To switch from one business management system to another is daunting. We agree. But if that’s what it takes to get your business operations to the next level, it is necessary. At Techloyce, we equip you with the right tools for NetSuite to Zoho migration. Enjoy a smooth transition, and leverage Zoho exclusive benefits.
NetSuite vs. Zoho
Here’s a quick breakdown:
NetSuite
- Known for its powerful scalable solutions, and comprehensive features
- Seamlessly integrates across business functions
- Best suited for large enterprises
- Costly and difficult to implement for small and medium sized businesses
- Requires a group of IT experts to unlock its full functionality
Zoho
- Known for its affordability
- Has a user-friendly interface, and is easy to use
- Capable for fitting businesses of diverse sizes via customizable modules
- Does not require high technical expertise to function
- Seamlessly integrates with third-party platforms to enhance functionality
Why Choose Zoho Over NetSuite?
- Affordability: Subscribing to Zoho, and implementing it is cost-effective. NetSuite is a lot more expensive in comparison.
- Flexibility: Zoho offers a range of customizable modules. The businesses can conveniently set up only those modules that suit their needs, and optimize operations.
- Ease of use: Zoho is ideal for businesses who are looking for simplified operations management. It doesn’t require highly technical expertise, speeding up the onboarding process.
- Direct Integrations Support: Zoho itself supports integrations with renowned software like QuickBooks, Google Workplace, and Shopify. This saves the businesses from depending on mediator platforms to make connections for them.
- Extensive Set of Applications: Zoho is an all-in-one platform which streamlines every business function you need: HR, project management, accounting, customer support, you name it.
- Great Fit for SMEs: NetSuite specializes in streamlining the operations of large enterprises with its complex features. Zoho’s cost-effective, and scalable solutions are a great fit for growing SMEs who do need the full set of NetSuite’s complex functions.
How Does NetSuite to Zoho migration work?
Follow these steps for a successful NetSuite to Zoho migration:
Step 1: Plan in Advance
- Thoroughly plan the data which is to be transferred: financials, chart of accounts, customer information etc.
- Plan the migration date to cut-off downtime as much as possible.
Step 2: Backup and Organize Data
- Backup your NetSuite data in case of any data loss during migration.
- Utilize this opportunity to clean and organize your data for a seamless transfer.
Step 3: Test Migration
- Always perform a test migration with sample data before the transfer of actual data to eliminate all inefficiencies.
Step 4: Start Migration
- Export data from NetSuite.
- Create your organization profile in Zoho.
- Import everything you need: chart of accounts, customers, items, transactions, and more.
- Enable all the required modules. Then, customize the modules according to your business needs.
- Set up taxes.
- Connect Zoho with your bank accounts.
- Ensure that all the fields are mapped accurately.
Step 5: Finalize Migration
- Test Zoho thoroughly to ensure everything is working smoothly.
- Train staff for quick and seamless onboarding.
- Proactively provide support to staff or customers in case of any technical issues.
Best NetSuite to Zoho Migration Practices
- Always test data migration in a sandbox environment, using a copy of your data.
- Use the data export and import templates offered by Zoho to simplify migration.
- Plan the migration dates in a way which minimize downtime, to avoid operation delays.
- Evaluate post-migration success by assessing improvement in your workflows.
How Techloyce Helps You
Techloyce is a reliable and certified Zoho consultant. At Techloyce, we provide top-notch assistance for Zoho implementation. We have a range of flexible and affordable Zoho CRM consulting packages to suit all budgets, for enhancing your customers’ experience, and improving business efficiency.
Our experienced consultants guarantee you a seamless, and hassle-free NetSuite to Zoho migration. Let us manage the complexities, and focus on your business growth. Contact us now to get in touch with expert Zoho Consultants today!