Move data to the CRM system
Posted: Sun Feb 02, 2025 6:35 am
It's going to be exciting. Be systematic when migrating the data.
Clean up the data. Don't waste time importing old test contacts or fields that are no longer used. Therefore, it is better to delete outdated data before migration.
Discuss the possibility of errors and develop gambling data turkey contingency plans. You should save an offline copy of each file before uploading it to the new CRM system, as there is a risk of information being lost when transferring large amounts of data from one system to another.
Move data in sections. Moving data in sections makes it easier to detect and respond to unexpected events during migration.
Mapping the CRM system to the sales process
Once a company's data has been transferred to the new CRM, it's time to start using the available data.
Create lead routing automation. Automatically assigning high-quality leads to the right sales rep limits time wasted chasing leads instead of sales.
Create notification for representatives. The flood of information is a big challenge for sales representatives. Setting up email notifications helps employees stay informed about all leads.
Create custom lead views. Lead views help sales reps organize and prioritize outreach to leads. Common lead view structures include all leads in [city/state/country] and all leads who viewed this page [high-quality web page] in the past [week/month/year].
Clean up the data. Don't waste time importing old test contacts or fields that are no longer used. Therefore, it is better to delete outdated data before migration.
Discuss the possibility of errors and develop gambling data turkey contingency plans. You should save an offline copy of each file before uploading it to the new CRM system, as there is a risk of information being lost when transferring large amounts of data from one system to another.
Move data in sections. Moving data in sections makes it easier to detect and respond to unexpected events during migration.
Mapping the CRM system to the sales process
Once a company's data has been transferred to the new CRM, it's time to start using the available data.
Create lead routing automation. Automatically assigning high-quality leads to the right sales rep limits time wasted chasing leads instead of sales.
Create notification for representatives. The flood of information is a big challenge for sales representatives. Setting up email notifications helps employees stay informed about all leads.
Create custom lead views. Lead views help sales reps organize and prioritize outreach to leads. Common lead view structures include all leads in [city/state/country] and all leads who viewed this page [high-quality web page] in the past [week/month/year].