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Things to do before migrating to a new CRM

Five Things to Do Before Migrating To a New CRM

Do you believe your existing customer relationship management (CRM) platform is inadequate? Is your CRM lacking the tools you require to collect and analyze data easily?

We have a solution for you: A CRM migration.

However, moving your data from one platform to another is not as simple as it sounds. That is why, in our CRM migration checklist, we have assembled everything you need to know to move your data effectively!

So, keep reading to learn about our seven-step CRM data migration method!

What is CRM migration?

CRM migration is moving or transferring data from one platform to another.

Before migrating your data to another platform, you must decide which data to maintain and migrate to the new software.

It would help if you also considered reorganizing or deleting some of your data to ensure that your new CRM platform contains the information required to engage with your clients and prospects.

Why migrate your CRM data?

There are several CRM software options available. Finding the greatest fit for your company and effectively completing the changeover can help you increase sales and revenue.

You may want to migrate your data to a new CRM platform for various reasons. For instance, you might want to employ modern and top CRM for startups that include:

  • Greater scalability for storing greater amounts of data Lower costs 
  • More advanced features 
  • Access to third-party apps and platforms (such as Shopify or Amazon Seller Central) Cloud-storage possibilities.

CRM data migration assists you in selecting the ideal CRM for your firm. Transferring your data to a new platform that better meets your needs allows you to regain control of your data. Consequently, you’ll be able to deploy more effective techniques to help your company expand.

Your CRM migration checklist in seven steps

Are you ready to start migrating your CRM data? With our seven-step CRM data migration checklist, you can ensure your switch is a success:

Look for the best CRM software.

Before starting your CRM data migration, you must find and select your new top CRM for startups.

There are numerous options available, so select the best platform that matches your demands and helps you achieve your business objectives.

Check over the platform’s features before deciding on it to verify it has all of the capabilities you require. You can also check its reviews to discover what other businesses think of the platform.

Prepare your employees for the change.

Preparing your team is the second stage in our CRM data migration process. Once you’ve decided on a CRM platform, you’ll need to prepare your staff for the transfer.

To know that your employees are aware of the change and have the requisite knowledge to learn how to use the new system.

Because your team may begin preparing your data for the move, preparing for the switch makes the migration process more efficient. Furthermore, they will be comfortable with the new platform, making a move easier and more seamless.

Examine the information in your current CRM.

The next step in the CRM migration checklist is to review your current CRM data.

It would help to decide which data to migrate to your new CRM, which information has to be restructured, and which data you may eliminate.

You can also use your data to evaluate your sales funnel and current workflows to see where you can improve. Once your data has been transferred to your new CRM, you can use your findings to improve your operations and develop stronger interactions with your customers and prospects.

Data mapping

It’s time to map the data you want to move to your new CRM now that you’ve decided what it is. The process of identifying where your data will sit in your new CRM is known as data mapping.

Each prospect’s or customer’s data, as well as their pipeline path, must be stored in your CRM.

It is critical to organize your CRM data into categories or subsets. It ensures that you can quickly access and analyze the information you require. You could, for example, form a group for current customers and another for leads and prospects.

Back up your information

It’s time to back up your data after you’ve mapped it. You can utilize a data warehouse, a cloud storage platform, or a data backup service provider to back up your data.

While your CRM data migration is likely to go smoothly, you don’t want to risk losing important information. Backing your data will allow you to have a copy of it in the event it is accidentally deleted or corrupted.

You may also utilize your backup to compare the data in your new CRM to check that all your information was successfully migrated to the new platform.

Evaluate your migration

Before formally migrating your data, you should run a few tests to ensure a smooth migration.

Transferring all your data at once is dangerous in case something goes wrong.

Check that your data has been backed up, and then run a test migration by sending a small group of data to your new CRM to see how things proceed.

If you encounter any challenges, you can take the time to resolve them, contact the platform provider for support, or switch to a different CRM if the problems persist.

Data migration

The final step in our CRM migration checklist is to move your data to your new program. If your migration tests are successful, click the “migrate” button to move all of your data from your old CRM to your new platform.

You have to wait for the “migration succeeded” dialogue box to display on your screen. Now that your data has been properly moved, you can use your new CRM to enhance conversions and revenue for your business.


CRM migration is one of the more demanding tasks. There are several top CRM for startups that you may use to ensure a smooth CRM migration procedure. Smartrr is a brand that provides users with a variety of Top CRM for startups. Smartrr concentrates on supplying high-quality solutions and incredible top CRM for startups. Allow Smartrr, a brand known for providing efficient and effective solutions, to help your business flourish online.