Migrating Legacy CRM systems
Inaport migrates CRM data quickly, reliably and affordably
Whether you are upgrading, moving to the cloud, or changing your CRM system completely, InaPlex
can make sure your valuable client information is moved safely, reliably, and securely.
Our ETL, Inaport, manages the entire process, including dirty data, duplicates, and customizations.
All client details can be transferred, including emails, history, notes, attachments, opportunities, and pick lists.
Inaport licenses include free migration maps and training.
Book a free webinar and data assessment.
Working with experienced professionals can lower costs and remove migration risk.
Contact InaPlex to find a certified InaPlex Partner in your region or to chat with our Professional Services Group.
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 accounts 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.
Click here to book a free webinar and data assessment.
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.