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CRM Data Migration

Customer Relationship Management is the system with which a company manages its communications with the past, current, and future customers. This needs synchronization across multiple platforms, such as technical support, marketing, sales, and customer service. This demands data be present in a way that is user-friendly and accessible. Data migration is possible only if data is organized in a structured manner and stored in a single place and common format. It requires the understanding of how the business model of the company has evolved over a period of time. This data is usually stored in Microsoft Excel or Database.

CRM data Migration is the core CRM Implementation task before the system GoLive. Here are a standard CRM Implementation Process and various milestones involved in project progress
• Understand Expectations and Business Objectives
• Deployment and Configuration
• Customization and Integration
• Mock Implementation
• Data migration
• Functional training
• Proactive and reactive support.

Below are the Steps to ensure seamless CRM data migration:

1. Organize CRM data based on property and relations.
Eg., metadata information related to the finance department and their contact information.

2. Duplicate records merging/removal
Retrieval of CRM data from various sources might result in data being duplicated. This necessitates that duplicate records are either merged or removed so that only latest and up-to-date records are stored. This step requires careful analysis and extensive experience to identify relevant and important data.

3. Categorization and application of filters
Some values may have different names but the same meaning. During data migration, categorization and filtering become easier when values which mean the same, but have different names, are made uniform.

For example, an attribute called “Industry” might have values for users that have different names across multiple records, but which mean the same thing. So while one record might list “information technology” as a value, another record might list “IT” or “info tech” as values. These have to be recognized as one and unified in order to make categorization and filtering more accurate and precise.

4. Hierarchy of data
This is how the data is organized and how each data relates to the other. This determines how a user views the data and its relationship to one another.

5. Choosing a CRM migration tool
CRM data can be imported in either CSV/Excel format or another format. There are third party tools that offer CRM migration from any source to any destination. When choosing a suitable CRM migration tool, factors such as the nature of the data and capability of the tool have to be taken into consideration.

6. User Acceptance Testing (UAT) and testing
The last and final step in CRM data migration process is QA check and UAT. This is to confirm that there is no disparity of information or loss of data.

Once these steps are completed, CRM data migration process is done, making the system GoLive is best recommended from here.

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