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.
Download the InaPlex CRM Migration Toolkit for a successful move to your new CRM system.
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.
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.
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.
Migrating GoldMine to Microsoft Dynamics CRM (MS CRM) presents a range of challenges. This second post, in a series of four, focuses on the Project Management of CRM migrations. Drawing on extensive experience in this field, David Evans, CTO InaPlex, presents some key factors to consider when managing a migration project.
Migrating GoldMine to Microsoft Dynamics CRM (MS CRM) presents a range of challenges. This series of 4 blog posts shows how to go about overcoming the pain typically associated with GoldMine Migrations.
This post examines some detailed issues around migrating email and web addresses from GoldMine, and provides examples of create SQL queries to address them. For free consulting to advise on your requirements please email InaPlex.