Tag

data migration

5 Things Everyone Gets Wrong about CRM Data Migration

CRM data migration

A major part of any CRM implementation is migrating data. This process involves getting input from multiple departments, creating processes, and (of course) your data. Since migration is so challenging,…

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10 Tips for Migrating Your CRM

Migrating your CRM

Whether you’re upgrading from a homegrown customer relationship management (CRM) system or switching from one software provider to another, knowing exactly how to migrate your CRM can be a challenge.…

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Best Practices in CRM Implementation

CRM implementation

No business decides to implement a new CRM on a whim. Necessity is the driving force of the decision. A legacy CRM system may be starting to buckle under its…

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