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
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
|End User 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
|Zoho CRM Mo
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)
|ACT to Zoho CRM Migration with customization & Training
|ACT to Zoho CRM Migration with customization, Training & three month shared support
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.