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CRM Data Migration Checklist

Our experts have developed this checklist for those who don't know how to start data migration. It is an important tool as it will help you confirm that all the relevant procedures have been followed and that no data has been missed.

CRM Migration Checklist

Sequence of actions

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Data mapping

Map the data fields from the old CRM to the new CRM.

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Data cleansing

Cleanse the data in the old CRM before migrating it to the new CRM. This can include deduplication, standardization, and normalization of data.

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Plan the migration

Create a detailed plan that includes timelines, milestones, and responsibilities.

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Communication plan

Develop a communication plan to keep stakeholders informed about the migration progress and address any concerns or issues.

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Go-live and post-migration support

Execute the migration and provide post-migration support to ensure a smooth transition to the new CRM platform. 

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Monitor and evaluate

Monitor the new CRM system's performance and evaluate its effectiveness to identify areas for improvement.