Case Study: Kharis Capital streamlines CRM migration with Digideo’s Salesforce to Zoho CRM implementation

Kharis Capital migrates from Salesforce to Zoho CRM with Digideo in one initial rollout

Kharis Capital, a fresh startup in the financial industry selling blockchain products, engaged the vendor Digideo to migrate from Salesforce to Zoho CRM. The challenge involved not only the basic setup of Zoho CRM but also the migration of complex data, including notes and attachments that required manual import.

Digideo implemented a solution that included configuring Zoho CRM's custom fields, deal stages, and sales processes specific to the client. They successfully migrated the data, set up a custom deal module with notifications, and provided employee training. While specific measurable impacts are not detailed in the case study, the project established a fully functional Zoho CRM system for Kharis Capital, forming the crucial first stage of their CRM implementation.

Kharis Capital