While reviewing the source CRM, you need to identify the exact use cases of how you and your employees use the platform. The use cases will often dictate what data, fields, etc. will move to a new CRM.
Undoubtedly, there will be some outdated parameters argentina phone number data hat do not need to go into the new system.
Clearly, after reviewing the source CRM, you need to find all the necessary fields and entities in the target CRM. It will need to provide the “place” for the data.
3. Spend More Time on Data Mapping
Mapping data is the most intricate process in CRM data migration projects. Keep in mind that you should transfer all entities into the new platform in their entirety.
It means that if you acquired a customer Ben Hopkins during an email marketing campaign, he has gone through the sales pipeline in two weeks, and now resides in the “Loyal Customers” group, etc. – all of this data should be available in the new CRM for the migrated Ben Hopkins.
The task of putting the data map together becomes even more complicated when you deal with several solutions that need to be integrated into a single CRM.Share on X
The same Ben Hopkins might have open tickets in your support system, which is also a subject for data migration.
Make sure that after transferring a single record into the target CRM, you still have all its surrounding data from all your integrated legacy solutions.
4. Compare CRM Structures
The structure of a CRM should conform to the data that you will be migrating into it. Spend some time to examine all custom fields in your current CRM. Will you need all of them in the target CRM?
It may be the case that these custom fields will be offered in the new CRM out-of-the-box, or replaced by other means.
Some data from your legacy solution will take a different form in the new platform. It’s a great chance to take a closer look at some of your “flat” data and add a dimension to it by attributing tags, for example.
5. Create a Migration Tool
The most technically challenging task, of course, is to brice herald it specialist develop the tool or a script that will automatically migrate all data into the new platform. CRM migration service providers should be able to assist you with this.
A professional team of CRM developers will carefully think through the migration algorithms and elaborate an error detection mechanism, as well as many other components that make up a practical migration tool.
6. Secure a Data Backup
There’s no such thing as too much caution a complete list of unit phone numbers when it comes to data. You should create a backup of all data from your CRM solution before you proceed to data migration.Share on X
Our word of advice is to shy away from a development partner who doesn’t mention data backup in their CRM migration plan. Many things can go astray during the project, and losing your data is the last thing you want to happen.