GoldMine to Zoho CRM

June 19, 2024 10:37 PM Comment(s) By Max Tyack

Over the years, I have successfully performed dozens of GoldMine to Zoho CRM migrations for a wide range of clients. Through these extensive experiences, I have developed a specialized library of export queries and tools designed to seamlessly extract GoldMine data from every module. My comprehensive approach ensures that no data is left behind, covering all critical modules including Companies, Primary Contacts, Additional Contacts, History, Notes, Opportunities, Emails, Custom Details, Calendar, Pending Activities, Cases, and more.

The migration process I employ is meticulous and thorough. It begins with a detailed assessment of the client's existing GoldMine setup to identify all pertinent data and customizations. Using my custom-developed tools, I can efficiently export data, ensuring its integrity and completeness. Each data module is handled with precision to facilitate a smooth transition to Zoho CRM, where I then perform rigorous testing and validation to confirm the accuracy and functionality of the migrated data.

My expertise extends beyond just the technical aspects of data migration. I provide comprehensive support throughout the entire process, from initial consultation and planning to post-migration assistance and troubleshooting. My goal is to minimize downtime and disruption for your business, allowing you to quickly leverage the powerful capabilities of Zoho CRM.
Max Tyack

Max Tyack

Owner/Lead Developer Abstract Automation
http://www.abstractautomation.com/

Max Tyack ensures you get the most out of your Zoho apps. Specializing in Zoho CRM, Analytics, Books, Inventory, Desk, Campaigns, custom functions, Deluge scripting, and QuoteWerks, Max has performed many migrations from legacy CRMs like GoldMine and ACT! to Zoho CRM.

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