Migration to a New CRM Is Done. What’s Next? [Part 3]

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Migration to a New CRM Is Done. What’s Next? [Part 3]

A while back we provided you with posts that explained how to prepare your CRM data for migration and how to choose the most appropriate way to switch your data across CRM platforms. Today we offer you an article that will help you to start implementation of newly-gained software from the right side.

So, you have already accomplished your CRM data migration and what is your next step? Definitely, you won’t start your email campaign or social media selling, but you should test and try your CRM platform, as well as tailor it to your company’s demands. Here are few steps that are worth to take in order to make your CRM ready-to-use.

1. Check Up the Migrated Records

First of all, you need to make sure that the records you have chosen for CRM data migration are in the right fields. Look your data through for any duplicates, some of CRM software provide such a tool.

2. Install Required Modules

If you stick to our advice to set up a trial version, you know what CRM modules are missing from your new platform and which one you may install. You can also add extra custom fields for additional information. However, the bunch of various fields may create a mess in your database. So, if the picture of your customer records and activities is shown on a single dashboard, you don’t need to gild the lily.

3. Workflow Rules: Master Your Time and Efforts

Workflow is a powerful tool for optimizing and creating convenient conditions for data updating, alerts and notifications sending out and triggering email campaigns. So, when the heart of your business - database - is ready, you need to set up personalized rules that will facilitate your work and exclude frustrations and chaos. This CRM feature allows designing particular conditions for a certain worker, as well as a department. It can be used for monitoring the performance of the organization in general and each business unit in particular.

4. Personalize Reporting Filters

In case you won’t be disappointed with reporting wizard of your CRM, you have to set up specific filters for your analytics. Obviously, there are default conditions for gathering data for reports, but you need to identify the rules for custom fields updating, deal closing, marketing campaign performance, cases of customer support management, etc. You may indicate the frequency of report delivering as well.

5. Synchronization Measures

Before CRM data migration, you figured out what integration and synchronization capabilities of your software. So, it is time to bring all your mail into one box. You may also install additional third-party integration in order to improve your document sharing, billing and invoicing abilities, increase business productivity and advance lead gathering and conversion.

6. Make Your Staff Versed in New Software

So, you have tailored and personalized your software, but your workers are a bit green in its using. Some CRM vendors offer online training and video tutorials that will show your employees the basic manuals. If your budget allows, you may hire a CRM consultant who will teach your staff all peculiarities of management.

The CRM data migration process is quite complicated and requires a lot of time and efforts and implementation of the software as well. However, if you adhere to our instructions, your CRM switch and implementation will be less problematic. So, take the advantage of our post-migration tips and run your business in an innovative and profitable way.

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