CRM Migration Planning Guide
Simple Steps to a Successful CRM Migration.
The 2019 InaPlex Migration Planning Guide steps through key processes for moving to a new CRM system. Areas covered include Preparation, Data Discovery, Common Problems, Project Structure, Migration Set-up, Testing and Live.
Transferring client details to a new system can be daunting depending on the complexity, volume and quality of data being transferred, and the degree to which data structures differ. A clear and methodical approach to the migration helps identify and circumvent potential problems, and is conducive to a fast, successful and cost-efficient CRM move.