Blog

Preparing Your Legacy Data for a CRM Migration

Posted by:

Prepare Data for CRM MigrationIt’s common for companies that have been using a older contact manager or a CRM system for ...

Continue Reading →
0

The Essential Steps of a CRM Data Migration

Posted by:

CRM Data Migration Steps to Cloud CRMA proper CRM data migration is often more than a simple point and click proposition, ...

Continue Reading →
0

GoldMine Data Conversion Questions

Posted by:

GoldMine Data Conversion QuestionsIf you are planning to migrate your company’s GoldMine® data into a CRM system, there are a number of questions ...

Continue Reading →
0

ACT! Data Conversion Questions

Posted by:

ACT! Data Conversion Questions

If you are planning to migrate your company’s ACT! data into a CRM system, there are a number of questions ...

Continue Reading →
3

8 CRM Data Migration Best Practices

Posted by:

CRM Data Migration Best PraticesCRM data migration can be performed in a “quick and dirty” fashion, or it can be done ...

Continue Reading →
0

Migrating CRM Data Isn’t Always as Easy as Point and Click

Posted by:

Data migration software vendors sometimes portray their CRM migration software as a simple, point and click, drag and drop solution.

Data Migration Mapping

While a packaged software ...

Continue Reading →
0

CRM Data Migration Strategies

Posted by:

Congratulations, your company has decided to make the switch to a new CRM application.  Now comes the work effort — determining how best to configure the application to your company’s needs and migrating legacy data ...

Continue Reading →
0

Data Migration and CRM Requirements Definition

Posted by:

Legacy data can sometimes be very messy.  Spending the time to analyze legacy data allows companies to understand the results of a wide variety of users having logged customer interactions within a legacy CRM system ...

Continue Reading →
0

Contact Manager to CRM Data Migration Complexities

Posted by:

Data Migration

Migrating data from a contact manager to a CRM system should be relatively straightforward, right?  Just bring up a data mapping UI on a ...

Continue Reading →
0