Five steps to a hassle-free CRM data migration - Compare CRM Software

Data migration for CRM is a lot more complex than moving statistics from old fields to a new gadget, so requires an extensive quantity of planning. It’s impossible that your contemporary contact management device will match the new CRM fields, which can make records migration the biggest task of the complete CRM implementation process.
Here’s what you need to do:

1. Consider facts exclusions

Data migration for CRM is a lot more complicated than moving facts from antique fields to a brand new gadget, so requires an in depth quantity of planning. It’s not possible that your contemporary touch management tool will in shape the new CRM fields, which can make information migration the biggest task of the entire CRM implementation process. Here’s what you want to do: 1. Consider statistics exclusions

Execute your CRM information migration as effectively as viable the use of our comprehensive CRM implementation guide

Here are more than one examples of capability exclusions you can consider:
If your modern CRM gadget is 15 years old, what number of years of activity have to you migrate to the new gadget?
Should you migrate contact statistics that have been inactive for 10 years?

2. Make certain your modern records is easy and accurate

Contact your account managers and ask them to clean up their modern-day customer contact statistics. 70% of CRM customers say their system gives advanced get admission to to customer facts. But that won’t be the case if your modern information isn’t accurate.
Take the time to fill in lacking fields, make certain the information they already comprise is accurate, and dispose of any duplicate records they have. There’s no point in transferring bad facts to a new device, whilst making your statistics easy earlier than migration will inspire customers to preserve it that way after.

3. Back up the your legacy CRM

You by no means recognize what issues you may face during information migration, and the last factor you want is to lose customer data inside the process. Backup the data in your legacy CRM before taking any steps emigrate in case a huge trouble arises.

4. Reformat statistics for the brand new software

Get an idea of the exceptional fields, labels and categories of the brand new system, and begin formatting your current records to meet the ones needs. Doing this before migration will decrease the possibilities that CRM records ends up out of region after.

5. Add to and replace the brand new

CRM system
Once your CRM information is formatted, you may begin adding it to the brand new system. You will probably come upon new labels and categories that suit your business. When you do, replace your already-migrated facts to apply those fields as you go along. That way you make the most of the system’s functions from the beginning.

Top10CRM.com staff are trained professionals who have worked in many different businesses that used all of the types of CRM’s we have in our vendor directory. We understand what it takes to implement and use a valuable CRM.