CRM Migration: Challenges and Solutions

Whether you’re upgrading from a homegrown CRM system or switching from one software provider to another, knowing exactly how to migrate your CRM can be tough.
Determining what data to transfer, who should lead the project, how to clean the data and your overall process is challenging.
While the implementation process can seem overwhelming, it doesn’t have to be. There are ways to tackle even the most complicated data storage and migration problems.
In this white paper, we dive into 10 common data migration challenges and their solutions.