So you want to move to a new CRM solution. This might be your first time using CRM with this organisation, or you could be migrating from one CRM solution to another. Perhaps you feel your existing solution has become too expensive; there are countless reasons that might prompt a move.

On top of getting the new system up and running and educating your Users, one of the main challenges is getting your data imported.

There are a number of things which can make this task either quick and simple, or long and painful. Having been in involved in the data migration process for numerous systems,

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Imagine your office being filled with filing cabinets – all containing the same files over and over again. The waste of space, time and resources is obvious. If you need to update one file, you need to go round the room, editing each of the identical files you have stored. You simply wouldn’t do it.

Yet when it comes to digital file storage it seems we lack that sense of order and discipline. Can’t find the record you are looking for? Create a new one! Didn’t ask the contact how their name or company is spelt? Create a new one with the name you heard or thought you heard! Search

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