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Migrating from
NetSuite to Zoho One: Full Operations Setup for a
Telecom Company

Fully migrated from NetSuite to Zoho One in just 4 months

Migrated 7+ years of historical NetSuite data, including financials

50+ configurations and automations across departments

Businesses that deliver technology and service solutions to others often struggle with their own internal systems. Disconnected tools, manual workflows, and limited visibility slow business growth, reduce team efficiency, and make it harder to deliver a consistent customer experience. When operational data lives in different places, even technologically experienced teams end up relying on spreadsheets and workarounds. Over time, this boosted overhead costs, confuses decision-making, and creates unnecessary friction between departments.

The Company

We worked with a Canadian company with more than 35+ years of experience delivering unified communications, contact center technologies, cloud transformation services, and ongoing managed support. The organization serves businesses that depend on reliable communication infrastructure and customer experience systems. With multiple departments, complex projects, and long-term client relationships, the company required stronger system integration, better reporting, and more efficient internal processes to support its continued growth.

The Challenge

  1. Siloed ERP: NetSuite lacked integration across departments, leading to operational inefficiencies.

  2. Manual Processes: Separate sales, marketing, operations, and service tools disrupted customer and employee experience.

  3. High software costs: NetSuite’s licensing costs, combined with heavy reliance on manual processes and custom projects, made ROI difficult to justify.

  4. Limited Reporting: Too basic and partly manual reporting constrained timely data-driven decision-making.

the solution

To modernize itsIT and optimize technology cost, the telecom company engaged Customerization, a Premium Zoho Partner, to explore Zoho as an alternative to NetSuite. There were early doubts about the platform’s scalability and functional depth. After a comprehensive analysis of processes, integrations, and reporting needs, it became clear that Zoho One could confidently and fully support the organization’s operations, paving the way for a successful migration from NetSuite to Zoho.
 
The main components of the Zoho implementation and migration from NetSuite to Zoho One included:

  • CRM Integration: Zoho CRM unified customer data, improving sales and marketing alignment.

  • Project Management: Zoho Projects automated workflows, reducing manual tasks.
  • Financial Operations: Zoho Books was configured to support multi-currency accounting (USD/CAD), product and service catalogs, customized invoices and purchase orders, and a chart of accounts aligned with NetSuite.
  • Billing & Revenue Automation: Automated revenue recognition, milestone and deposit invoicing, and drop-ship
  • Inventory Management: Zoho Inventory enabled multiwarehouse tracking and streamlined order management.
  • Support Automation: Zoho Desk improved customer service with automated support workflows.
  • Data Accessibility: Zoho Analytics provided real-time insights for better decision-making.
  • Data Migration & Cleanup: Through close collaboration with the client, Customerization designed and executed a robust data cleanup and migration process, successfully transferring more than seven years of historical data from 
 NetSuite into Zoho.

  • Change Management: Training and support ensured a smooth transition and full adoption of Zoho tools.

RESULTS & WINS

Following the successful implementation of Zoho One and the roadmap delivered by Customerization, the communications technology services company achieved significant improvements across multiple operational areas:

Improved Efficiency:

Automation freed up time and boosted staff productivity.

Cost Savings:

Reduced software and manual costs through streamlined processes.

Data-Driven Decisions:

Real-time insights from Zoho Analytics enhanced strategy.

Better Customer Service:

Integrated CRM and support tools enhanced service delivery.

The move to Zoho created a more connected, data-driven environment, allowing the telco client to streamline operations, support teams more effectively, and elevate the customer experience while preparing the business for future expansion.

about customerization

Customerization helps growing companies turn complex operations into connected, automated systems.As an award-winning Zoho implementation partner, Customerization specializes in CRM and business process automation that blends strategic consulting with hands-on delivery. From education sector to NFP and beyond, our project-based Zoho implementation model eliminates the hidden costs and complexity of traditional SaaS customization.

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