Tips for a Successful CRM Migration
Many companies worry about losing valuable client data when they move to a new CRM system,
especially when the legacy CRM system is non-standard, obsolete, or has dirty data.
Following are typical issues associated with CRM migrations, and tips on dealing with them:
- If you’re moving from a contact-centric system to an account-centric one
you will need to split the contact into account and contact. A tool with the ability to map and match
on multiply entities is imperative if you’re transferring a lot of contacts.
- Although migration maps can automat data transfer, their effectiveness may be limited by
non-standard fields and customizations. A tool with strong data transformation functions
can help with any re-mapping needed.
- If dirty data is left unchecked it will lead to duplicates, errors and inconsistencies in the new system.
Use a migration tool with strong data cleaning and transformation functions to make sure data is accurate.
- Be aware that moving attachments, emails, opportunities and history can be extremely difficult.
Reliable, extensive migration maps are needed to transfer these types of information quickly and correctly.
- Moving pick-lists (or drop-down lists) can be a lot of work if they are setup differently in the new system.
Refer to our blog on this subject for detailed instructions on migrating pick-lists.
- Make sure you haven’t forgotten about any data, for instance databases or files from another department,
by involving all business units in the migration process.
A bad CRM migration costs time and money, and can result in lost opportunities.
The key to success is having a thorough understanding of the quality and structure of data to be moved,
and building this into a comprehensive migration plan.
Feel free to use our Migration Checklist and look at our Migration FAQ to get moving with your CRM migration. InaPlex is also happy to provide a one hour data assessment for no charge. Call to book this, or click here.