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CRM data migration is complex. Contrary to popular belief this is not a simple exercise in exporting data from one system and loading it into another. We are clearly not in a basic copy-paste operation! If you want to migrate your CRM data from Salesforce to Sugar CRM (for example…), you will quickly realize that things are not as simple as they seem. To successfully migrate CRM data, you must have a very good knowledge of the target system in which you want to load them. Which, very often, is not the case for companies that undertake this project.

Migration also requires fairly specific knowledge of code and database management. Underestimating the complexity of a CRM migration project can affect the success of the project. In this article, we are going to offer you a multi-step framework + advice on best practices for a Consumer Email List successful CRM data migration. Summary Prepare well for a CRM data migration project Framework for Successful CRM Migration [15 Steps] Conclusion Prepare well for a CRM data migration project Before starting, remember that there are three possible scenarios where a company is faced with the problem of CRM data migration: The company does not have a CRM.



Some organizations don't use CRM systems at all (or work from Excel spreadsheets) and decide to take the plunge and adopt Customer Relationship Management software. In this case, data migration poses few problems. The company wants to move from an old CRM to a modern CRM . She uses software like Act or Siebel and wants to migrate to a more modern solution, SaaS, like Sugar . We can also find the case of companies that started with a small CRM ( Nimble , Zoho , Insightly ) and which, from a certain level of development, feel the need to migrate to a more complete CRM.