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Preparing for a Successful CRM Implementation, Migration, & Beyond




01:00 PM - 02:00 PM CT


October 22, 2020

Preparing for a Successful CRM Implementation, Migration, & Beyond

Posted by Cloudbakers on Sep 28, 2020 5:10:48 PM

Moving to a new CRM system can seem like a daunting task, but with the right preparation and plan, it doesn't need to be. Cloudbakers' Zoho experts (Zoho Zurus, as we like to call them) will be openly sharing successes and challenges we’ve seen on some of our most successful projects.

Here's what we'll cover more specifically:

  • Configuration examples
  • Getting ready for your move to Zoho
  • Prepping your data for migration
  • Prepping your people for new systems and day-to-day changes
  • Post Go Live expectations

We want this to webinar to not only be educational, but also send you away with tangible assets that can help you along your journey. We’ll give you example presentation slides that you can use with your own team and handouts to easily review what was covered in the discussion.


Register now to get access to and advice from the Zoho Zurus.



Ricky Thakrar

Ricky Thakrar

Technical Solutions Consultant, Zoho


Kyle Crowe

Zoho Practice Lead, Cloudbakers


Maty Merkatoris

Technical Account Manager, Cloudbakers

Shaun Banta

Shaun Banta

National Account Director, Cloudbakers

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