Migrating to a new CRM system

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Migrating to a new CRM system

Migrating data to a new CRM system can be a daunting task, but it doesn’t have to be. If you’re considering migrating your data from a different CRM system to Act! CRM,  here are a few things you can do to make the process as easy as possible.

Create a Migration Checklist

We always suggest creating a migration checklist before moving to a different CRM system. This will help you stay organised and stop you missing any important steps in the migration process.

Here are some important steps to include and you can download our full CRM migration checklist here.

  • Clean up your data before exporting it from your current CRM system.
  • Export your data from your current CRM system.
  • Spend time mapping the data into your new CRM system
  • Test your data to ensure that everything has been migrated correctly.
  • Set up integrations with other systems.
  • Monitor your data for the first few weeks after migration to ensure that everything is working correctly.

Invest in use training for your new CRM 

We mentioned it above but it’s a point that’s worth repeating, getting the rest of your team onboard with your new CRM system plays a crucial role in how well it is adopted and implemented throughout the company.

A CRM system is a big investment and investing in CRM training is one of the best ways to guarantee a good return on that investment. CRM training teaches your employees how to use the new CRM system to its full potential, which can help to streamline workflows and improve efficiency. This, in turn, can result in better customer experiences, increased customer loyalty, and higher revenue for the business.

Work with a CRM Migration Expert

Finally, consider working with a CRM migration expert like Softext. We can help you navigate the migration process and ensure that everything goes smoothly.

With the right tools, checklist, best practices, and expert guidance, migrating your data from a different CRM system to Act! CRM can be a painless process that sets you up for success.