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 

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. 
  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 to your Zoho CRM account using Zoho CRM connector. [Private Beta]
You can export the prepared data from Zoho DataPrep to a CRM module.
When exporting the prepared data from Zoho DataPrep to your Zoho CRM module, you can use target matching. It helps you set up a CRM module as the target and align your dataset to match your target module before exporting data. You can attach a target CRM module to match the field structure, formats, and the data types in the existing source dataset. The errors and suggestions for fix are displayed at the top of each column in DataPrep studio. Simply click the suggestions to fix errors in a jiffy. Learn more about target matching and ensure seamless exporting of high quality data to Zoho CRM. [Private Beta]



Once target matching is successful i.e., the model of your dataset matches the data model of your Zoho CRM module, you can export data to Zoho CRM. When exporting the prepared data to Zoho CRM, you can choose to add only new records, or update existing records, or perform both. You have an option to rollback your export because of partial failures or other problems during the export. Learn more about exporting data to Zoho CRM. [Private Beta]


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.

    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.
            

  1. Clean, prepare, model, transform, and enrich your CRM data.
  2. Export prepared data to your Zoho CRM account using Zoho CRM connector. [Private Beta]
You can export the prepared data from Zoho DataPrep to a CRM module.
When exporting the prepared data from Zoho DataPrep to your Zoho CRM module, you can use target matching. It helps you set up a CRM module as the target and align your dataset to match your target module before exporting data. You can attach a target CRM module to match the field structure, formats, and the data types in the existing source dataset. The errors and suggestions for fix are displayed at the top of each column in DataPrep studio. Simply click the suggestions to fix errors in a jiffy. Learn more about using target matching and ensure seamless exporting of high quality data to Zoho CRM. [Private Beta]



Once target matching is successful i.e., the model of your dataset matches the data model of your Zoho CRM module, you can export data to Zoho CRM. When exporting the prepared data to Zoho CRM, you can choose to add only new records, or update existing records, or perform both. You have an option to rollback your export because of partial failures or other problems during the export. Learn more about exporting data to Zoho CRM. [Private Beta]



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 to migrate your data from other CRM solutions to Zoho CRM.



Other CRM platforms → Zoho DataPrep → 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 to your Zoho CRM account using Zoho CRM connector. [Private Beta]
You can export the prepared data from Zoho DataPrep to a CRM module. 
When exporting the prepared data from Zoho DataPrep to your Zoho CRM module, you can use target matching. It helps you set up a CRM module as the target and align your dataset to match your target module before exporting data. You can attach a target CRM module to match the field structure, formats, and the data types in the existing source dataset. The errors and suggestions for fix are displayed at the top of each column in DataPrep studio. Simply click the suggestions to fix errors in a jiffy. Learn more about using target matching and ensure seamless exporting of high quality data to Zoho CRM. [Private Beta]



Once target matching is successful i.e., the model of your dataset matches the data model of your Zoho CRM module, you can export data to Zoho CRM. When exporting the prepared data to Zoho CRM, you can choose to add only new records, or update existing records, or perform both. You have an option to rollback your export because of partial failures or other problems during the export. Learn more about exporting data to Zoho CRM. [Private Beta]



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

    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.


  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.

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