How to Change CRMs
The Data Migration Process
Step 1: Data Assessment
We dive into your existing CRM to see the volume and types of data that needs to be moved to a new CRM.
Step 2: Data Mapping
We go through a rigorous data cleanup, labeling, and attribution process that prepares a new CRM to receive all your existing data.
Step 3: Data Extraction
We begin the transfer, small test batches at a time, before accelerating the transfer process. Sometimes it can be moved as a single file, sometimes it has to be done manually.
Step 4: Data Validation
We ensure the data on the receiving end meets the intent of the data in its source CRM and make adjustments as needed.
Step 5: Re-Build Processes
We recreate the existing processes (e.g., automations) that you had in your previous CRM in order to minimize impact on your business operations. We help you identify new tools to replace old processes as necessary.
Step 6: Onboard
We spend time with you to ensure you are up to date and up to speed with your new CRM so you can get back to you doing you.
