Posts Tagged CRM

The Essential Steps of a CRM Data Migration

CRM Data Migration Steps to Cloud CRMA proper CRM data migration is often more than a simple point and click proposition, despite the ability of CRM applications to import data and despite the existence of off the shelf data migration tools.  What are the factors that make the ultimately most cost effective data migration more than a basic, technical procedure? (more…)

Posted in: Data Migration

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5 Reasons Companies Upgrade Their Old CRM System (Instead of Buying a New One)

CRM UpgradeMany companies choose to perform a CRM upgrade of their existing, legacy contact manager or CRM system rather than switching to a new system.

The upgrade of an existing system is sometimes needed to support newer versions of operating systems and office suites.  Companies also upgrade in order to take advantage of new features and functionality provided by the vendor. (more…)

Posted in: Buying CRM

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GoldMine Data Conversion Questions

GoldMine Data Conversion QuestionsIf you are planning to migrate your company’s GoldMine® data into a CRM system, there are a number of questions that you can ask yourself as you start to plan a data migration.  Coming up with answers to these questions can make your GoldMine data conversion a much easier experience. (more…)

Posted in: Data Migration

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GoldMine Data Analysis

Here’s an overview of CRM Switch’s GoldMine Data Analysis.  Whether an organization is staying with GoldMine, or switching to a new CRM system, this analysis will provide an array of useful insights into the current state of GoldMine data.  The analysis can be used to obtain greater benefit from GoldMine, or for implementing strategies around migrating data to a CRM system such as Salesforce.com. (more…)

Posted in: Data Quality

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