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Posts from the ‘CRM Migration’ Category

A Tale of CRM Migration

If you've ever moved to a new CRM system you'll appreciate this cautionary tale about CRM Migration. Let us know how it fits with your experience.

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InaPlex CRM Migration Toolkit

Download the InaPlex CRM Migration Toolkit for a successful move to your new CRM system.

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The 3 Habits of Successful CRM Migration Consultants

As a specialist in moving data to new CRM systems, InaPlex sees a lot of CRM migrations. Here we present 3 habits we frequently see in our more successful migration Partners.

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The Biggest CRM Migration Mistake That Companies Can Make

InaPlex provides powerful CRM integration and migration tools which our Partners use to ensure cost-effective and successful project results. Here we talk about some of the problems with CRM migrations, and reveal the biggest mistake that companies can make when they move to a new CRM system.

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How to Map Picklist or Option Set Fields During a CRM Integration or Migration

Overview

This post details two techniques for handling the transfer of Pick list fields (also known as Drop-down fields or Option Set fields) during a CRM migration or integration. The SQL examples provided below make it fast and easy to find relevant values and then map them to the destination CRM system.

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How to Succeed in CRM Integration and Migration: Database Reverse Engineering

Moving data to CRM systems - for a migration or ongoing integration - can involve poorly defined databases. This blog shows you how to reverse engineer a database for successful transfer of data to the CRM system.

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Frequently Asked Questions (FAQ) for a CRM Migration

Read on for a list of FAQs for companies looking to migrate their CRM data.

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How to Migrate to a New CRM System: A User Guide

This post looks at how to avoid the challenges associated with migrating to a new CRM system.

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Integrated Sage1000 and SageCRM upgrade using Inaport

Richard Race-Lyons, a consultant with Leverage Technologies, shares with us his first experience with using Inaport for a CRM upgrade.

“It would easily have taken me 10 times longer to create SQL scripts to do this migration without Inaport.”

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GoldMine to Salesforce Migrations

InaPlex has just released a GoldMine to Salesforce migration pack.

These maps are free, and provide a comprehensive migration for a standard GoldMine to a standard Salesforce system.

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