CRM data migration, moving your information from one system to another, seems simple on the surface. It’s just a technical exercise of mapping and moving data from old fields to new fields, right? Not quite. In order for a new customer relationship management (CRM) to provide long-term business value, your IT team needs to handle a data migration with caution.
One of the first questions your team will need to ask is, which pieces of data will you transfer? Because you don’t want to muddle a new system with inaccurate, incomplete, or poor contact and account records that have been…