Posts Tagged 'Data Migration'

Preparing Your Legacy Data for a CRM Migration

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

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5 Reasons Companies Migrate to a New CRM System

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Migrate to New CRMOver the years, your organization has invested a lot of time and money into its CRM system or contact manager.  ...

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The Essential Steps of a CRM Data Migration

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

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

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

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GoldMine Data Conversion Questions

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

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ACT! Data Conversion Questions

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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 ...

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8 CRM Data Migration Best Practices

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

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

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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 ...

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CRM Data Migration Strategies

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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 ...

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Data Migration and CRM Requirements Definition

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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 ...

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