Things to remember for successful CRM data migration

by Aarushi Sharma Human Resource Executive

There is a myth that CRM data migration requires technical expertise for mapping and moving data from old fields into new fields. Usually, such data migration requires a number of business-level planning and decisions. Data migration is a serious process therefore; it cannot be delegated solely to the technical team. Doing that, the whole process can result in adversely affecting the entire CRM deployment.

Why migrate to CRM software?

CRM involves sales, products and customer management systems, all under one console. It is a centralized and systematic solution that adds value to an organization's growth. Hence, migrating to CRM software from legacy systems is considered an intelligent move by the organizations. Businesses that belong to manufacturing, supply chain, sales & marketing, KPO, BPO, telecommunication and technology often implement the solutions in their domains.

With the growing competition in the software development industry, fortunately, there are CRM vendors who have been able to make the data migration process simple, easy and quick for the clients.

In fact, an end-user can efficiently transfer data from old system to new without seeking IT-helpdesk assistance. The new developed CRM solutions come with advanced features which not only enhance the teams’ productivity, but also eliminate the scope of data loss during shifting.

Today, most of the advanced CRM solutions come with a feature called ‘Import’. This feature enables users to fetch data from their excel sheets, legacy systems, cloud drives, and sources easily. Users just have to follow the instructions while migrating data from one field to another. Yes, it could be a time consuming process, but, it is the safest procedure to drop, drag, copy, move, and paste data from one system to another.

The advanced CRM software solutions are also available in iOS and Android mobile app versions. Hence, users even on-the-go or in their leisure time can migrate data patiently.

Hi-Fi planning, strategies, roundtable discussions, etc. - these haunting words have no place in advanced CRM software solutions. The software comes with advanced features, user-friendly interface, and delivers cost-effective solutions to the clients.

Some of the best CRM software are:

  1. HubSpot CRM

  2. Zoho CRM

  3. Salesforce CRM

  4. SCRMpro

  5. Pipedrive CRM

Businesses are free to select a CRM solution of their choice and requirements according to the sector they deal in. Modern CRM software are noted for their transparency and excellent customer services. So, learn how to migrate CRM data easily, quickly and successfully without fearing any data loss. 

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About Aarushi Sharma Senior     Human Resource Executive

212 connections, 11 recommendations, 640 honor points.
Joined APSense since, June 6th, 2019, From New Delhi, India.

Created on Jun 10th 2019 01:52. Viewed 881 times.


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