How to Run an Express Data Migration
If you are starting with a blank canvas in a new CRM or need to move a small amount of data (or none at all) from your old CRM, you are a good candidate for an express migration. If you need a more advanced migration plan, click here.
Here are the phases and milestones of an express migration plan:
Phase 1: Planning & Research
- As Is To Be assessment completed
- Stakeholder identification & assign roles / involvement levels
- Formulate ideal sales process
- Understand whether 3rd party assistance is needed
- Research CRM platforms and shortlist software vendors
- Plan CRM migration budget
- Identify pilot groups & superusers of new system
Phase 2: Tools & Partner Selection, Pilot Planning
- Communicate the change to stakeholders - why exactly are we moving CRMs?
- Test out the new 'to be' sales process
- Select CRM vendor and agree to terms
- Get full budget approval
- Identify proof goals & success measures for a pilot
- Pilot with first group of reps + super users
- Build dashboard of key activities to measure pilot activity
- Training with pilot group
- Document pilot issues
- Carry out training/survey of Reps on new tools
- Aggregate feedback from reps
Phase 3: Pilot and Tuning
- Test out the new 'to be' Sales process
- Complete contracts with chosen CRM vendor
- Roll out licenses to all sales reps
- Roll out to all sales reps
- Create playbooks for all Reps to follow
- Iron out difficulties from pilot
- Document aggregated time-savings and calculate ROI
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