CRM Solutions using Zoho DataPrep

Zoho CRM Data Solutions

Powered by Zoho DataPrep 

Zoho DataPrep helps you clean, prepare, and warehouse your CRM sales data in more than one way. You can use DataPrep along with CRM solutions to perform data cleanup (remove duplicate records, find and replace empty records, and more) and migrate data. DataPrep can also be used to replicate, and backup your CRM data.

Here are four ways of using Zoho DataPrep to enhance your CRM experience: 
1. Data sync
2. Data cleanup
3. Data migration 
4. Data backup and replication 

Data sync

Bring data from a variety of sources into Zoho CRM


Your CRM data can be gathered through various sources such as purchasing a record database, collecting from trade shows, joint marketing ventures, and campaigns, among others. The data sources could be Excel or CSV files, databases, campaign tools, marketing tools, and more. Let us look at how DataPrep can help you clean and transit data to your Zoho CRM account.


External data sources → Zoho DataPrep → Zoho CRM 

  1. Collect your data from 50+ data sources with Zoho DataPrep. 
  2. Model, clean, transform, and enrich your data using 250+ transformations, based on your needs.
  3. Export prepared data as files and import them to your Zoho CRM account.
Importing records from external sources to Zoho CRM is one of the most important lead creation activities in any business. Importing clean data is paramount for that reason. Zoho DataPrep helps ensure you import only high quality data into Zoho CRM. This way you can keep your customer data in sync, and make processing new entries and historical data easier using DataPrep. 

Data cleanup 

Use DataPrep to clean your CRM data

Maintaining high data integrity is essential for any organization. One of the biggest threats to data integrity is having duplicate records in your data. Often, duplicate contacts are caused by human error. For example, one team member might spell a contact's name wrong, causing it to be added twice. It can also be caused by a contact filling in a form with a different email address or phone number. 

Nevertheless, you need your data to be reliable, accurate, and complete. Zoho DataPrep lets you maintain clean data without any duplicate records in your Zoho CRM account. You can use Zoho DataPrep to connect, cleanse, prepare, model, transform, and enrich your data in Zoho CRM using the steps below. 


Zoho CRM → Zoho DataPrep → Zoho CRM 

  1. Connect to your sales data with Zoho DataPrep at module level using Zoho CRM connector.
  2. Clean, prepare, model, transform, and enrich your CRM data.
  3. Export prepared data as files and manually import them to your Zoho CRM account. 
You can export the prepared data from Zoho DataPrep as files and import to your existing Zoho CRM modules. Otherwise, you can create a new one and import your data into the respective modules. You can also switch modules or export your prepared data to another module while importing data into Zoho CRM.

During the data preparation process, you can merge and blend your data from different sources using the join and union (append) transformations. This cross-data source blending adds wider meaning to your data and sets the context which helps in deriving business insights unavailable before. 

Data migration

You can use Zoho DataPrep for data migration in two ways. 


1. CRM solutions → Data destinations 

You can use Zoho DataPrep to migrate your data between CRM platforms from one CRM platform to another, or to a data destination. 
  1. Connect to your sales data with Zoho DataPrep. Import data as files from other CRM solutions into DataPrep. 
  2. Clean, prepare, model, transform, and enrich your CRM data. 
  3. Export prepared data as files to other CRM solutions, or to 30+ data destinations from DataPrep. 

2. Other CRM platforms → Zoho CRM 

You can use Zoho DataPrep to migrate data from other CRM systems, prepare it and push to Zoho CRM. 
  1. Connect to your sales data with Zoho DataPrep. Import data as files from other CRM solutions into DataPrep. 
  2. Clean, prepare, model, transform, and enrich your CRM data. 
  3. Export prepared data as files and push them back to your existing Zoho CRM modules or create a new one. 

You can export the prepared data as files to your existing Zoho CRM modules, or create a new one and import your data into the respective modules in your Zoho CRM account. You can also switch modules or export your prepared data to another module while importing data into Zoho CRM.

Data back up and replication 

Extract data from Zoho CRM 

Data replication and backup allows you to maintain a copy of your CRM data that may be useful for reference and fault tolerance. 

Data replication involves storing the same data in multiple locations to improve data availability and accessibility. Having a replica can also make data access faster, especially in organizations with many locations and balance the network load.

Replicated data can also improve and optimize server performance. For example, by directing all read operations to a replica, administrators can save processing cycles on the primary server for more resource-intensive write operations.

Similarly, in the case of data analytics, data-driven organizations replicate data from multiple sources to data destinations, where they use them to enhance BI and Analytics tools.

Using DataPrep's Zoho CRM connector, you can back up your Zoho CRM data or perform data replication, as and when needed. For example, you can choose to backup or create a replica of your data by scheduling data import before CRM data import or mass update operations. You can set it up once and need not worry about data losses. 


Zoho CRM → Data destinations

  1. Connect to your sales data with Zoho DataPrep at module level using Zoho CRM connector
  2. Configure import to backup data since a previous date. You can import your CRM data starting from last month or from the beginning. You can also choose to import data within a date range using the custom option.  
  3. Export prepared data to 30+ data destinations from Zoho DataPrep including BI and Analytics platforms. 
  4. Set and forget: set up schedules using the connectors to auto-sync your CRM data to your data warehouses. 
Replicating data from a variety of sources at different times may result in some datasets being out of sync with others. This may propagate inconsistent data across datasets. DataPrep helps you ensure that all replicas are updated consistently and maintain data lineage. You can create and set up ruleset templates to auto-clean, prepare, and transform your CRM data before storage. You can also model, transform, and enrich your data for downstream analysis.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Import data from Zoho CRM

                                                                                        Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho CRM using the Zoho CRM connector. Using the connector, you can import your sales data from CRM to perform data cleanup, data migration, and data backup in more than one way.  ...
                                                                                      • Importing data from Zoho Analytics

                                                                                        DataPrep supports importing data from Zoho Analytics. Zoho Analytics is a self-service BI and data analytics software that lets you visually analyze your data, create stunning data visualizations and discover hidden insights from your data. You can ...
                                                                                      • Reload data

                                                                                        You can manually refresh your dataset with the latest data by reloading data from your data source. You can find the option to reload data at two places in Zoho DataPrep.   1. The Reload data from source option from the Import menu.  ​ 2. The Reload ...
                                                                                      • Zoho CRM connector for Zoho DataPrep

                                                                                        Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho CRM using the Zoho CRM connector. Using the connector, you can import your sales data from CRM to perform data cleanup, data migration, and data backup in more than one way.  ...
                                                                                      • Import data using saved data connections

                                                                                        DataPrep saves your data connections to avoid hassles in keying them often. To access your saved data connections  1. Click Saved data connections from the Choose a data source box while creating a new dataset.  2. Manage your saved data connections ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources