CRM Data Mapping: Tune up the Migration on Your Own

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CRM Data Mapping: Tune up the Migration on Your Own

CRM data transferring is a quite joint project today, yet it is surrounded by some misconceptions. Some businesses, threatened by many possible hurdles, try to skip the task. However, they forget that CRM migration is often a critical step towards company growth and success.

Despite the fact that sometimes the switch can cause as many issues as it resolves - proper planning, accurate data mapping, and a bit of groundwork help to reduce the risks, and ensure the system’s prosperity.

In this line of thought, among the various myths about the relocation process, the most frequent ones identify that data migration is not:

  • Matter of copying information

The term ‘migration’ misleads some organizations to think that they can just copy the records from platform A to B. On the contrary, almost all switches embrace the extensive transformations due to the various data models. So, the procedure requires different mapping to simplify the transit from one to another.

  • One-Shot project

In the context of the individual transfer of the records, having multiple phases is a shared undertaking. With several chunks of the procedure, it is possible that the same items may be migrated and synchronized with the destination solution numerous times. In some cases, the first attempt at data switch fails, demanding to try another shot.  

  • A temporary reassignment of resources

Migration to the different CRM has to be a well-thought project. The investment should support and fit the needs of the company processes for a long-lasting period.

As you can see, data is the essence of the whole migration process. Nothing collapses a new implementation faster than bad data. You can quickly lose faith in the solution if incomplete, irrelevant, or redundant records are present. However, there exists a complex strategy of how to prepare your records for the upcoming migration. Check out the following tips for better data management in the platform:

“Dos”

  • Put lots of effort into cleansing of your items. Focus not only on de-duplication, but also on the information quality. Comprise completeness and adherence to data policies that you prefer to enforce in the future tool.

  • Create a data map that determines every object relationship, as well as each field’s type (name, date, number, etc.), accuracy or length, and security demands.

  • Assess the interdependencies of the process and data (e.g. what is the driver and what is the result).

  • Build a data management strategy to maintain and moderate the clean records over time.

“Don’ts”

  • Eliminate the possibility to bring over the redundant or irrelevant data. Analyze and select the records that you need for the further business processes.

  • Exclude the creation of data requirements and validations as substitutes for the project, management or end-user training.

Clean data is critical, but not the last point of the successful migration. During the transferring process, you have to make sure that entities include the required equivalents on the future CRM. For instance: compare Salesforce and Insightly dashboards, you will notice the difference in some modules:

vs.

As you can see, almost all modules matches in both solutions. The exceptions are Accounts(Salesforce)/Organizations(Insightly) and Campaigns(Salesforce)/Projects(Insightly).

So, let's focus on the main aspects of the data mapping, as well as identify the tools to simplify the process.

Preserve Detailed Data Mapping During the CRM Switch

All businesses want to obtain comprehensive and useful information for the intended objectives. Accordingly, the semantic interoperability is necessary to accomplish substantial exchange across settings, data sets, and standards. Maps are the approaches that companies are considering to acсomplish this goal.

Data mapping enables the information captured in one format to be linked or associated with another. The process always includes matching or linking between the existing and current platforms. However, the investigation of these entities takes a lot of time and efforts that are valuable in the business world. To avoid these insufficiencies, you can take advantage of an automated migration service Trujay. The SaaS enables you with an opportunity to map the CRM fields on your own, and have the total control of modules mapping.

To be more specific, let’s take the transferring from Salesforce to Insightly as an example,  and find out the essential stages of data mapping.

Enhanced Options of Data Mapping

To complete the migration from Salesforce to Insightly in the proper way, you can use Trujay beneficial feature - setting up the detailed fields mapping. It is a simple process requires a few steps to complete.

After you specified the credentials of the current and future solutions, you have to check whether all the fields are mapped correctly.

For example, go to ‘Accounts’(Salesforce)/’Organizations’(Insightly) and observe the data mapping between these modules:

data mapping

Discover that the ‘Type’ and ‘Employees’ symbols are not mapped. Perform the following activities to solve this:

  • If the field is not critical for the further business processes, it is recommended to choose ‘do not migrate’ command.
  • Click ‘Edit’ and select the desired field.
  • All the terminology used in the current platform will be preserved, check if the data stays correct before switching.

At this point, you can click on ‘Save Mapping’, then ‘Next’ and proceed with the migration steps.

Sketching Final Thoughts

Migration to desired CRM system is not an easy process. To complete the project successfully, you have to map all the fields in the proper way. So, take all the tips and tricks above, migrate with the automated migration service Trujay. Accomplish the desired business success, and try our Demo Migration right now.

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