CRM Data Migration: Pave Your Way to Successful Switch

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CRM Data Migration: Pave Your Way to Successful Switch

Today’s business world, many organizations utilize CRM systems to store and analyze the data. While technology is constantly evolving, some companies tend to migrate information to more advanced solutions. However, many of them avoid the task as they are scared of the projects’ complexity regarding of efforts, time, and costs.

Thorough planning can help the transferring process go smoothly. In this article, we want to address the essential steps to minimize the pain in the CRM data migration.   

Messy CRM Data: Clean the Records Out

CRM records are the core of the CRM project, refining them is the most critical task before the migration. Let’s face the truth: every company's data can get “dirty.” Duplicates, outdated, inconsistent items are the culprits for occurring the mess. That’s when the search doesn't work in the right way, and reports begin to fail, causing the further issues and inconsistency in business processes.

The records have to be polished, and this task takes time. Deduplication software can speed up the procedure, and at the same time reduce the cost of relocation. The pressing challenge is to work with data inconsistency and incompetence. They are the most problematic to fix and have to be resolved before the switch to match up the items correctly.

Map the Data Where it Goes

Mapping is the procedure for selecting a destination for your records in the future CRM from where they live in the existing platform. The main features of the process are the following:

  • Where you may obtain one field in the current solution, you might have two in the new one, and vice versa.

  • While you decided to change the field names in the future CRM, you can get confused during the CRM data migration if this transformation was not documented.

  • Usually, when you transfer to more elaborated software, you may have to switch the company workflow completely. The mapping can become a more complicated task.

During the relocation, make sure that entities include the required equivalents on the future CRM. Let’s compare Salesforce, Insightly, and Pipedrive dashboards, and notice the differences in some modules:

Salesforce obtains:

  • Users
  • Leads
  • Contacts
  • Opportunities
  • Events
  • Opportunities
  • Accounts
  • Tasks
  • Notes

  • Insightly includes:
  • Users
  • Leads
  • Contacts
  • Events
  • Opportunities
  • Organization
  • Tasks
  • Notes

Pipedrive comprises:

  • Users
  • Persons
  • Events
  • Deals
  • Tasks
  • Notes

As you see, almost all the modules match in the platforms. However, you can observe:  

  • Accounts (Salesforce) / Organizations (Insightly and Pipedrive)
  • Campaigns (Salesforce) / Projects (Insightly)
  • Opportunities (Salesforce and Insightly) / Deals (Pipedrive)

Several More Pitches of Advice

Consider a few extra suggestions to create the step-by-step CRM data migration checklist and complete the switch successfully:

  1. Build a plan with who will perform, what will be migrated, and when to start the process of switch

  2. Prepare the data backup to exclude any essential records injury of loss

  3. Clean out the records and map the required fields.

  4. Investigate the market and find the right tool to complete the project swiftly.

  5. Perform a demo transferring if possible and conduct the quality migration analysis.  

Considering the last point of the preparation plan, take advantage of an automated migration service Trujay to the records hands-off and securely. Moreover, the SaaS provides the possibilities of mapping the data on your own and testing the procedure with the free Demo Migration. Don’t wait up, try the CRM data migration to Salesforce, Insightly or Pipedrive right now!

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