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 tagged ‘CRM migration’
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.
Read on for a list of FAQs for companies looking to migrate their CRM data.
ERM Consulting recently managed a challenging CRM and ERP integration and data migration project for imc Meßsysteme GmbH. This post describes the challenges and how they were overcome, as well as the role Inaport played in delivering a successful solution.
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.”
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.