Moving to a new CRM system remains fraught with obstacles and is difficult to fully automate. This post examines the reasons it can be so hard to move to a new CRM system, and presents techniques for overcoming the real CRM migration challenges.
Posts from the ‘CRM Migration’ Category
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.
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.
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.
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.
Read on for a list of FAQs for companies looking to migrate their CRM data.
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.”