5 CRM Migration Best Practices: Ensure A Smooth CRM Transition

Category

Array
(
    [0] => WP_Term Object
        (
            [term_id] => 243
            [name] => Accounts Receivable
            [slug] => accounts-receivable
            [term_group] => 0
            [term_taxonomy_id] => 243
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 6
            [filter] => raw
        )

    [1] => WP_Term Object
        (
            [term_id] => 188
            [name] => Agile Innovation
            [slug] => agile-innovation
            [term_group] => 0
            [term_taxonomy_id] => 188
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 14
            [filter] => raw
        )

    [2] => WP_Term Object
        (
            [term_id] => 121
            [name] => Application Development
            [slug] => application-development
            [term_group] => 0
            [term_taxonomy_id] => 121
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 16
            [filter] => raw
        )

    [3] => WP_Term Object
        (
            [term_id] => 94
            [name] => Artificial Intelligence
            [slug] => artificial-intelligence
            [term_group] => 0
            [term_taxonomy_id] => 94
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 3
            [filter] => raw
        )

    [4] => WP_Term Object
        (
            [term_id] => 84
            [name] => Business
            [slug] => business
            [term_group] => 0
            [term_taxonomy_id] => 84
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 48
            [filter] => raw
        )

    [5] => WP_Term Object
        (
            [term_id] => 235
            [name] => Client Collaboration Portal
            [slug] => client-collaboration-portal
            [term_group] => 0
            [term_taxonomy_id] => 235
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 6
            [filter] => raw
        )

    [6] => WP_Term Object
        (
            [term_id] => 148
            [name] => Coding
            [slug] => coding
            [term_group] => 0
            [term_taxonomy_id] => 148
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 1
            [filter] => raw
        )

    [7] => WP_Term Object
        (
            [term_id] => 114
            [name] => Content Marketing
            [slug] => content-marketing
            [term_group] => 0
            [term_taxonomy_id] => 114
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 1
            [filter] => raw
        )

    [8] => WP_Term Object
        (
            [term_id] => 109
            [name] => COVID-19
            [slug] => covid-19
            [term_group] => 0
            [term_taxonomy_id] => 109
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 1
            [filter] => raw
        )

    [9] => WP_Term Object
        (
            [term_id] => 69
            [name] => CRM
            [slug] => crm
            [term_group] => 0
            [term_taxonomy_id] => 69
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 38
            [filter] => raw
        )

    [10] => WP_Term Object
        (
            [term_id] => 90
            [name] => Customer Experience
            [slug] => customer-experience
            [term_group] => 0
            [term_taxonomy_id] => 90
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 25
            [filter] => raw
        )

    [11] => WP_Term Object
        (
            [term_id] => 127
            [name] => Data
            [slug] => data
            [term_group] => 0
            [term_taxonomy_id] => 127
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 8
            [filter] => raw
        )

    [12] => WP_Term Object
        (
            [term_id] => 108
            [name] => Digital Marketing
            [slug] => digital-marketing
            [term_group] => 0
            [term_taxonomy_id] => 108
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 2
            [filter] => raw
        )

    [13] => WP_Term Object
        (
            [term_id] => 85
            [name] => Digital Transformation
            [slug] => digital-transformation
            [term_group] => 0
            [term_taxonomy_id] => 85
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 54
            [filter] => raw
        )

    [14] => WP_Term Object
        (
            [term_id] => 242
            [name] => Document Management
            [slug] => document-management
            [term_group] => 0
            [term_taxonomy_id] => 242
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 4
            [filter] => raw
        )

    [15] => WP_Term Object
        (
            [term_id] => 83
            [name] => innovation
            [slug] => innovation
            [term_group] => 0
            [term_taxonomy_id] => 83
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 5
            [filter] => raw
        )

    [16] => WP_Term Object
        (
            [term_id] => 113
            [name] => Lead Generation
            [slug] => lead-generation
            [term_group] => 0
            [term_taxonomy_id] => 113
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 4
            [filter] => raw
        )

    [17] => WP_Term Object
        (
            [term_id] => 86
            [name] => Mobile Application
            [slug] => mobile-application
            [term_group] => 0
            [term_taxonomy_id] => 86
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 3
            [filter] => raw
        )

    [18] => WP_Term Object
        (
            [term_id] => 98
            [name] => Process Automation
            [slug] => process-automation
            [term_group] => 0
            [term_taxonomy_id] => 98
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 22
            [filter] => raw
        )

    [19] => WP_Term Object
        (
            [term_id] => 79
            [name] => Social Media Marketing
            [slug] => social-media-marketing
            [term_group] => 0
            [term_taxonomy_id] => 79
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 1
            [filter] => raw
        )

    [20] => WP_Term Object
        (
            [term_id] => 220
            [name] => Software
            [slug] => software
            [term_group] => 0
            [term_taxonomy_id] => 220
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 6
            [filter] => raw
        )

    [21] => WP_Term Object
        (
            [term_id] => 103
            [name] => SugarCRM
            [slug] => sugarcrm
            [term_group] => 0
            [term_taxonomy_id] => 103
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 10
            [filter] => raw
        )

    [22] => WP_Term Object
        (
            [term_id] => 168
            [name] => System Integration
            [slug] => system-integration
            [term_group] => 0
            [term_taxonomy_id] => 168
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 31
            [filter] => raw
        )

    [23] => WP_Term Object
        (
            [term_id] => 157
            [name] => Tax Resolution
            [slug] => tax-resolution
            [term_group] => 0
            [term_taxonomy_id] => 157
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 2
            [filter] => raw
        )

    [24] => WP_Term Object
        (
            [term_id] => 1
            [name] => Uncategorized
            [slug] => uncategorized
            [term_group] => 0
            [term_taxonomy_id] => 1
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 0
            [filter] => raw
        )

    [25] => WP_Term Object
        (
            [term_id] => 70
            [name] => Web App
            [slug] => web-app
            [term_group] => 0
            [term_taxonomy_id] => 70
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 1
            [filter] => raw
        )

    [26] => WP_Term Object
        (
            [term_id] => 197
            [name] => WordPress
            [slug] => wordpress
            [term_group] => 0
            [term_taxonomy_id] => 197
            [taxonomy] => category
            [description] => 
            [parent] => 0
            [count] => 2
            [filter] => raw
        )

)

Accounts Receivable

Agile Innovation

Application Development

Artificial Intelligence

Business

Client Collaboration Portal

Coding

Content Marketing

COVID-19

CRM

Customer Experience

Data

Digital Marketing

Digital Transformation

Document Management

innovation

Lead Generation

Mobile Application

Process Automation

Social Media Marketing

Software

SugarCRM

System Integration

Tax Resolution

Uncategorized

Web App

WordPress

Array
(
    [0] => Accounts Receivable
    [1] => Agile Innovation
    [2] => Application Development
    [3] => Artificial Intelligence
    [4] => Business
    [5] => Client Collaboration Portal
    [6] => Coding
    [7] => Content Marketing
    [8] => COVID-19
    [9] => CRM
    [10] => Customer Experience
    [11] => Data
    [12] => Digital Marketing
    [13] => Digital Transformation
    [14] => Document Management
    [15] => innovation
    [16] => Lead Generation
    [17] => Mobile Application
    [18] => Process Automation
    [19] => Social Media Marketing
    [20] => Software
    [21] => SugarCRM
    [22] => System Integration
    [23] => Tax Resolution
    [24] => Uncategorized
    [25] => Web App
    [26] => WordPress
)

Last time we explore the challenges faced by organizations during CRM Migration. You can read that here. In this blog, we are going to explore CRM Migration Best Practices to help ensure that your transition is as smooth as possible. Customer Relationship Management (CRM) migration can be a daunting task for any organization. However, with proper planning and execution, CRM migration best practices can ensure a smooth transition to the new CRM system. Let’s head right into it.

Top 5 CRM Migration Best Practices

Data Cleaning & Preparation

One of the crucial CRM migration best practices is cleaning and preparing the data. To ensure that the data in the current CRM system is accurate and up-to-date before migrating it to the new system, you must identify duplicate records, incomplete data, and outdated information. Cleaning up the data, updating missing information, and removing duplicates is an essential steps.

Mapping Data Journey

Mapping the data journey from the current CRM system to the new one is another essential CRM migration best practice. This step involves identifying the data that needs to be migrated, such as contacts, leads, opportunities, and other critical information. It’s also important to decide how the data will be transferred, either through manual entry or automated data migration tools.

Running Tests Before Migration

Before migrating the data, running tests to ensure that everything is working as expected is a must-have CRM migration best practice. This step involves testing the new CRM system with a small sample of data to ensure that the data is transferred correctly and that there are no errors or issues. Involving end-users in the testing process is essential to ensure that the system meets their needs and requirements.

Create Regular Data Backups

Creating regular backups of the data during the migration process is another vital CRM migration best practice to avoid data loss. This step involves backing up the data from both the current and new CRM systems regularly. In case of any issues or errors during the migration process, the backups can be used to restore the data to its previous state.

Verify Data Post Migration

Verifying the data post-migration is an essential CRM migration best practice to ensure that everything has been migrated correctly. This step involves reviewing the data to ensure that all records, fields, and information have been transferred accurately. Involving end-users in this process is also important to ensure that the system meets their needs and requirements.

In conclusion, following these CRM migration best practices can ensure a smooth transition to the new CRM system. With these best practices, you can minimize the risk of data loss, errors, and downtime during the migration process.

Category

5 CRM Migration Best Practices: Ensure a Smooth Transition to Your New System

Top 5 CRM Migration Best Practices

Data Cleaning & Preparation

Mapping Data Journey

Running Tests Before Migration

Create Regular Data Backups

Verify Data Post Migration

Want to Learn more about Business Innovation?

Download our free marketing checklist to ensure your business always stays on top. We’ll send the e-book/pdf right in your mailbox

Get In Touch

FOLLOW US ONLINE

Product
Strategy

Intelligent
Automation

Customer
Experience

Integrations

Bespoke

SugarCRM

Category

5 CRM Migration Best Practices: Ensure a Smooth Transition to Your New System

Top 5 CRM Migration Best Practices

Data Cleaning & Preparation

Mapping Data Journey

Running Tests Before Migration

Create Regular Data Backups

Verify Data Post Migration

Recommended For You

Want to Learn more about Business Innovation?

Download our free marketing checklist to ensure your business always stays on top. We’ll send the e-book/pdf right in your mailbox

Get In Touch

Let's Talk About Your Needs