Financial Services
KFin Technologies — Salesforce to Zoho CRM migration
Overview:
KFin Technologies, one of India's largest registrar and transfer agents, ran 320 sales reps on Salesforce Enterprise. The platform cost was climbing, customizations were brittle, and the team wanted modern UX. The migration target: Zoho CRM Plus, with full data integrity and zero loss of pipeline history.
Approach:
Helios led discovery across all sales motions — advisor onboarding, IPO escrow, AIF management. We mapped 41 Salesforce custom objects to Zoho modules, rebuilt 28 Process Builder flows in Zoho Flow, and migrated 11M records (contacts, deals, attachments, emails) across two cutover weekends.
Hypercare ran for 4 weeks with daily standups and a fast-track ticket queue. By week 8 of go-live, the team was hitting parity on velocity; by week 16, adoption exceeded the Salesforce baseline.
Engagement details:
Duration: 11 weeks discovery to cutover + 4 weeks hypercare
Team size: 6 (1 architect, 2 Zoho engineers, 1 data engineer, 1 PM, 1 trainer)
Stack: Zoho CRM Plus, Zoho Flow, Zoho Creator, Zoho Analytics
Migrated: 11M records, 41 custom objects, 28 process flows
Integration: KYC vendor, RBI reporting, SAML SSO
Outcome:
Annual licensing dropped 64% with no loss of functionality. Adoption hit 98% within 16 weeks of go-live (vs 71% on the legacy Salesforce instance). The first regulatory audit post-migration returned zero findings on data lineage — a first for KFin.
64%
Licensing cost reduction
98%
User adoption by week 16
0
Audit findings post-migration
