Imagine you want to buy a house. You start looking at the loans at first, taking care of the issues in the old apartment, and then packing up your things before the movers come.
Except you have one problem: The furniture is completely out of place in the future house. A new CRM system is similar to the new house, and the pieces of furniture are your data.
It all comes down to the fact that CRM data migration’s success in a proper manner is not as simple as it may sound. Like figuring out the feng-shui of the furniture, your information has to be reimagined to its new surroundings.
CRM Data Migration: Ultimate Packing and Preparation Checklist
To ensure a safe transfer and eliminate any possible risks, you should set out the plan in advance and identify all appropriate actions. We compiled a list of to-dos and must-do activities that are worth implementing before the CRM transition.
Step 1: Select the Future Platform
The very first thing you can do is find the right and feature-rich CRM framework for effective data management of clients and seamless workflows. You need to examine the solutions available on the CRM market and select the approach that suits the company’s demands and goals. Choose the CRM which offers a free trial, so you can check it and see if the platform meets the targeted business development route of your organization.
Step 2: Clean Up Records
Get to know the database’s structure and management rules before setting up any tasks for cleaning or deleting. To ensure the accuracy and validity of transmitted data, you can identify the types of vital records. Don’t forget that incomplete duplicates can be combined or replaced so that the objects remain unique and consistent.
Step 3: Get Organized
Edit or create data managing rules for your team. It will help keep the records logically organized. For example, the company uses sales territories in order to ensure that all leads, contacts, and accounts are sorted by geography.
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