Migrating from amoCRM Zoho CRM ZOHO Partner

Executive Summary

CRMOZ our client CRMOZ migrating all data from amoCRM Zoho CRM establishing new business processes in CRM

Introduction

A commercial organization needed to transfer their data from one CRM AMO CRM) to ZOHO CRM all automations and workflows.

The Challenge

The organization was using a lot of auto-workflows in different modules like Leads, Contacts, Deals, etc. They needed to use the same workflows in the new CRM some additional features and the possibility to change some variables themselves.

Implementation & results

Create a big general workflow for all modules and break them down into small blueprints with custom automations for any case.
Widgets, deluge functions, workflows, and a few custom synchronizations with third-party services were included.
The organization has increased its productivity with client communication due to automatic data processing.
Also, deal and sales order processing increased due to the smart blueprint system with widgets for each client's case.
Now they have the opportunity to spend more time on business development, rather than checking their inbox.

Would you like to switch from another software to Zoho? Contact us and we will find the right solution for you!

CRMOZ

CRMOZ help you maintain the correct functionality of the system, as well as aim for your growth. We look at your entire business, provide a plan for you, and carry out the necessary actions to help you integrate and automate your entire business, right from inquiries in your system all the way through the Zoho applications and through to delivering quick and precise results to your customers.