CRM Data Migration: a Checklist to Tighten up Your Switch

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CRM Data Migration: a Checklist to Tighten up Your Switch

Imagine you are deciding to purchase a new home. At first, you start to research the loans, take care of the problems in the old apartment, and then pack up your stuff into the boxes.  When the transferring day comes there raises another issue. The furniture is completely out of place in the future house.

The new CRM system can be compared to the residence, and your records are the pieces of furniture. It all boils down to the fact that the performance of CRM data migration in a proper way is not as easy as it may sound. Close to the awkward giant couch, your information has to be reimagined to its new surroundings. So, preparing the data for the transferring will help eliminate future complications during the switch, as well as the other stages of desired CRM roll-out. Before setting up any further actions, ask yourself the following questions that tune your focus on the successful CRM data migration:

  • Did I remove all the duplicates and unnecessary items?
  • Are the naming conventions consistent?
  • Are the records complete?
  • Did I identify all the owners of the records?

Accordingly, this post addresses the main concerns and offers the key recommendations on how to organize the data and get ready moving to the brand-new solution.

CRM Data Migration: Ultimate Packing and Preparation Checklist

To ensure a secure transferring and exclude any potential pitfalls, you should establish the plan and define all the necessary actions ahead of time. Taking into account the common issues and shared way outs, we compile the list of nice-to-do and must-to-do tasks that are worth to be implemented before the CRM switch:

#1 Select the Future Platform

The very first thing advised to do is find the suitable and feature-rich CRM platform for efficient client data management and smooth workflows. You need to inspect the possible options on the CRM market and choose the solution that fits your company demands and objectives. Select the CRM that offers a free trial, so you could test it and find out whether the platform meets the targeted business development route of your organization.

#2 Clean Up the Records

Learn the structure and the maintenance rules of your database, before setting up any cleaning or deleting activities. You should define the vital records types to ensure the consistency and relevancy of the transferred data. Besides, don’t forget that incomplete duplicates can be merged or replaced to remain the items unique and clear.

#3 Get Organized

Update or create data managing rules for your crew. That will help to keep your records arranged in a logical way. For instance: your organization uses the sales territories, so ensure all the leads, contact, and accounts are sorted by the geography.

#4 Know Your Data

Identify the modules you want to drive to your new solution, as well as analyze how your current CRM differs from the future one. Let’s say your data includes historical items like obsolete appointments or completed meetings; it's quite doubtful that you are going to deal with it in the upcoming business processes.

#5 Map the Data Out

Once you have investigated and optimized the information on the old solution, proceed to compare its records with the available ones on the future platform. Consider of every custom fields you have built, and investigate the entity names, and To manage the discovered differences, create custom data and fields based on your existing software to match the CRM you are migrating.

#6 Select the Tool

You can carry out the CRM data migration on your own via CSV files switch.  However, the process can take a lot of time and efforts, as well as leads to some the mapping errors.

Time is the precious currency in the business world. To save it, many companies tend to choose an automated data switch. One of the practical solutions for the accurate and secure CRM data migration is an automated transferring service Trujay. The SaaS is designed to help you perform completely hand-off CRM relocation in just a few clicks.

One of the practical and efficient features of the service is data mapping. You can fix desired fields transfer on your own. It is also vital to mention that the terminology used in the current CRM will be the same in the future one, so you can monitor the correctness of data switch before the actual migration. Besides, Trujay has no impact on the processes in your current platform, and there are no workflow interruptions.

#7 Test the Migration Service

Always take advantage of the free trial or demo. This rule applies to the CRM system and the service for data transfer. Make sure you see that everything flows the way you expected with Trujay free Demo Migration. You should choose a large enough data sample for the demo to determine the possible errors.

#8 Schedule the Data Move

After you completed all the preparation stages above, you should now be aware of all the characteristics of the process and possible issues. Based on the information you have collected, refine your plan, pick the transferring date and utilize the final project estimates.

Final Shortcut

The CRM data migration may seem a complex task, yet it’s all about the appropriate organization and planning. A thorough preparation is one of the essential points of the successful migration project. Take the list of hints into consideration and modify the particular demands of your switch.

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