Moving from one CRM system to another is never a fun experience, but sometimes you need to expand your business. You may need to upgrade your CRM for increased efficiency and functionality, or to streamline your business processes. Regardless of your reasons, you’ll need to follow these tips to ensure that your migration goes smoothly. These basic mistakes can make the transition a nightmare. Here are some helpful tips to avoid making them.
o Move critical IT equipment on a non-business day. If you don’t plan to use cloud-based CRM, create a complete backup of your data and store it offsite. If you’re moving non-cloud-based data, install a sample network infrastructure in the new location. This will help you avoid any disruptions on the first business day after your move. Lastly, make sure to transfer desktop terminals, servers, storage systems, and other IT equipment physically.
o Don’t move non-cloud-based data on a business day. You should make a complete backup of all data stored offsite. o Don’t move non-cloud CRM data. If you don’t want to risk losing your company’s data in the event of a failure, create a full backup of your CRM data before moving. o Test the network infrastructure at the new location before transferring it. This will prevent interruptions on the first business day after moving, which is often critical to any company’s operations.
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