Tips on migrating to a new CRM system in 8 easy steps

A new piece in Business 2 Community has highlighted some of the key factors that should be considered when making a transition to a new CRM system.  If you are considering making such a migration, then they are well worth taking a further look at the full article which cover 8 steps on having the right key points in the project.

Decide on (and stick to) your hard and fast date:

It is important to ensure that as part of the migration, you set a concrete date from which the new system starts to be used and ensure that everyone working with the software in any way sticks to it.  If you do not keep to this, you run the risk of a problematic transition period where users are continually updating both databases sporadically.  Whilst there will inevitably be a little bit of this, it is sensible to minimise it.

Which data are you bringing over?

Over a period of time, any large database will inevitably begin containing less important data here and there.  That is why it is important to plan which information is going to make the transition.  Individual contacts and leads are obviously essential. But is it worth importing absolutely all referring sources or lists of activities?  A good way to handle this is to have an overlap for a few months, meaning that the old data can still be accessed.  This way, you will get an accurate indication as to how much of the excess you genuinely need. 

Pick your tools 

All CRM data migrations require some form of tool to aid the process, and it is important to pick correctly.  Fortunately, you can work alongside your CRM software consultant to help ensure that you choose the right one

Sort your data for batch export 

You’ll need to pick which data to import first and which goes second, third and fourth. The article covers some of the aspects of this

Tweak your .CSV before the import.

This is a great opportunity to review your data and have a bit of a clean up as you transition to the new system

Double-check the setup of your new CRM’s architecture.

Compare the final .csv file with your new CRM. Make sure that the fields in the CRM match the ones in the spread sheet – down to their spelling and format. Also the new CRM System might be hosted so it’s important to get this step correct.


Bring the data from your .csv file into the new CRM. When moving to Microsoft dynamics CRM there are many tools available and here at MyCRM we can help you work through this process.

Test, rinse and repeat.

Test is first on a staging version of the new CRM this can then be used for acceptance testing any partner/ implementation team can help with this.

Read more at Business 2 Community


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About MyCRM 

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