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How to plan a flawless crm migration (1)

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How to Plan a Flawless CRM Migration Kevin Cook VP Sales, BrainSell Sonja Fridell General Manager, BrainSell www.brainsell.net
@brainsell www.brainsell.net
Agenda ●What you can do to prepare ●Data migration ●Scheduling ●Costs ●Risks ●New user adoption ●Resources www.brainsell.net
● Get a technology partner/budget ● Build an internal team ● Ask your current vendor for a RELATIONAL database ● Get rid of fields/data you don't need ● Its OK to keep a legacy system for historical purposes ● Come up with a schedule Preparation www.brainsell.net
●Review your existing system with your partner ●Simple migration? Export old data to CSV's and compare field maps. Import into new system ●Complex? Look to your partner for help Data Migration www.brainsell.net
Schedule ●Build a plan and stick to it! www.brainsell.net
●CRM licenses ●Time ○ In house migration = TIME (TTMVC) ○ Partner migration = $, less time ●Training/adoption ●Tweaking, ongoing support Costs www.brainsell.net
Risks ● Poor user adoption = ● Not getting what you asked for ● Going over budget ● Schedule nightmare www.brainsell.net
User Adoption ● Invest in training ● Let users have a stake (a little stake) ● Make it social www.brainsell.net
Resources ●10 Questions to ask... Download ●CRM Migration Checklist: Download www.brainsell.net

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How to plan a flawless crm migration (1)

  • 1. How to Plan a Flawless CRM Migration Kevin Cook VP Sales, BrainSell Sonja Fridell General Manager, BrainSell www.brainsell.net
  • 3. Agenda ●What you can do to prepare ●Data migration ●Scheduling ●Costs ●Risks ●New user adoption ●Resources www.brainsell.net
  • 4. ● Get a technology partner/budget ● Build an internal team ● Ask your current vendor for a RELATIONAL database ● Get rid of fields/data you don't need ● Its OK to keep a legacy system for historical purposes ● Come up with a schedule Preparation www.brainsell.net
  • 5. ●Review your existing system with your partner ●Simple migration? Export old data to CSV's and compare field maps. Import into new system ●Complex? Look to your partner for help Data Migration www.brainsell.net
  • 6. Schedule ●Build a plan and stick to it! www.brainsell.net
  • 7. ●CRM licenses ●Time ○ In house migration = TIME (TTMVC) ○ Partner migration = $, less time ●Training/adoption ●Tweaking, ongoing support Costs www.brainsell.net
  • 8. Risks ● Poor user adoption = ● Not getting what you asked for ● Going over budget ● Schedule nightmare www.brainsell.net
  • 9. User Adoption ● Invest in training ● Let users have a stake (a little stake) ● Make it social www.brainsell.net
  • 10. Resources ●10 Questions to ask... Download ●CRM Migration Checklist: Download www.brainsell.net