We have done a few HubSpot to Zoho migrations in recent weeks and we thought we would share some notes on some of the challenges and pitfalls to avoid. Migration of Contacts, Deals and Company records are pretty straight forward. That data can be simply extracted from HubSpot and loaded into Zoho. Like every data…
Good Lord! Zoho does it again with a product that basically works, but has so many little things wrong with it that it becomes so very frustrating to use. There are so many bugs and poor design features in this product, none that I can find that are central to what it is trying to…
Every packaged software system has arbitrary limitations. In this, Zoho isn’t unique in this regard but as a market leader, I don’t think there are enough candid evaluations of factors that really can make an implementation more difficult than it needs to be. Overall, I really like Zoho but there are just a few things…
While I have always maintained that Salesforce stands alone as the best CRM for Fortune 500 global enterprise, I also maintain the Zoho is probably the strongest CRM system for the SMB marketplace with products like Dynamics a good fit for the market between the two. I say this about Zoho for a few reason…
Surprise! Despite their marketing and reputation, Saleforce.com is not the right choice for every organization. Take a deep breathe. It is going to be OK… You won’t find any shortage of people, articles and posts saying how wonderful the Salesforce community is, Appexchange Aps are and the amazingly powerful software but there are a couple…