In a previous article, I highlighted the three major pitfalls in CRM data migration you need to know. If you’ve not read that article yet, I highly recommend you start there. In this article, I’m going to cover the 5 steps to data migration success that will ensure you can switch your old system off […]
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All businesses collect data on prospects and customers, whether in a CRM system or not. And when it comes time to implement CRM, or to replace an existing CRM product, one of the first concerns is how to migrate your existing data. The people who understand your data the most, and can help make critical decisions […]
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As a CRM consultancy, we often get contacted by companies looking to migrate away from ACT! to a more modern CRM system. Initially released in 1987, ACT! was a more sophisticated contact management product. It emerged at a time when Customer Relationship Management (CRM) wasn’t yet a recognised software category. However, in today’s competitive CRM […]
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Too often people blame the product and not the project! At CRM Insights we’ve helped a lot of people switch to a different CRM system. At the same time, we’ve probably helped a similar number to avoid switching by maximising the value of the system that they already have in place. One of the reasons that people […]
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Migrate from GoldMine CRM? Are you serious?Back in 2008 I had to make a difficult decision. After many, many years invested in GoldMine, it was finally time to move on. To migrate from GoldMine CRM. A decision I didn't take lightly! My relationship with Goldmine had been a long one. I’d written (and sold internationally) add-on […]
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