CRM Migration

Goldstar: Helping you make your move with confidence

For CRM migration, some say that ‘teething troubles’ are only to be expected. We disagree. Goldstar is committed to ensuring you get the most out of Zoho’s top-rated CRM platform – and stress-free data migration is a key part of our service.

With some of our customers, data needs to be moved over from legacy CRM systems. For others, the starting point is a scattered group of datasets.

Whatever your current set-up, the end-goal is always the same: a swift, efficient migration process – along with a minimum of business disruption. Goldstar knows what it takes to get you there.

Zoho CRM Migration Wizard

Zoho’s Migration Wizard is designed to ensure successful migration to your new CRM. It comprises a custom-made setup to migrate from Salesforce, existing Zoho CRM accounts, Zoho ContactManager, Pipedrive, Highrise, Insightly and any other CRM. During the process, import files are automatically mapped to Zoho CRM modules and columns are mapped to Zoho CRM fields.

As Zoho Authorized Partners and Approved Administrators, Goldstar are experts in preventing the pitfalls that can arise as part of the migration process – including file formatting and folder structure issues. The end result should be a comprehensive, accurate migration with minimal need for manual correction.

Putting your migration project in safe hands

Here at Goldstar, we’re committed to bringing you a Brighter Way to Work – and this includes making data migration one less thing to worry about. Here’s what that means:

Expert data preparation. We carry out careful analysis of how your data is currently formatted and organised to ensure full compatibility with your new system.

Data cleansing. This includes removal of duplicate and redundant data, removal of forbidden characters and appropriate formatting of forms and subforms.

Customisation. For your CRM to deliver maximum value, your data hierarchy should mirror your preferred ways of working. It should allow you to access exactly the information you need relating to customer relationships in a way that makes sense to end users. We work with you to ensure that Zoho CRM is customised to meet your requirements – including removal of redundant fields and adding additional ones if necessary.

Testing and backup. This minimises the likelihood of problems – and ensures that if an issue does arise during the migration process, you can always get your data back.