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Posts tagged ‘CRM Data Migration’

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.

To download the Migration Planning Guide simply click here and for further questions please contact an InaPlex Migration Specialist to book a call or free webinar.

InaPlex specializes in CRM integration and migration solutions that consolidate, protect and productize your valuable client information. Please visit www.inaplex.com to learn more.

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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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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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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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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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Inaport Release V8.0

As of September 2015 Inaport V8.0 is the current software version. New users, and users with valid Software Assurance, can download this software at any time for no charge from our website.

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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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InaPlex at eXtremeCRM 2013

Can You Afford Not to Visit InaPlex at eXtremeCRM?

Ask yourself: Is the completeness or integrity of CRM data important to you? If it is, you will definitely want to visit the InaPlex Booth at eXtremeCRM and look at Inaport.

As David Grant, Advisory Consultant at MBS DEV, notes, “I’ve been working with MS Dynamics CRM for several years, and have used many ETL tools. Inaport has become my favorite due to its combination of functionality, ease of use and affordability”.

InaPlex is delighted to be exhibiting at eXtremeCRM next week (Booth 20), and will have demonstrations that will interest both new and existing InaPlex Partners.

InaPlex systems can manage all aspects of MS Dynamics CRM data. With its ETL engine, Inaport, there are solutions for data migration, data integration, data cleaning, and all areas of data manipulation.

Perhaps most exciting, its breadth of functionality can underpin a wide range of transformative business processes. Inaport is often used innovatively – from xRM implementations, to business process monitoring, to round robin information allocation – to get the most out of the CRM investment.

Inaport is an extremely versatile CRM data engine.

It also provides exceptional value.

Unlike many ETL tools, Inaport is licensed per CRM installation – not by seat count. This means that both purchase and ongoing costs are very competitive. Yet this value comes without compromise – Inaport is a powerful, functionally rich solution.

If you are already familiar with Inaport you’ll want to come and learn more about our latest release, Inaport Version 8. This release continues to build on Inaport’s core strengths with a range of new functions and compatibilities, including:

  • Support for new CRM versions, in particular MS CRM 2013
  • Support for Eloqua integration
  • New extensibility functionality
  • Extended data array management – manipulating, capturing and caching – for functions such as round robin distribution

We hope you’ll make time to visit InaPlex at Booth 20 so that we can catch up, or learn a bit about each other and see where there may be synergies between our companies.

If you can’t make eXtremeCRM and would like more information, please contact InaPlex for a webinar or consultant call. Otherwise, we hope to see you next week at eXtremeCRM in Anaheim.

InaPlex has many years of experience with Microsoft Dynamics CRM, with thousands of organizations around the world using Inaport for CRM data migration and integration. Inaport supports all versions of Microsoft Dynamics CRM (on-premise and on-line), including Version 2013.
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