Best Practices in CRM Data Migration

by Sarah Friedlander Garcia on October 26, 2016

Today, the implementation of CRM software is nearly ubiquitous. In fact, a 2016 study conducted by CSO Insights found that 80% of companies are investing in CRM to drive sales productivity.

Successfully migrating CRM data is a big part of any CRM implementation project. The process of moving CRM data can be quite complex. Whether you’ve worked with CRM software for months, years or decades, you could probably still stand to learn a thing or two. Here are some things to consider before, during and after migrating your CRM data:

Pre-Migration – Scope your migration.  As an organization you should agree on what legacy data is valuable and critical to the new CRM system. Start by identifying the source of the conversion, then develop a business understanding of what that source data is being used for. Next, figure out if you’re doing a simple contact migration or if more complex data such as meeting history, call logs and emails will be included. Don’t gloss over the details, it can lead to expensive and painful realizations later in the project.

During Migration – Catch errors.  During the migration make sure you have a design that will report and log errors such as malformed data rows, un-matched or orphaned relational records, and sub process failures. No migration is perfect on the first try, and without logs you will be wasting a ton of stressful time trying to explain to the client what happened.

Post-Migration – Have your test ready. Be ready with how you will test the data migration upon completion.  Use before and after table record counts to demonstrate the completeness of the migration. Also, use before and after representative records to show specific, previously agreed upon records both in the data source system and in the new CRM system. Lastly, inspect each data element and verify that the data ended up in the expected location in the new system.

A Bloor Research Data Migration report found that nearly 40% of data migration projects were over time, over budget or failed. This may come as no surprise if you’ve ever been involved in a large-scale CRM data migration, as you already know how daunting these projects can be.

We have carefully compiled even more of our best practices in our new white paper, “Best Practices in CRM Data Migration.” Download it today to discover our proven framework for CRM data migration success.

Download 'Best Practices in CRM Data Migration' White Paper

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Sarah Friedlander Garcia
Director of Marketing at UpCurve Cloud
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