Many organizations will outgrow their current CRM or other organizational systems and need to move their data to a newer, more robust CRM system. CRM migration is when an organization moves from a legacy CRM or spreadsheets to a new CRM system. When a company needs to update its process and/or system, a CRM migration consultant may be necessary to complete this data migration effectively and securely.
A CRM migration consultant can help companies get data clean and organized before migration occurs. Their job is to simplify the process of migration for the internal team and the company. A consultant ensures all data is transferred efficiently and securely to the new system. Data migration can be a complex process and hiring a consultant makes the process more seamless.
A CRM migration consultant is available to help you in every step of the data migration process. A consultant has experience that is transferable to your business. They can take the knowledge they have gained from past migrations to determine what system will work best for your business and its needs. The consultant will recommend solutions that address current problems with your system and offer advice and guidance with an outside perspective. They can also draw on their knowledge and experience to provide pushback where it is needed; especially when a current system or process may not be as effective as it could be.
An internal staff member will often be less expensive when it comes to pure labor costs, but they can often waste a lot of time getting up to speed on the ins and outs of data migration. A CRM migration consultant is able to come in and hit the ground running right away. They bring experience and expertise with data migration to the table and know what to do to get the job done. They also know the best practices and typically have inside knowledge about the functionalities of CRM systems that are not published by providers and they can anticipate and help overcome challenges and issues that arise.
A CRM system has many different quirks when it comes to adding tables, fields and creating relationships. These tasks can be overwhelming if they are not implemented correctly. A CRM migration consultant will be able to add these elements and will make sure the data is organized in the most efficient way. A consultant can help deliver an well-organized CRM system that allows you to run reports and extract the data as needed. They also bring pre-developed solutions to the table that answer many of your business problems, which saves time and money during the system development phase.
Their previous experience can facilitate the implementation process and get it done in a timely manner. Another part of their job includes employee training on the new CRM system. This provides the sales and management team the opportunity to learn from an expert and lays the foundation to effectively use the platform to its full potential.
At ApostleTech we are passionate about CRM systems and have extensive experience helping companies through a secure data transfer. If you are outgrowing your current CRM system and need help selecting and implementing a solution that best suits your organizational needs, contact us today. One of our knowledgeable team members is available to answer any questions you may have.