Orion
Zendesk Sell
Transfer contacts, companies, deals, and more from Orion to Zendesk Sell. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Zendesk Sell migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
Close more deals with less busy work
Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.
Excellent Zendesk integration ecosystem
"Close more deals with less busy work"
Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.
Ideal for: Sales teams seeking streamlined pipeline management and integrated communication within a centralized CRM platform.
Excellent Zendesk integration ecosystem
Automated email synchronization and activity logging
Mobile-first approach with offline capabilities
Revenue forecasting and analytics
Learn more at
zendesk.com
See exactly which data objects transfer from Orion to Zendesk Sell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Zendesk Sell.
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