Skip to content

CRM Data Migration: Tips for a Smooth Transfer

The hard part of selecting a new CRM is complete; however, appropriate planning and preparation are essential to successful data migration

But how do you prep for the move? We’ve got a few hints and tips outlined below.

  • Take a new CRM for a test drive. Run a free demo to check out added CRM functionality;
  • analyze and filter the information in your database, and delete unnecessary or outdated records;
  • secure your data by preparing a backup;
  • Notify employees about the upcoming change and provide them with the required tutorials and details to ensure buy-in from the team.

After the pre-transferring stages are complete and the CRM is selected, it’s time to make a move and migrate your data. Should you move on your own using a self-service tool, or do you trust your migration to a data expert to ensure fields map correctly and your new CRM onboards with ease?

Companies like Trujay provide either method of CRM migration with the following advantages:

  • security regulations that exclude the possibility of any data loss;
  • 100% uptime of both CRMs and no interruptions of the business processes;
  • fields and users mapping per the company requirements;
  • A free demo migration that allows exploring if the service functions are correct.

How easy is it to migrate with Trujay’s powerful Wizard? Following these critical steps, data moves with the click of a button. Manage your migration while keeping your business on track.

  1. To get started, register your account at; note: you should be able to provide credentials for your current and future platforms;
  2. Select the records you want to migrate, map the fields and launch a free Demo Migration;
  3. Once satisfied, run your full CRM data import.

Once complete, follow these key steps to ensure successful implementation:

  • verify records transferred to the proper fields;
  • discover relations between restored items;
  • set up the filters for reporting tools;
  • make sure to build personalized workflow rules;
  • continue to provide training and support for the new system to ensure complete buy-in.

Whether you’ve decided to make a move or you’ve already switched, it’s crucial to continually analyze your CRM capabilities to ensure you’re platform perfectly aligns with your business goals. 

While daunting, a new or more advanced solution can create opportunities and streamline cross-channel efforts to run your business more cohesively and effectively.

Jennifer Compton

Jennifer Compton

VP of Marketing

Elements Image

Subscribe to our newsletter

We like to provide insights on all things CRM.

Latest Articles

Microsoft Dynamics and HubSpot integration

Microsoft Dynamics and HubSpot integration

In this article, you will learn about HubSpot Integration with Microsoft Dynamics CRM. This is an efficient data exchange setup between you...

5 Steps of a Successful HubSpot CRM Implementation

5 Steps of a Successful HubSpot CRM Implementation

Sooner or later, every company comes to the conclusion that having a CRM is necessary. We'll show you how to implement HubSpot to get the m...

HubSpot Consulting & Technical Expertise

HubSpot Consulting & Technical Expertise

We have unique HubSpot knowledge and expertise in UI (in) and APIs (out). Thanks to HubSpot’s modularity, you can select the solutions you ...