Transforming CRM Strategy by Migrating Optergy from Salesforce to Zoho
Optergy, a leader in building automation and smart building technologies, was using Salesforce CRM to manage its customer relationships. However, as the business evolved, maintaining Salesforce became increasingly costly and less flexible. To simplify CRM operations and reduce costs, Oberix partnered with Flexbox Digital to migrate from Salesforce to Zoho CRM—a platform better aligned with their needs for efficiency, automation, and scalability.
Data Migration Services from Salesforce to Zoho CRM
Industry
Building System Automation
Tech Stack
Salesforce
Zoho CRM
Deluge Scripting
Custom Scripts
Email & SMS Automation
API Integration
Client
Optergy
Services Offered
• CRM Data Migration• Zoho CRM Customisation
• Workflow Setup
• Automation & Blueprint Setup
• Third-party App Integrations
• User Onboarding and Training
• Customer Support
Challenge
Optergy needed a simpler, scaleable and more affordable CRM to replace Salesforce
Optergy faced challenges with Salesforce’s complex structure, high licensing fees, and limited adaptability for internal workflow changes. The company needed a CRM that was intuitive, cost-effective, and capable of supporting their growing team with advanced automation and easy integration with other tools.
Solutions
Improved Efficiency, Reduced Costs, and Enhanced Sales Visibility with Zoho CRM Implementation
Flexbox Digital led a comprehensive migration process, starting with CRM data mapping, validation, and clean-up. Key modules such as Leads, Contacts, Accounts, Opportunities, and Activities were securely migrated into Zoho CRM. Existing automation logic was reimagined using Zoho’s workflow tools to improve sales tracking, task automation, and follow-up management. The solution also included custom dashboards, role-based permissions, and staff training to ensure a smooth onboarding experience.
Result
Flexbox Digital migrated Optergy's Salesforce CRM data to Zoho, streamlining workflows and boosting efficiency
The successful migration to Zoho CRM enabled Optergy to operate with greater efficiency and lower costs while empowering its sales and operations teams with improved tools. Flexbox Digital’s expertise ensured a smooth transition, setting Oberix up for long-term CRM success and digital scalability.
- 50% reduction in CRM licensing and support costs
- Streamlined lead and deal management with automated workflows
- Improved visibility into sales performance via real-time dashboards
- Easier system maintenance and faster adoption by internal teams
