What is CRM Migration

CRM migration is the process of transferring customer relationship management (CRM) data from one CRM to another. This occurs when a company upgrades its current CRM platform or adopts a new CRM system that must integrate with the original software.

The process can be fraught with challenges if it isn’t executed properly, but knowing what to watch for beforehand could make all the difference in how seamless the transition will be. The following are tips you should keep in mind while moving your CRMs.

Choosing a CRM System 

More than likely, you’re already using a CRM system, but it’s important to choose the right one before moving over. Look for a CRM that allows for customization and collaboration between platforms. You’ll also want one that can be easily integrated with your current software and system.

This ensures that all of your employees will be familiar with the new system and can quickly jump in to make changes as needed. It also reduces the stress associated with transitioning from an old platform to a new one.

Create Custom Scripts and Identify Data Structure Issues

You can employ the help of a third-party CRM migration service provider to help you with the transfer of data and scripts. However, before doing so, it’s important that you first create custom scripts and identify any potential data structure issues, which will make it easier for these providers to navigate through your system.

Having an understanding of how your CRM is built and structured will also ensure that regardless of who conducts the migration, as long as they’re experienced with such systems, then the results should be the same.

Keep Your Old Database as a Reference

Having an old copy of the database on hand can be immensely helpful during the transition. Not only will this serve as a form of backup in case something goes wrong, but it will also allow you to compare how your databases differ. This is pivotal if you use scripts to carry out data migration. It’s not possible to know what changes were made by scripts, so comparing older versions of the database with newer ones might help you figure out which script did what.

Preparing Employees for the Change

Sometimes, it’s necessary to conduct training sessions with employees before migrating systems. This way, they’ll know exactly what they should expect throughout the transition. They can also be made aware of any changes they need to make in their own workflows so that once the migration is complete, everything will be ready to go. 

A CRM structure ensures that your company has a good grasp of how data is stored and used within the system. It allows for easy retrieval of any data related translation depending on which platform you’re using at the time. Having a good understanding of how your databases work and what is contained within them will help you to make the transition as smoothly as possible.

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