Migration of CRM


Share on linkedin
Share on facebook
Share on reddit
Share on twitter
Share on whatsapp
Share on email

Changing CRM can be complex, this is why few companies feel confident to face that challenge. A mix of investment done and blind leap into something unknown generally stop organizations from it. When an organization decides to discontinue the CRM then it is better to have a clear picture of the project complexity to plan it for the best outcome.

Main point:
No two CRM work the same way: Prepare the new one for what it can do better keeping in mind the business workflows then preserve the general approach when possible.

Data architecture and Data Set analysis:
Study the architecture, then adopt the data architecture that matches the new CRM.
Do not migrate in one shot:
Create a first migration as a test, let the organisation familiarise themselves with the new tool. Then once everything is properly understood and settled down, decide the Friday-deadline to move all data. Perform the migration during the weekend or a country holiday to let them start with the completely updated new CRM form the very Monday.

Hint 11

Extract from Managing Sales Pipelines with Pipedrive CRM

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.