Posts Tagged GoldMine

8 Business Benefits You Are Not Getting From Your Old Contact Manager

Old Contact ManagerAn old contact manager does have its share of benefits.  It’s paid for. People know how to use it. It’s customized for some of your business processes.  However, there are many business benefits that your company is not getting by using an old contact manager, but that it could be getting from a newer CRM system. Here are a few. (more…)

Posted in: Contact Management

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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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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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8 CRM Data Migration Best Practices

CRM Data Migration Best PraticesCRM data migration can be performed in a “quick and dirty” fashion, or it can be done with careful forethought and execution.  With the right preparation and planning, a new CRM application will be easier for end users to work with and and will result in data that can be segmented for marketing purposes in a more meaningful way.  It will also provide more accurate management reports. (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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