What is CRM Migration?
CRM migration moves data and attachments to a new system for better performance and lower maintenance costs.
The aim of CRM application migration is to move data safely while preserving its integrity.
Migrating your CRM brings greater scalability and cost-efficiency. The target CRM system may offer advanced features, third-party app integration, and cloud storage options.
Benefits You Get with CRM Migration
Clean, Accessible Data
Migrating your CRM to a modern platform improves data quality through cleansing, structure, integrations, and real-time access. This supports informed decisions and strategic planning.
Better Functionality
New CRM software includes AI-powered analytics and automation capabilities for data-driven decisions and personalized customer interactions. They also promote cross-departmental collaboration by providing a unified view of customer data, which streamlines customer management processes.
Quicker ROI
Modern CRM systems come with advanced analytics and reporting capabilities, converting raw data into actionable insights. These insights inform strategy and optimize operations, leading to substantial returns. A suitable CRM with automation of data-driven processes improves efficiency and enables team focus on strategic tasks and customer engagement for quicker ROI.
Money Saving
Migrating to a new CRM platform offers various opportunities for saving costs. Modern CRM platforms provide flexible pricing models, reducing upfront expenses compared to traditional systems. With cloud-based solutions, businesses can further save on maintenance and updates, as these responsibilities are handled by the service provider.
Increased Productivity
CRM data migration improves productivity by eliminating inefficiencies and providing immediate access to critical information. Modern CRM platforms automate routine tasks and offer real-time data access, enabling employees to focus on strategic work and make faster decisions. Additionally, user-friendly interfaces reduce training time and enhance system usability.
Improved Data Security
Modern CRM platforms incorporate robust security features, such as data encryption, two-factor authentication, and intrusion detection systems. These ensure powerful protection against unauthorized access and cyber threats. Compliance with data protection regulations, like GDPR and CCPA, guarantees legal handling of customer data. Cloud-based CRMs benefit from cloud provider's security measures, including regular audits, data redundancy, and disaster recovery capabilities.
CRM Migration Process by Belitsoft
| CRM MIGRATION PLANNING: | Assessing business needs and current system faults for suitable CRM solution |
|---|---|
| DATA AUDIT AND CLEANING: |
Prioritizing essential data and its update and removing irrelevant data before migrating |
| DATA MAPPING: | Adapting old system data to fit the new system |
| PRE-MIGRATION DATA TESTING: | Conducting tests with sample data to fix issues before migration |
| CRM DATA MIGRATION: | Taking backup before the CRM data migration process to avoid data loss |
| POST-MIGRATION TESTING: | Verifying and correcting inconsistencies and errors in migrated data |
What Extra Benefits Belitsoft Brings You
Customized CRM Focus
Recognizing the importance of custom fields in your CRM, we meticulously analyze your legacy and retain valuable custom CRM fields. This ensures a streamlined data library in your new CRM, enhancing efficiency and usability.
Reliable Experts on Your Side
Our experienced team simplifies CRM data migration with careful data cleaning and organization. We securely transfer your data to the new CRM, ensuring a worry-free migration experience.
Thorough Attachment Checks
We understand your CRM is not just about data, but also about essential attachments, like sales playbooks, client notes, product overviews, and contracts. Our CRM data migration checklist ensures proper migration and compatibility of these attachments, leaving no stone unturned.
Right Tools for Migration
At Belitsoft, we leverage cutting-edge CRM migration tools to streamline and enhance the process. Our tools support bulk data updates and expedite onboarding, ensuring a seamless transition while maintaining data integrity.
Choose Belitsoft for your CRM data migration and experience a seamless and secure transition to your new CRM platform.
Belitsoft Knows How to Overcome the Challenges of CRM Migration
Validate migration implementation. To ensure a smooth migration process, we conduct validation tests using a sample size of data, identifying and addressing any issues that may disrupt workflow.
Foster collaboration. To combat silos within your team, we use collaborative CRM data migration tools that unify efforts and provide stakeholders with visibility into migration plans, progress, and details.
Understand project scope. We consider the business and technical factors that impact the migration, including migration methods, capacity, outage windows, application criticality, and latency requirements, preventing unexpected hurdles due to a lack of project scope understanding.
Strategic migration planning. We group data migration into manageable waves instead of doing everything at once. This ensures a balance between technical requirements and business needs.
If your organization has no skills and experience needed to manage extensive data migration, consider hiring Belitsoft’s experts to support your migration and avoid all challenges thanks to our hands-on expertise.
Migrate CRM to Azure
Consider transitioning your CRM to Azure to streamline your business operations and prepare your infrastructure for data volume growth. To fully harness the power of Azure and migrate your CRM seamlessly, we assess your current environment and align the migration strategy with your objectives. Firstly, our team may opt for transitioning to Azure IaaS (rehosting with no code changes) to reduce datacenter dependencies quickly. The next iteration is typically PaaS Azure migration with database restructuring and application redesigning, which guarantees maximum optimization for the cloud. During migration, we care about ensuring uninterrupted service for users globally, so we swiftly move your on-premise SQL server to an Azure VM-based setup, completing data transfers in just 48 hours. Once in the cloud, we protect your data with SQL backup, restore procedures, and Azure Site Recovery, ensuring your CRM's resilience and security. As most CRMs manage data-intensive tasks, using Azure ExpressRoute helps us effectively handle large volumes of data.
Migrate CRM to AWS
When moving your CRM to AWS, we aim to lift the limits of non-scalable physical servers and database replication issues to ensure the necessary scalability, performance, and data security. For that, we design a new infrastructure for your CRM within AWS selecting the right combination of AWS services like the RDS Aurora database, S3 file storage, SQS queuing system, etc. To provide rapid scaling capability for potential geographic expansion, we deploy new virtual servers and fine-tune AWS service configurations. To elevate CRM performance, we may update system versions and services as part of the migration, such as transitioning from .NET to .NET Core and AngularJS to Angular. During AWS migration, we also meticulously separate tasks into specific server groups, like user requests or background tasks, to minimize disruptions and optimize operations. Lastly, by standardizing the application environment within the AWS framework, we aim to cut down maintenance expenses and guarantee swift issue detection and resolution.
We migrate your on-premises CRM to Azure or AWS by your choice, streamlining your expenses with a unified infrastructure and the ability to scale operations in mere minutes or hours
Top CRM Systems to Migrate Your Legacy CRM
At Belitsoft, we specialize in CRM data migration across a variety of platforms. Our expertise spans across the top CRM software solutions.
HubSpot
As an all-in-one CRM platform, HubSpot streamlines marketing, sales, and service processes. Our team at Belitsoft can help you migrate your data to HubSpot for collaboration, meaningful insights, and business growth opportunities.
Zoho CRM
Zoho serves as a single repository for your sales, marketing, and customer support activities. Our CRM data migration to Zoho maximizes customer loyalty through personalization, utilizing its omnichannel presence, segmentation, KPIs, and predictive intelligence.
Salesforce
Salesforce CRM is renowned for its ability to integrate with various business tools, providing a true 360-degree view of your customer. Our experts at Belitsoft can assist you in successful CRM data migration to Salesforce, connecting it seamlessly to your preferred business applications.
Zendesk Sell
Designed to maximize productivity, processes, and pipeline visibility, Zendesk Sell is a modern sales CRM. We assist in migrating your data to Zendesk Sell, empowering your sales teams with the necessary tools as your business expands.
Choose Belitsoft for seamless, efficient, and secure CRM data migration. Experience a smooth transition to your new CRM platform.
Frequently Asked Questions
During a CRM data migration process, various types of data are transferred from the old CRM system to the new one. This typically includes:
- Customer CRM data: customer names, contact information, addresses, and other demographic details.
- Interaction history: all past interactions with the customer, such as emails, calls, meetings, purchases, service requests, and any other communication or transaction history.
- Sales data: information about sales transactions, such as order history, invoices, payment history, and any pending orders or quotes.
- Marketing data: campaign details, customer responses, lead sources, and other marketing-related information.
- Service and support data: customer support tickets, resolution details, customer feedback, and other service-related records.
- Custom CRM data: unique business-specific fields or data that doesn't fit standard categories.
- Attachments and notes: any documents, images, or notes attached to customer records.
- User and access data: details of CRM users, roles, permissions, and access levels.
Having an effective migration strategy for CRM is decisive as it allows:
- Prevention of data loss
- Protection of data from damage
- Safe transit of data during the migration process
- Safeguarding the company's reputation by avoiding potential harm caused by data loss
- Plan for Success. Streamline your data import, clean up any defective or obsolete files, and align the migration with your company strategy.
- Take Inventory of Data. Study and map all the data, decide what data to migrate, and properly group it for easy access in the new CRM system.
- Choose the Right CRM Software. Select a CRM with built-in migration capabilities or explore external data migration programs or in-house solutions based on CRM API.
- Use a CRM Data Migration Tool. Let your developers lead the actual migration process after thorough testing of the chosen migration tool.
- Test the New System. Perform a test migration with a smaller data set to identify and rectify any errors or abnormalities before importing the entire dataset.
- Secure Long-term Adoption. Promote successful adoption of the new CRM by using a digital adoption platform (DAP) to incorporate training in the flow of work and improve employee engagement.
- Regularly Review the New CRM System. Continuously assess the functionality of the new CRM, collect feedback from employees, and communicate any improvements based on their input.
When considering CRM migration, you have several options to choose from based on your team's capabilities and preferences:
- Partnering with Microsoft, HubSpot, or Salesforce: If you're migrating to a Microsoft Dynamics 365 or Salesforce CRM, you can collaborate directly with these companies. They offer excellent CRM software migration tools and resources to assist with the migration process, although personalized service may be limited compared to dedicated CRM partners.
- Do-it-yourself (DIY) approach: If you have a tech-savvy team, you can handle the migration process internally. This option can be cost-effective, but it requires a significant time investment and a deep knowledge of your current and new CRM software.
- Partnering with a CRM data migration team: Companies like Belitsoft specialize in CRM migrations and can provide expert guidance and support throughout the process. This option offers a high level of expertise, allowing the team to handle the migration from start to finish.
Belitsoft employs CRM migration tools for fast and secure export of large datasets, with minimal data loss or corruption risk. Some widely used tools include:
- Hevo Data: A powerful CRM migration tool that provides a fully managed data pipeline to automate data transfer across various sources and destinations.
- AWS Data Pipeline: A web service from Amazon that allows you to process and move data between different AWS computes and storage services, as well as on-premises data sources.
- Xplenty: A cloud-based ETL solution that simplifies data pipelines with visualized workflows, allowing for automated data flows across multiple sources and destinations.
- IBM Informix: A product family within IBM's Information Management division that focuses on several relational database management system (RDBMS) offerings.
- Azure DocumentDB: A NoSQL database service built for fast and predictable performance, high availability, automatic scaling, and ease of development.
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