CRM database migration is never an easy undertaking for any company, no matter what its size. Naturally it is always best if you thoroughly evaluate and choose the right application for you first. Then moving to new a customer relationship management application becomes unnecessary. But unforeseen things can happen and making the switch can become something that simply cannot be avoided.
One possible reason could be that your company’s needs change. A new manager may recommend a system that he is more familiar with. Or the company may have outgrown the old system, requiring a CRM with greater functionality than the old one can provide.
There are many issues to consider when migrating from one CRM application to another. It is important to ensure that there is not system downtime. This can mean that both systems are running concurrently for a short duration while the switch over is made. The data migration needs to be properly monitored to ensure success with no need for data fixes required.
Even with the best attempts to get everything right you can still run into problems. For example, if you are currently running the latest version of ACT! software,...
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