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Posts from the ‘CRM Migration’ Category

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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Ensuring a Successful Migration from ACT to Sage CRM

Migrating from ACT to Sage CRM can be difficult and expensive: client data is extremely valuable and a shoddy migration will cost considerable time and money. With over a decade of experience in migrating to Sage CRM, InaPlex has firsthand knowledge of the sorts of problems that arise and how they can be dealt with. This guide provides a summary of the major issues that need to be addressed to ensure a successful migration.

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GoldMine to Microsoft Dynamics CRM, Post III: Migrating Customer Details

This Post is the third in a series of four about migrating from GoldMine to Microsoft Dynamics CRM. It details system preparation and migrating contact details, including email and web addresses. The final post will step through the process of migrating activities, history, emails, attachments and opportunities.

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