SalesBabu Business Solutions Pvt. Ltd. , INDIA ·
4 Tips To Make CRM Migration Successful

4 Tips To Make CRM Migration Successful

If you are planning to perform CRM migration with minimum risks or need any other help with CRM-related issues, you are welcome to consider SalesBabu CRM.

In today’s competitive business, customers have higher expectations for service delivery than even a year ago. A CRM solution is no longer optional – it’s a must-have for businesses that want to stay competitive in the market. Online CRM software allows delivering a high-quality customer experience, keeping up with the existing customers, and winning the trust of new clients. It’s a fact that the CRM software market is one of the biggest software markets that is not going to slow down and is predicted to reach $80 billion by 2025.

SalesBabu Facebook

Read MoreHow CRM Grow Your Business?

Reasons for CRM migration

Migration of CRM is the process when a company transfers the data from legacy CRM or spreadsheets to a new advanced CRM system. CRM migration is often put on a company’s agenda when a business transitions to a new growth phase. From our experience, the main reasons for companies to migrate to another high-quality CRM are – 

  • High maintenance costs of CRM systems.
  • Poor CRM configurability and customizability.
  • Limited integrations with other enterprise/third party applications.
  • The difficulty of use.

Recognized market-leading CRM systems like Microsoft Salesforce, Dynamics 365, SAP, and SalesBabu CRM are fully capable of meeting these challenges, so they often become platforms of choice in CRM migration projects.

What should be transferred to the new CRM system?

Your existing important customer information will empower your new CRM system. You should transfer this valuable information during the migration process:

  • Data of customers such as 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.

Tips for successful CRM migration

#Choose best CRM to migrate to

When choosing a new CRM platform, you should always consider how it will fit in with your marketing, sales, and customer service strategies. Analyze new CRM software’s customizability and integration capabilities against your business needs and the existing IT ecosystem.

Most CRM system vendors provide a free trial period. After deploying, you can understand how the CRM system operates, get a closer look at the features offered, consult with a  support team.

#Execute data assessment

We, at SalesBabu, consider data quality assessment an important step to take. While assessing the data, you can find out and understand what data you need to migrate, remove duplicates, add missing data, and other errors.

SalesBabu Linledin

Read MoreWhat is CRM – Customer Relationship Management?

#Prepare data backup

Taking backup of the data is an important activity before migrating to the new CRM system. Therefore, pre-migration, companies should make sure their CRM data is backed up properly. This action will eliminate the risk of data damage or loss.

#Verify the transferred data

This is another essential task once the migration process is complete. Hence, after the data migration process, companies should make sure that all the data has been transferred successfully and that it is correct.

Choosing the right CRM migration for your business

The process and journey of CRM migration is not a cakewalk and needs significant effort and time. However, we know and are convinced that the advantages gained after expertly performed migration will be value for money. The valuable tips we shared above will make your migration process smooth. And if you are planning to migrate to a new CRM solution and want to lift the migration burden completely off your shoulders, experts at SalesBabu CRM are ready to assist and help. We provide secure CRM migration, customization, maintenance, and user training services, ust get in touch with us.

Free Demo