At the core, customer relationship management (CRM) includes all the strategies and technologies companies use to manage their interactions with leads and customers.
If you’re using Zoho as your CRM and are considering a switch to HubSpot, you’ve come to the right place.
An effective CRM platform can help you build solid relationships with your customers, which, in turn, breeds loyalty and retention. Since customer loyalty and retention both affect your revenue, choosing the right CRM can make a major difference on your bottom line.
In this article, we’ll compare Zoho and HubSpot CRM platforms, analyze your options when it comes to integrating the two platforms, and show you how you can migrate your data from Zoho to HubSpot with ease.
Every day, the business world is getting more and more competitive. It’s even more crucial for companies to put extra emphasis on improving their customer experience.
An advanced CRM with holistic features can help you elevate your customer experience so you can reach your final objectives. Recently, many companies have been migrating from Zoho to HubSpot CRM. Let’s dive into both systems, analyzing the differences.
Zoho and HubSpot CRM are popular among small and medium-sized businesses focused on revenue growth. Both platforms have a simple, user-friendly interface. Both also have custom modules and integration capabilities.
One of the biggest differences between the two is the number of functionalities. While Zoho obtains the toolset to choose from, it can be overwhelming for enhanced workflows. The variety of characteristics and features are nice, but it can be quite confusing to navigate the platform. Unfortunately, most people end up paying for functionality they’ll hardly or never use.
On the other hand, HubSpot enhances the customer experience with features you’ll actually need. Not only can you create two-way sync between the CRM and email, but it automates many of the sales-related operations to streamline the sales funnel.
So, who wins the price competition? Zoho CRM offers a 14 day trial including 5 versions of their CRM:
What about HubSpot’s pricing model?
HubSpot CRM, on the other hand, is completely free. There aren’t any levels or upgrades. Simply hop on the platform to access every feature you need, without extra charges.
While both platforms can help you optimize your sales funnel, generate leads, and increase sales, HubSpot offers a better overall experience. Not only is the CRM powerful enough to streamline your sales process, but it also won’t cost you a thing.
While many people will choose to completely switch from Zoho to HubSpot, others will choose to use both platforms. You can integrate the two platforms to sync contacts and leads between HubSpot and Zoho Campaigns for effective email marketing.
Here’s how you can integrate the two platforms. Keep in mind this can be completely done within Zoho.
You need to start by initiating periodic sync:
If you want to keep all your contacts and campaigns updated across both platforms, you can configure your sync settings. You can push campaigns to HubSpot and update your contacts and campaign member status to better execute
Configure your sync settings to keep all of your campaigns and contacts updated across both applications:
If you’re ready to migrate your data from Zoho to HubSpot, there are a few things you’ll want to do first:
Next, you’ll want to find the right tool to complete the data migration. Unfortunately, this process is extremely challenging to do manually, requires coding knowledge, and there’s a risk of losing or damaging data.
However, there are several tools available to complete the migration process. The two best tools available are:
Once the migration is complete, you’ll want to go over a few things to optimize HubSpot implementation:
While it’s possible to migrate data from Zoho to HubSpot CRM on your own, it’s not recommended due to the risk of data loss or damage. It’s best to use a tool like Data2CRM or Trujay to ensure your data is secure.
Zoho and HubSpot are both powerful CRM platforms you can use to manage your customer interactions and boost revenue. However, while Zoho has many bells and whistles, it also has confusing pricing and a complex platform.
HubSpot, on the other hand, offers a simple, intuitive user experience to help your sales team save time to focus on what really matters: building relationships and bringing in new leads.
If you’re looking to switch from Zoho to HubSpot and aren’t sure where to start, then reach out to Rizen today.
Here at Rizen, as a HubSpot Platinum Certified Partner, we’ll help your organization with everything from integration, to onboarding, and training, so you can get up to speed with HubSpot’s platform. Partner with us today and grow your business to new heights!