Moving to a new CRM system? Do it right.
Your company is putting in a new CRM system, replacing an existing CRM, or maybe all your customer and sales information is in various spreadsheets and other applications.
What do you do? Data migrations in general are complex, but are vital to the success of a project. Migrating data to Microsoft Dynamics 365 is no different. This is where the experience of the Azamba CRM consultants will be invaluable. Azamba has been doing this type of work for a decade, and with over 300 successful projects, our consultants are the best there are.
To ensure success of the data migration we conduct a full analysis of the existing data, the data to be transferred, and before we do a final migration we verify the integrity of the data migration by running a series of trial migrations.
The goal of the data migration assessment is that all parties will be on the same page as to what can and will be transferred from your existing system(s) to your new system, get an exact mapping of the data from the current system(s) that will be moved into your new CRM, and to understand the complexities that will dictate the scope of the data migration.
What happens during a data migration project?
Step 1: Pre-Review & Data Migration Analysis Checklist
An Azamba consultant will provide a data migration checklist to gather key information regarding your system prior to the Review and Analysis phase of the project.
This will assist in determining the primary areas of focus and identify any areas that need more investigation.
Step 2: Legacy CRM Review & Analysis
Your Azamba Success Coach and the key stakeholders on your team will meet in order to walk through your current system.
This will determine which entities, fields, and values you would like to migrate to your new CRM.
Step 3: Backup & Transfer of the Data
Azamba will request a backup and transfer of the data to be migrated with specific backup instructions based on the existing solution.
Step 4: Create Data Mapping & Scheduling Documents
Using the Review and Analysis meeting feedback, Azamba will create the migration and scheduling documents that will be used during the migration.
Step 5: Data Integrity Check
The technical team performing the migration will verify that the data is deemed to be fit for a data migration making sure that the data is readable, not corrupted and has valid values, links/attachments, etc.
Are you ready for migration?
Fill out the form below with your information. Our friendly staff will respond promptly to discuss your needs!