The CRM software plays an important role in managing the business relationship with the clients. The software makes the task easy by keeping a track of the customers. The data is recorded daily and it also automates several processes associated with the customers. With time, new software are introduced which add to the functionality and if you are willing to upgrade, you need to be very careful.

CRM data migration is a critical process so before starting the process you should decide what to delete, transfer, update and what not to touch. Although, it is a very lengthy and tiring process but is very important to be done. Each and every time CRM comes with new dynamics upgrade and new features.

Points to consider for successful data transfer

Establish a timeline

Transferring data from one system to new CRM is not as easy as cut and paste. Both the system has different categories, levels and fields that the data will not be able to fit into on its own.  You need to modify the data before transferring so that it does not get malfunctioned.  You should know when to delete the unwanted data and recognize what not to delete which will help you to perform your CRM process smoothly.

Backup and clean your old system

The huge volumes of data will sometimes result in malfunctioning or complications. So, it is important to clean your data at a particular interval that will be going to help you in the long run.  But before deleting the unwanted data you should have a proper backup of the data. It is important because the data can be needed at any time and in any situation so it is necessary to backup your data.