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Posts tagged ‘CRM migration tool’

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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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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Ensuring a Successful Migration from ACT to Sage CRM

Migrating from ACT to Sage CRM can be difficult and expensive: client data is extremely valuable and a shoddy migration will cost considerable time and money. With over a decade of experience in migrating to Sage CRM, InaPlex has firsthand knowledge of the sorts of problems that arise and how they can be dealt with. This guide provides a summary of the major issues that need to be addressed to ensure a successful migration.

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