CRM data migration projects may turn into real havoc if you decide to transfer all data in one take. It’s better to run a couple of trial migrations with several different samples of data. Do not be afraid of any errors, as it will help your tech team to improve their porting tool before they move all data into the new system.
This approach is excellent for integrating several afghanistan phone number data complex solutions into a single CRM when the data has a multilevel hierarchy and links to many objects.
8. Migrate the CRM Data
After iterating on several test data migration rounds, it is finally time to migrate all the data from the previous CRM, or a range of solutions, into a new one. You are sure to find this step the most pleasing as it involves pressing the button “Migrate” and waiting for a “Successfully Migrated!” dialog to appear.
Of course, there might be some issues during kevin dekoninck recruitment manager the final migration. Mainly when you work with many disparate systems that might not function well at the time of import. Therefore, a team of CRM developers will be essential during the entire process.
9. Clean Up Migrated Data
Look for any inconsistencies in the migrated data during the first couple of days of using the new CRM. You may find some duplicates, missing pieces, or other overlooked details.
10. Train Your Employees
As with all new tools, getting used to their way of a complete list of unit phone numbers functioning is the most time-consuming process. Shorten this period by providing your personnel with adequate training right after you complete migrating all data.
As soon as all your employees understand how to use the new CRM platform, you are well-positioned to increase the productivity of your business processes.
Pitfalls to Avoid
Pay particular attention to all custom fields in the source CRM and see if you can find appropriate substitutes for them in the new CRM.Share on X
There is a high chance the new platform will have additional fields for integrating the custom data elements. Alternatively, ask the company that provides you with data migration services to add custom elements to the new tool.
Missed Data
When combing through your current solutions, always check if they have some archived data that is not visible in the UI. It may be useful later on for building reports, etc.
Your CRM development team should spot such archived data during the test data migrations. It will pop up as a series of “random” errors. However, drawing CRM developers’ attention to this from the start will save time and effort in the optimization of the migration tool.