Why Zoho DataPrep for your Zoho CRM hygiene
Bad CRM data is the root cause of ineffective marketing campaigns and lost sales opportunities due to missing or incorrect customer information. If you're unable to trust your Zoho CRM data, then DataPrep can help!
Consolidation of leads from multiple sources
Your Zoho CRM has a constant influx of data from cloud storage, spreadsheets, URLs, and more. Whether offline events or online campaigns, you can easily consolidate all of your data and transform it into the same format to seamlessly import it to your CRM.
AI-assisted data cleanup and enrichment
Duplicated and inconsistent data, missing information, incorrect formatting, and even language mismatches—Zoho DataPrep helps you discover and fix them in just a few clicks. We also have OpenAI integration that lets you run complex fixes in plain English.
Saving time and money for sales and marketing
Investing in data preparation gives access to cleaner and more accessible data for your sales and marketing teams; sales will have better understanding of each lead and marketing can run more efficient campaigns that achieve better ROI.
Automated data pipelines ensure clean data
You'll always have ready-to-go data in Zoho CRM with DataPrep’s data pipeline capabilities. Collect leads from multiple sources, then prepare and export them to Zoho CRM. Set it up once and you'll have consistently clean and enriched data moving forward.
Secure migration and backing up of your Zoho CRM data
Safely migrate your data from external sources or other CRMs to Zoho CRM with DataPrep. Ensure only clean data is migrated to ease data management. You can even automate CRM data backup to external data warehouses by setting up periodic schedules.
Automate your CRM data management without breaking the bank
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Data Sync
Bring data from a variety of sources into Zoho CRM
- Bring in data from 50+ sources
- Apply 250+ transformations
- Export using Zoho CRM connector
- Use schema validation and prevent data model mismatch
Data Clean-up
Maintain high integrity of Zoho CRM data and optimize sales processes
- Schedule bulk clean-up of CRM data
- Schedule data cleansing during non-business hours
- Normalize data on the go
Data Migration
Migrate from other CRM systems to Zoho CRM
- Migrate data from other CRM systems
- Fix errors and standardize data before migrating to Zoho CRM
- Remove inconsistencies and duplicates during migration.
Data Back-up
Back-up your Zoho CRM data
- Schedule back-up of your Zoho CRM data to data warehouses
- Enable disaster recovery of Cx data in case of emergencies
- Use backed up data for analytics, downstream processes
Delivering high quality data has never been easier
Free up valuable time for your sales reps
According to industry estimates, 10-25% of contacts in B2B records contain errors. The burden of dealing with duplicate entries, invalid data, and mismatched records shouldn't fall on your sales reps. Use Zoho Dataprep to bring your data on point. Let your sales team focus on what they love to do—win deals.
Watch DataPrep in Action
Controlled data sync
Once the data is prepared, choose how to integrate them to your CRM - add only new records, only update existing records, or add and update records. DataPrep's granular controls provides the option to strategize as per your requirements.
Set up end-to-end pipelines
Schedule the data preparation or data sync process to run in a periodic manner. Monitor the data pipelines for continuous execution, and get notified in case of errors or a drop in data quality.
Use target matching for consistency
Zoho DataPrep's powerful target matching feature checks if the schema of your prepared data matches with the CRM module to which you are exporting beforehand. Address schema mismatches before executing your export, and stay error free.
Rollback, if needed
If you have mistakenly synced unwanted data to your CRM, no need to despair. Zoho DataPrep will allow you to rollback the change.
What customers think of Zoho DataPrep
Zoho DataPrep is a great tool for cleaning up data prior to importing it into Zoho Products. It helped reduce the time we spent migrating CRM data and third party Analytics data by 75 to 80%. It also significantly increased the number of rows that we were able to import and the accuracy of the data we were importing.
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