRM Migration Services

ACT CRM to Zoho CRM is a migration service offered by Dhruvsoft to migrate configuration/customization and data from ACT to Zoho.

Several ACT customers are considering migration from ACT to Zoho CRM. Zoho is one of the leaders in the Cloud CRM space for small businesses that typically use ACT CRM.

What is included in ACT to Zoho CRM Migration

In our ACT to Zoho CRM Migration Service we help you migrate following –

Migration of Configuration	Migration of Data
Custom Modules Custom Fields Workflows	Standard Objects Custom Objects

There are many vendors that offer tools to migrate the standard software without configuration / customization. We offer a complete migration and quick start service.

In addition to above our migration service includes

Zoho CRM Training	Support
End User Training Admin Training	Post Migration Support

How we do ACT to Zoho CRM Migration

We have a Quickstart Methodology to quickly migrate and get you started with Zoho CRM.

Step 1 – Discovery / Assessment Our team of Migration Consultants will get on a discovery call with you and understand your existing setup. They will assess your existing setup and plan for the next steps.

Step 2 – Backup We would need the ACT backup file to extract the data from ACT CRM. Typically this file will be a database backup such as MS SQL database.

Step 3 – Extraction We use custom software to extract data from ACT. This process typically takes a few hours depending on the size of the database. Once the extraction is complete -we will be having the spreadsheets of records in ACT CRM like Accounts, Contacts, Opportunities, Events, Notes, Attachments, etc.

Step 4 – Configuration & Setup Before we start the migration of data we set up your configuration / customization in Zoho. This includes Organization setup, Users and Profiles, custom fields, custom modules and workflow automation. This prepares your Zoho account for migration.

Step 5 – Data Cleansing Before the data is migrated, we help you clean up your data. We work with you to remove duplicate records, unused modules and fields.

Step 6 – Data Migration During Data Migration the extracted data will be uploaded in Zoho CRM.

Step 7 – Training Our team trains your administrator and end users.

Step 8 – Post Migration Support We also provide post implementation support to ensure success of your migration

Mapping of ACT to Zoho CRM Modules

Here is the mapping for the modules and objects from ACT CRM to Zoho CRM

ACT Objects	Zoho CRM Mo
Companies	Accounts
Contacts	Contacts
Events	Events
To-dos	Tasks
Calls	Calls
Notes	Notes
Products	Products
Opportunities	Deals
Users	Users

How much does it cost to perform ACT to Zoho CRM Migration

There are many providers in the market who will claim to do this service at much lower price. However, before deciding on your service provider compare the scope. Our pricing is very competitive and transparent. 

ACT to Zoho CRM Standard Migration (without any customization)	USD 1999
ACT to Zoho CRM Migration with customization & Training	USD 3999
ACT to Zoho CRM Migration with customization, Training & three month shared support	USD 5499

Above pricing is subject to limitations like database size and number of records. If you have a very large database size or number of records we can give a firm proposal. For this we would need to do analysis of your ACT backup file. Contact ZoSuccess team for more information.