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Your CRM Migration Toolkit

Make sure you’re taking the proper steps when doing a CRM migration, so you set yourself up for success.
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A Customer Relationship Management System, or CRM, is a system that helps organize and access customer data. But what does that mean? You can organize and access data in just about any system or tool these days. But can you manage your customer's journey from tip to tail? We’re talking about having detailed insight from when they are a prospective customer to their first purchase, next purchase, and all future purchases, including their entire servicing journey between purchases. If you answered yes, my next question is: Are you tracking it all in one place? Because there are CRMs out there that can do all that with the proper migration.

The tricky thing with CRMs these days is there are probably just as many CRMs as there are social media influencers, and like social media influencers, it’s hard to figure out which ones stack up against their word. If you landed here, it’s probably because you either A) are using a CRM that isn’t all it’s cracked up to be or B) outgrew your CRM (congrats, by the way) and need something more powerful. Regardless, you took the first step: admitting you need to migrate.

So now you just export and import all your existing data into your new CRM, right? Wrong. There’s a lot that goes into a CRM migration. It should be considered an opportunity to clean up existing data and workflows and enhance your processes so you’re operating for your future growth. 

At B2 Collaborative, we’ve seen it all regarding CRM migrations, so we’re passionate about you getting it right the first time. With our CRM Migration Toolkit, you can navigate this complex project with a roadmap in hand. The best part - consider it a complimentary download delivered straight to your inbox, covering these steps in detail:

  1. Auditing Your Existing CRM - How intimately do you understand your current CRM and its use today? 
  2. Selecting Your Table - From SMEs to big-picture thinkers, build a migration team that’s ready for the work.
  3. The Pre-Scrub - Input In = Input Out, so don’t put in data you already know is wrong.
  4. Defining Your New CRM - Leads, Lifecycles, Temperature, Priority. We all know the words, but what do they mean to you?
  5. The Initial Build - All your pre-work should make this step a breeze, but do you have the skill set to build the necessary customization?
  6. Importing and Testing - Import and test. And test. And test again. In this stage, sandboxes and dummy data are your friends.
  7. Performing a Post-Audit - Migrations can take a while, so it’s easy to lose sight of why you did it in the first place. Make sure you measure your success with a post-audit.
  8. Automating - You built out your CRM correctly. Congratulations! Now for the fun stuff - automation.
  9. Don’t Go At It Alone - The more experience you have in CRM migrations, the better. Sometimes, the best solution is to turn to a CRM migration team, like B2 Collaborative, to get the job done.

A CRM migration is no small feat, and migrating both large and small CRM databases comes with unique complexities. You need a team, and you need that team to be well-versed in the world of CRM migration.

You’re ready to get growing, so don’t let your CRM hold you back. Download our CRM Migration Toolkit today for an easier tomorrow. Just fill out the form below!


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