Don’t fall into the trap of failing to recognise that the most important thing in a new CRM is the data. You can’t move to a new CRM without also migrating the data.
Many CRM projects concentrate too much on the platform choice and the configuration of the front end. They frequently fail because the data quality aspect is not given the same consideration. A Data migration from several source systems to a new CRM is really a complex dedupe and merge project; failure to recognise this often leaves your users with a database full of duplicates and inconsistencies.
Our simple 5 step process ensures we work with you to design a data migration process that is built with tested rules that arrive at the best possible quality of data.
Typical data migration projects are iterative, giving your users a chance to incorporate feedback on the data in practice, with time allocated for test phases and runs on sandbox systems before the final live run. Our experts will lead you through the process giving the benefit of their experience.
Our 5 Step Approach to Data Migration