Five Things to Do Before Migrating To a New CRM

//Five Things to Do Before Migrating To a New CRM

Five Things to Do Before Migrating To a New CRM

The transition between CRM systems is an important opportunity. This is exciting because it means your business is looking for new and better ways to improve now. But there are also concerns. Data migration is a delicate and complex process that always has problems. A customer relationship management system was created to support multiple users and hundreds of contact records that need to be transmitted without potential loss.

There are many things to consider, but these are not as simple as the five steps.

  1. Choose a CRM solution with cloud and on-premise options

All savvy entrepreneurs are investing in CRM software, email marketing platforms or other automation technologies. You can easily find a reliable solution, but there are inevitable buying dilemmas. Should I choose a cloud-based or on-premise system?

Each option has advantages and disadvantages, but there are legal barriers that can affect your decision making. Some countries place special requirements on the security of personal data, and not all cloud service providers can meet these requirements. In addition, the legal systems of some European countries prohibit the export of data from the EU. Therefore, in some cases, on-premise solutions are the only option.

You can migrate from one solution type to another, but because it is dangerous, it may be in the middle. Choose to offer software based on cloud and self-hosted services. This gives you more flexibility so you can easily move between local CRM and cloud CRM in your solution.

  1. Automate with migration tools

One of the most common questions about CRM migration is as follows: Can I automate the whole process? The truth is here. The more data you have, the longer the system, and the thinner the system is, the thinner it is. But even in this case, all aspects of automation will only help.

The CRM migration tool not only makes it easy to quickly move blocks of data to other systems, but it costs far less than the consultants hired. If you are considering recruitment (we strongly recommend it), you must meet certain requirements.

First, the new CRM solution must have a well-documented API. If this feature is not available, you will not be able to use the migration tool at all. Also, be careful when choosing a migration tool. The process of switching CRM requires redundancy checking, data cleansing, auditing, and testing, so you need to use the migration tool to handle all transactions.

  1. CRM comparison

In many ways, CRM migration is similar to moving from one house to another. Both are opportunities to ultimately eliminate things that have no purpose or value through your property. There is no reason to move more useless and inaccurate data to the new system. Therefore, you must configure a cleanup session before the actual transfer.

This will give you a clear idea of ​​the rest of your account. Not all CRM systems support the same data format, so you should compare older and newer versions and reformat the data if necessary.

The latter provides all the necessary functionality as it may have other categories, tags and fields, but note that the current and new CRM entities are similar. For example, if a phone is not included in the new version, all phone records will be lost.

  1. Including the sales team

In 2017, CRM means the difference between customer retention and loss. Three years ago, 74% of CRM users stated that the CRM system provided improved access to customer data. Given that you have made executive decisions to move to a better CRM solution, the CEO is also familiar with the benefits of the application.

This resolution comes from the top, but it is a loyal employee and must actually vote. Sales representatives will use this tool every day, and the tools you provide will simplify everyday tasks and optimize performance.

This is the most important reason for the auditing and testing capabilities of the migration tool. Don’t migrate all your data at once, just move a few blocks and give employees the opportunity to test how they are deployed in the new software. Sales representatives can help you make the best decisions to gain experience before final implementation.

  1. Use the old system as a backup.

Even with all the precautions and automation measures, there are still many problems that can go wrong during the migration process. Once again, it is not easy to remind yourself to switch CRM. However, this does not mean that common migration errors occur every time or by the user.

Don’t practice old CRM to maintain security. If there is a problem, please keep your license for at least two months. This allows you to back up important data until the new system is fully operational and reliable.

As long as you don’t underestimate the work involved and move into the migration, the entire process is completed as planned. Carefully compare your current and newly selected solutions and maintain data during the migration process. This will definitely improve and develop your advanced CRM version.

Bitrix24 is a free sales automation and sales team management solution. With Bitrix24 and CRM and lead management software, you can create email campaigns and custom workflows to collaborate and do more.


By | 2019-01-31T16:51:45+04:00 March 19th, 2019|Categories: Bitrix24|0 Comments

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