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Posts tagged ‘CRM migration’

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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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 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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