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Making the Most of CRM Data Migration: Key Considerations for Successful CRM Integrations

By June 24, 2014March 13th, 2016No Comments

With more and more businesses opting for the accessibility and flexibility of cloud-based CRM applications like, our CRM consulting team sees every day that critical migration and integration considerations are helping to determine whether users are able to achieve maximum benefit from their CRM system of choice.

Tokara's CRM Consultants Facilitate Data Migration

Step 1: Ensure a Great Data Migration

While part of the appeal of SaaS-based CRM systems like Salesforce is ease of use for the people who ultimately adopt it, migrating the necessary data into and out of both on-premise and cloud-enabled applications can be a daunting process for the uninitiated. And like most complex projects, success at the end of a CRM migration or integration engagement depends heavily on how well foundational tasks like data migration have been conducted.

With organizations producing ever-larger amounts of data while also becoming increasingly dependent on the seamless connectivity provided by unifying tools like Salesforce, it becomes even more critical that data migration strategies and processes be well designed and documented from the outset, have precise goals/deliverables, and be flawlessly executed.

Choose the Level of Engagement That Best Suits Your Business

Whether you’re looking to import, export, purge, warehouse, integrate, replicate, or back up your data (or more probably, all of the above), Tokara’s seasoned CRM consultants will step you through the process with whatever level of hands-on engagement works best for you and your organization. Because data migration is a crucial foundational step in nearly every project we embark on, we’re able to ensure your technical processes are streamlined and smooth so that you can make the best use of your human, time, and financial resources, speeding migration and integration processes, and freeing your internal teams to focus on ‘the business of business’ rather than the technical details of your software databases and applications.

Critical Considerations for Data Migration

When considering migrating business-critical data from one location/system to another, we help clients determine, based on internal and customer-facing goals, which types and fields of data require extraction from one system and specifically where they should end up (i.e., targeted fields/tables) in the next. We also help them think through the implications of data migration from single or multiple databases and considerations such as whether migration will need to take as a one-time event or on a recurring basis. If clients have internal resources who will handle the data migration component of a larger integration or system migration project, we can also help identify and choose the type of tools used for transferring the data that will best match with your available skill sets – from ones that allow great flexibility and power but may require coding, to those that have been more simplified and are more visual. And of course, these question just scratch the surface of considerations necessary to successful CRM migration and integration projects.

Leverage the Expertise of Tokara’s CRM Consulting Team

If you’d like greater detail on the performance benefits our CRM clients are seeing as they migrate data and systems, and integrate their CRM applications with other critical applications, we’d love to speak to you. In the meantime, to learn more about how our seasoned Salesforce and Pivotal CRM resources can deliver greater functionality to your business, please contact any member of our consulting team at [email protected]. We also encourage you to contact Tokara’s VP of Business Development, Mark Fillingim, directly at +1 972-719-0213.