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Salesforce Migration

Escape Salesforce Costs, Keep the Capabilities

Migrate from Salesforce to Zoho CRM and cut software costs by 60-70% without sacrificing features. We handle all data, custom fields, and workflows.

Get a Free Migration Assessment

Cost Comparison (10-User Team)

FeatureSalesforceZoho CRMSavings
Salesforce Sales Cloud (Enterprise)$165/user/mo$52/user/mo68%
Salesforce Service Cloud$165/user/moIncluded in Zoho One100%
Marketing Automation (Pardot)$1,250/moIncluded in Zoho One100%
CPQ & Quoting$75/user/moIncluded100%
Total Annual Cost$32,250$10,20068%

Based on 10-user team. Savings increase with larger teams.

What We Migrate

Accounts & Contacts

All company and contact records with full history and custom fields.

Opportunities & Deals

Sales pipeline, deal stages, amounts, close dates, and forecasts.

Custom Objects & Fields

We rebuild your custom objects and fields in Zoho CRM.

Email & Activity History

All emails, calls, meetings, and notes preserved with associations.

Workflows & Automation

We recreate your critical workflows and automations in Zoho.

Reports & Dashboards

Key reports and dashboards rebuilt to match your Salesforce setup.

Why Businesses Choose Us

  • Cut software costs by 60-70% without losing features
  • Keep all your historical data — accounts, deals, emails, everything
  • Zero downtime migration — cutover happens during off-hours
  • Custom fields and workflows recreated in Zoho
  • Full team training on Zoho CRM included
  • 30 days of post-migration support to ensure success

Our Migration Process

01

Audit & Scope

We audit your Salesforce instance: data volume, custom objects, integrations, workflows. Free 30-minute discovery call.

02

Migration Plan

Custom migration roadmap with timeline, deliverables, and pricing. You approve before we start.

03

Data Extraction

We export all data from Salesforce and clean it: duplicates removed, formatting fixed.

04

Zoho Setup

We configure Zoho CRM to match your Salesforce setup: custom fields, stages, workflows.

05

Import & Validate

Data is imported and validated. We check every record against Salesforce.

06

Go-Live & Train

Your team goes live on Zoho CRM with full training and 30 days of support.

Frequently Asked Questions

How long does a Salesforce migration take?

Most Salesforce migrations take 3 to 6 weeks, depending on data volume and customizations. You'll receive a precise timeline during the discovery call.

Will we lose any data during migration?

No. We validate every record post-migration to ensure nothing is lost. You'll get a full reconciliation report.

What happens to our custom fields and workflows?

We recreate all critical custom fields and workflows in Zoho CRM. During discovery, we'll identify which customizations to migrate.

Can we keep using Salesforce during the migration?

Yes. Migration happens in parallel. Your team continues using Salesforce until cutover, which happens during off-hours.

Ready to Cut Salesforce Costs by 60-70%?

Book a free migration assessment and we'll show you exactly how much you can save.

Get Your Free Assessment