Best Practices For CRM Data Migration


CRM data migration is a challenging process. Companies need to be quite careful when migrating data from their legacy system to the new CRM platform. It must be ensured that no data is lost during the data migration process and it doesn’t harm your company’s database in any way.

To make the CRM data migration process seamless, you can leverage some of the best CRM data migration practices that have been tried and tested over multiple times.

So, let’s dive in and see how a proactive approach in the data migration process will help you efficiently migrate CRM data and keep you away from making mistakes. 

Define the Scope 

A major challenge during the CRM data migration process is calculating the accurate time, defining the scope of your project and setting the budget for the process. This is the time when all stakeholders need to decide which fields should be migrated to the new CRM system. The goal should be to increase user adoption, streamline business processes and improve the customer experience. In short, the data that supports your business goals should be imported while keeping in the loop all the key decision-makers in your organization. 

Uploading Data to the New CRM Software

After downloading data from your legacy system, you can upload it to the new CRM system. However, in this data migration method, you need to be sure that your files are compatible with the new CRM and the data structure is similar to your old CRM platform. 

Normalizing Old Data

Another best practice for CRM data migration is normalizing old data and figuring out the repetitive grouping of fields in your old CRM system. This will allow you to have a proactive approach and normalize these groups of old data into separate records.

Data Cleanup

When migrating data from one CRM system to another, make sure that you get rid of customized fields that aren’t needed and decide which fields are important for your CRM. Moreover, you also need to replace the corrupt, inaccurate and irrelevant records by modifying, replacing or deleting these records. 

Data Mapping

Creating and mapping only relevant fields is highly recommended for a seamless user experience. The CRM data migration best practice in such a case is to run an analysis on the fields and data of your legacy CRM system before starting the data migration process. Moreover, you shouldn’t migrate fields that don’t have any impact on your data and are not used much, unless you intend to improve and increase the usage of these fields in the new CRM system. 

Custom Script for Data Migration

Another best practice for CRM Data migration is to use a custom script and seamlessly transfer all your data from your legacy system to the new CRM platform. This method works best when you are looking to customize the CRM software after its implementation. For example, if you are migrating data to SuiteCRM, you need the help of expert SuiteCRM developers to ensure that the process is being executed seamlessly as even minor glitches can result in data loss. 

Continuous Improvement of CRM Data

To stay on top of things, you must ensure that all the required data is migrated from your legacy system to the new CRM platform. Hence, the best practice for CRM data migration in such a case would be to run a check if there’s data duplication, inaccuracies or irrelevancy. You can take advantage of this opportunity to implement all process changes to ensure that your data is not affected by data decay. 

Setting Up Active Users

A crucial step in the CRM data migration process is setting up active users after your data is migrated from the legacy system. Ensure that you set up exact users with the exact match names, assign CRM licenses to each and remove all non-active users. 

Ready to Follow CRM Data Migration Best Practices?

Now that you know the best practices for CRM data migration, it’s easier for you to carefully execute the data migration process. Make the most of your new CRM system and enjoy a seamless user experience. Additionally, you can also leverage the services of our SuiteCRM Experts who follow intricate processes and steps to seamlessly migrate data from your legacy system to the new CRM software. 

RT Dynamic is an Official SuiteCRM Partner firm. From SuiteCRM Support, Customization, Migration and Integration, we are a one-stop-shop for all your CRM needs.Get in touch now for a FREE Business Analysis. We will be glad to assist you!

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