Guide

CRM Migration: Switch Systems Without Losing Data

CRM migrations are high-stakes. One mistake and you lose deal history, contact details, audit trails. Plan meticulously. Execute carefully.

Migration Phases

Phase 1: Audit & Design (2-4 weeks)

Understand old system. Design new system architecture. Plan field mappings.

Phase 2: Data Cleaning (2-4 weeks)

Remove duplicates. Validate fields. Standardize formats. Quality check.

Phase 3: Migration Test (1-2 weeks)

Dry-run migration. Validate data integrity. Fix issues. Repeat until clean.

Phase 4: Production Cutover (1-2 days)

Final migration. Notify teams. Decommission old system. Support go-live.

Phase 5: Stabilization (2-4 weeks)

Monitor for issues. Fix data inconsistencies. Train teams thoroughly.

Common Pitfalls to Avoid

Migrating without cleaning data first. Garbage in, garbage out.
Failing to map fields correctly. Data ends up in wrong places.
Not testing thoroughly. Issues discovered live are expensive.
Rushing go-live. Better to delay and be right than ship broken.
No rollback plan. What if something breaks? Can you restore?

Plan your CRM migration

Work with a consultant to plan and execute your CRM switch safely.

Migration Planning Session

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