A client has already performed the basic data migration of Accounts, Contacts, Leads, and Tasks to the desired CRM. However, as far as this CRM was installed locally, they faced a problem of Activities and Attachments migration.
- Migrate business data from the existing CRM platform to a new one
- Avoid business disruption during the CRM migration
- Create the custom fields on the desired CRM for the successful modules mapping
- Migrate ONLY Activities related to the Opportunities together with the relations between the items
- Import all Attachments into the custom fields of the future CRM
- The number of attachments in one field can exceed to the several dozens.
Trujay team took into consideration all specific customer requests and recommendations regarding the CRM data migration.
Within one day, our techs created the detailed mapping of the modules that are necessary for the migration, as well as received the confirmation from the customer.