Migrating Legacy CRM systems

Inaport migrates CRM data quickly, reliably and affordably

Companies often have many years of valuable information locked away in their legacy CRM system, however moving this data can be costly and difficult. Our integration engine, Inaport, is built on over a decade of intense CRM migration experience and ensures fast, safe and complete transfer of data to the new CRM environment.

Inaport manages all of the challenges associated with CRM migration: Dirty data, duplicates, format issues, customizations and hard to move items such as email, history, notes, attachments, opportunities and pick-lists.

Inaport licenses include free migration maps to automate data transfer; these can be modified for a totally flexible result.

Free maps available for:

  • ACT! to Dynamics CRM
  • ACT! to Salesforce, Infor CRM (formerly Saleslogix)
  • ACT! to Sage CRM
  • GoldMine to Dynamics CRM
  • GoldMine to Salesforce, Infor CRM (formerly Saleslogix)
  • GoldMine to Sage CRM

Migration resources

No-risk migration to a new CRM

  CRM Migration Checklist

  Migration Tips

  Sage 1000 Migration Maps


Migration Projects

A migration project can be straightforward, but often there are complexities involved. Moving to a new CRM system will typically involve changes in business processes and reporting systems. This in turn means that the migrated data needs to be transformed to meet the new business structures.

Typical issues that InaPlex encounters in migration projects include:

  • Moving 'contact-centric' systems to 'company-contact centric' - split contacts into company and contact
  • Remapping pick list value sets - change 'Good', 'Poor' to 'Active', 'Inactive'
  • Handling security - change ownership and territory for accoutns and contacts
  • Cleaning old data - purge duplicates, normalize data

InaPlex has worked on hundreds of CRM migration projects and understands the importance of timely, cost-effective migration. Here are some resources to get you started abd if you'd like some advice, simply book a free webinar and data assessment.

  Is Inaport right for you?

  Free trial and free training

You are not alone

InaPlex has experienced CRM Partners throughout the world who can work with you to make your CRM migration a success. The InaPlex Professional Services Group is also able to assist. Contact us for a recommendation, or for a free, no obligation discussion of your requirements.