The CRM industry continues to grow at an astounding rate, and each year new statistics are reported based on CRM trends.  A CRM system is no longer optional – it’s has become intrinsic for businesses to stay in the competitive arena. CRM brings a high-quality customer experience, sustaining existing clients, and gaining the trust of newcomers.  CRM solution firm, SuperOffice accounted for a cloud CRM usage growth from 15% in 2010 to 97% in 2020. Overall, the CRM software market is predicted to reach $80 billion by 2025.

CRM migration is the method of transferring the data from legacy CRM or spreadsheets to a new advanced CRM system. CRM migration is primarily enlisted in a company’s agenda when a business evolutes to a new growth stage. The main reasons for companies to migrate to high-quality CRM are:

  • High maintenance costs of CRM systems. 
  • Inadequate CRM configuration and customizability. 
  • Limited integrations with other enterprise/third-party applications. 
  • Usage difficulty.  

When migrating to a new CRM platform you should analyze which data you want to keep untouched, reorder, update, or delete. Most CRM systems are customizable which gives the freedom to organize your data and contact information according to your requirement.

What should be transferred to the new CRM system?

Your existing vital customer information will empower and shape your new CRM system. The following valuable information should be migrated during the migration process:

• Important data of customers like contact information, customer preferences, customer interaction data, purchase history, etc.

• Data of the sales process such as purchase/order history, upsell rate, sales cycle, customer acquisition cost, etc.

• Data of the marketing process like campaign response, brand engagement, social media outreach, customer lifetime value, etc.

• Service data of customers such as SLAs, case management data, customers’ feedback, etc.

Important tips for successful CRM migration

Choose ideal CRM to migrate to

Choose the CRM that will fit in with your marketing, sales, and customer service plans. Analyze the customizability and integration capabilities of CRM according to your business requirements and existing IT network. By using the free trial period of CRMs, you can understand how the system operates, use the features offered and discuss them with a CRM support team.

Carry out data valuation

Data assessment will help you understand what data you need to migrate, remove duplicates, add missing data, and check misspellings and other errors. The task of putting the data assessment together becomes even more complicated when you work with various solutions that need to integrate into a single CRM. 

Be ready for data backup

There’s no such thing as too much caution when it comes to data. Considering how vital this CRM data is for your business, you should definitely create a backup in case something goes wrong. This will remove the risk of data loss or damage. 

Some of the major custom fields that need to be backed up are:

  • Customer databases
  • User documents & files
  • Document templates
  • Generated reports
  • Generated exports

Verify the transferred data

Once the data migration process is completed, you should ensure that all the data has been transferred correctly. You can manually check the important records for your business. Make sure the right data shows up in those records. Also, check any associated data like attachments are working or not. You can also opt for a custom script that corroborates data in the new CRM system with the data in your previous CRM. This is an expensive and time-consuming method but ensures peace of mind.

Microsoft Dynamics CRM cloud migration webinar

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