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Posts tagged ‘CRM 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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Six Easy Steps to Identify Data Integration Needs

Choosing the best integration solution for your company has never been tougher.

Which is surprising, right?

After all, with the plethora of integration tools available today, in some ways it has never been easier to move data around. The sheer range of options, however, is overwhelming, especially as huge differences between systems can make direct comparisons difficult, and what works for one integration project may not work for another.

Yet today, more than ever, being abreast of the digital curve is imperative, and integration is key to this. As Massimo Pezzini, Gartner, recently noted:

“Through 2020, integration work will account for 50% of the time and cost of building a digital platform.”

Given the importance of integration, selecting the wrong solution is expensive in all respects: cost, lost time, and missed opportunities. Clearly, it’s important to make a good choice, especially for critical business opportunities.

Following is a summary of six key areas that impact data transfer today.

With so much to consider, data integration is no longer the realm of simply shuffling data around. Rather, it needs to be viewed as a means of supporting the delivery of highly competitive applications in the context of business processes and data flow. The following table presents ways of managing the complexity associated with today’s business and market demands.

Choosing an integration approach, whether for a specific project or a companywide standard, will be most successful when the entire data requirement – from client need to delivery mechanism to environments – is understood and agreed. Only then should the selection process begin.

Next week’s post will look at three categories of integration solutions and will suggest ways to match them to the identified business need.

InaPlex specializes in data integration and CRM migration services and solutions, with a focus on difficult, niche projects. Our licenses are in use throughout the world and our International Services Team provides implementation and app development. Contact us today for a free presentation, or to chat through your tech needs with one of our consultants.

Overcoming the Real Challenges of a CRM Migration Project

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.

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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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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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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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CRM Integration and Migration in One Challenging Project

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.

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