As we’ve already mentioned, getting all stakeholders involved in the process of migration is highly important. CRM serves as a centralized source of all communications, unifying efforts of various departments and boosting the collaboration of different teams.
That’s why it is essential that the requirements of all user groups are taken into account so everyone can benefit from a better solution in the end. Make sure the process is transparent and that all possible issues can be addressed quickly.
Migrating Everything at Once
It’s easier to face difficulties and make some errors when you try to handle everything at once. Since there is a large number of sensitive data sets to albania phone number data take into account, it requires a thorough approach.
The best way to avoid any issues is to carefully plan the process and break it into steps that you can manage one by one. Especially if you have several lily matthews systems and interconnected data that you need to migrate into a single solution.
Shortage of Expertise
It might seem an easy endeavor to move all of your data from one CRM to another. However, the process contains plenty of nuances that can cause issues like data loss if ignored. Choose a reliable and experienced partner that will help you cope with any challenges and guide you along every step of the journey.
Ready to Make a Move?
Velvetech’s team has completed multiple CRM data migration projects for various platforms: from Salesforce and SugarCRM to HubSpot and Creatio. Our professional services include data migration from a single legacy platform or an array of third-party solutions.
Take a look at one of the case studies where Velvetech has helped a telesales company with migration from their legacy in-house CRM.
Velvetech’s team will be happy to assist you. a complete list of unit phone numbers Get in touch to discuss the specifics of your project.