A flawed data migration can sabotage your CRM project before you even know it. The consequences can affect every team member. Here are the major challenges youโll likely experience.
What happens if years of detailed customer notes in your old CRM simply disappear? What if your sales pipeline data gets messed up? This isnโt just a technical glitch. Itโs an irretrievable loss of your business's collective memory.
A strategically managed CRM data migration project helps you avoid these challenges and get the most out of your system. We set the stage for immediate and long-term success.
Our number one commitment is the sanctity of your data. We ensure that every critical field and record is transferred to your new CRM with complete fidelity through a structured process of extraction, multi-stage validation, and reconciliation.
CRM system migration is an opportunity for you to fix the underlying problems in your data. Our process includes deep data profiling, systematic cleansing, de-duplication, and standardization before your data enters the new CRM.
Our CRM data migration services focus on business continuity. We create an hour-by-hour cutover plan to shrink the required operational downtime to a minimal, predictable window, often executed seamlessly over a single weekend.
Our expert data mapping and transformation process is designed to understand and preserve the complex relationships and custom data points from your old system. Your team will have full context of customers from day one.
A flawless migration sets the stage for user adoption. When your team logs in to the new CRM and finds their data clean, accurate, complete, and intelligently organized, it builds immediate trust.
With decades of experience, we anticipate challenges, manage scope effectively, and turn a potentially chaotic process into a well-managed, predictable project. We set clear timelines and transparent costs right from the start.
At Navsoft, we manage every aspect of your CRM journey from extraction to loading. Hereโs our comprehensive suite of CRM data migration services.
We take complete ownership of your migration from start to finish. We manage the initial strategy and source system analysis, data cleansing and mapping, tool selection, iterative testing, the final cutover, and post-go-live validation.
The quality of your migration depends on the quality of your source data. Our data cleaning includes de-duplication, standardization of addresses, formatting corrections, and identifying incomplete records to ensure you have a pristine foundation.
We map every field and object from your source system to its new home in your CRM. We create the transformation logic required to translate your data to ensure it aligns perfectly with the new system's structure.
At each stage, and especially after each test cycle, we perform rigorous validation checks and reconcile record counts and key financial totals to ensure the data in the target system is a perfect 1-to-1 match with the source.
Not all data needs to move into your live CRM. Migrating a decade-old, irrelevant data can clutter your new system and slow it down. We work with you to decide how to securely archive the rest of your data.
For businesses with extremely large data volumes or highly complex, interconnected systems, a big bang migration can be too risky. Thatโs where we execute phased migration strategies to minimize risk and downtime.
Your data migration deserves an expert navigator. Our CRM data migration experts can build a structured roadmap for your project.
Get My Migration Roadmap!Our CRM migration services follow a methodology built on planning, extensive rehearsal, and transparent collaboration. Weโve refined this process over countless successful migrations to eliminate risks and ensure success.
We analyze your source systems, performing a thorough assessment of the data model. Our consultants understand your objectives, define the precise scope of the migration. Based on this, we create a comprehensive migration roadmap.
Our data experts work side by side with your subject matter experts to map every data field. We extract the data into a secure staging environment where we execute the agreed-upon data cleansing and transformation.
We perform multiple, iterative test migration cycles in a sandbox environment. We start with small data samples to validate our logic and progressively move to full-scale test loads of your entire dataset.
We perform user acceptance testing, running our own reports and checking records to validate that the migrated data is accurate and complete. This step is mandatory before the final go-live.
With a fully tested and validated process, we develop a detailed, hour-by-hour cutover plan for the final migration. During a planned, minimal downtime window, we execute the final migration of your data into your live CRM environment.
Immediately after the cutover, our first action is to perform a final series of data tie-outs and reconciliations in the live environment to provide 100% confirmation of a successful migration. Our hypercare support team will address all your concerns.
Having worked on multiple projects, we have the technical expertise to handle migrations from virtually any source system to your chosen CRM platform.
Navsoftโs CRM data migration experts can help you seamlessly migrate your data with minimal disruption to your operations.
Migrate My Data!Your data is too important to entrust to anyone but a specialist. At Navsoft, we bring a combination of technical expertise and business acumen that sets us apart.
We have been in the tech space for decades. We have deep, hands-on expertise in data architecture, ETL processes, data quality management, and database technologies. We handle your data with the expert care it deserves.
Navsoft is a leading tech company with expertise in the entire CRM ecosystem. We ensure the long-term success of your CRM investment. Here are the other services we offer:
Expert, end-to-end setup of new CRM platforms or strategic overhauls of underperforming instances.
Seamlessly connecting your CRM with your ERP, marketing automation, and other critical business systems.
Customizing your CRM and building bespoke applications to meet your unique business requirements.
Providing continuous administration, proactive optimization, and expert support for your CRM platform.
Building the data foundations to enable deep, cross-functional analytics on your CRM data.
Helping you find the right ERP software and creating the roadmap for seamless implementation.
Let Navsoft handle the complexities of your data migration with the precision and care it deserves, so you can focus on building better customer relationships from day one.
Partner With Navsoft!
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