CRM Migration Services

Through our CRM migration process, we migrate all the data that you want to have in your new CRM. It typically includes:

• Customer data: Migration of customer information like names, contacts, addresses, and other demographic data.

• Interaction history: Past interactions with your customers, like emails, calls, meetings, etc.

• Sales and Marketing data: Migrate information about sales, such as order history, invoices, payment history, etc., and marketing data, such as campaign details, lead sources, customer responses, etc. 

• Service and support data: Customer support tickets, resolution details, and other service-related records.

• Other essential custom data fields: Business-specific information that fits only in unique categories.

Our effective CRM migration strategy avoids the following circumstances during data transfer:

• Preventing data loss
• Protection from data damage
• Safe migration of data
• Safeguarding data security and avoiding potential information theft

Some top tips to follow for a successful CRM migration are:

• Plan well in advance, import data, clean duplicate and defective files, and have a backup as well.
• Check all the data and then decide what data to migrate
• Choose the right CRM software that suits your needs
• Pick the best CRM migration tool
• Once the migration is complete, review your new CRM regularly to find and address any pitfalls.

With our top-notch CRM migration facilities, you can easily migrate a complex CRM with custom fields into your desired CRM. Our experts even create custom fields for migrating our customers’ unique, business-specific data.

The CRM migration process can take a few weeks to months, based on the complexity and amount of data you want to transfer from the existing system to the new one.