April 19, 2022
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7 Tips to Optimize Your CRM Migration Project

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With “regular business” in major flux due to the circumstances surrounding the COVID-19 pandemic, many organizations are using this time to tackle considerable projects previously put on the back burner due to resource constraints.

To help organizations optimize their project, KORE Ticketing Product Manager, Noelle Fanella and Development Manager Fabio Talevi share 7 tips to consider during your CRM migration project in our latest tip sheet.

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May 10, 2020

With “regular business” in major flux due to the circumstances surrounding the COVID-19 pandemic, many organizations are using this time to tackle considerable projects previously put on the back burner due to resource constraints.

One project of particular interest to our global network is CRM migration, as operations and sales groups look to take advantage of their reduced system activity.

To help organizations optimize their projects, KORE Ticketing Product Manager, Noelle Fanella and Development Manager Fabio Talevi share 7 tips to consider during your CRM migration project in our latest tip sheet. Check it out here.

WHY MIGRATE?

Think about all the historical data that lives in your CRM system, from client transactions and objection history to vendor relations and partner opportunities. Now think about current responsibilities, like developing campaigns, modelling for retention, and tracking pipeline – could you do those tasks without that historical data?

Whether you are switching CRM vendors or upgrading your version (i.e. Dynamics On-Premises -> Dynamics Online), you will want to explore migrating data to your new instance. Determining what data to bring over and how it should map can be a challenging aspect of the migration, but it is one of the most important steps to minimizing disruptions when the switch is flipped.

WHEN TO MIGRATE

The right time to migrate varies, but it’s important to remember that CRM migration projects can often take months from initial planning through end-user training. Teams typically look to migrate their CRM systems during the off-season to reduce the disruption of day-to-day operations.

With live events on pause, many organizations are considering this period an off-season of sorts, and are starting to explore a CRM migration project now during this unexpected downtime.

Interested in learning more? Check out our latest tip sheet for 7 tips to optimize your CRM Migration project.

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