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What Is CRM Data Migration? Strategy & Best Practices

  • Posted By
  • November 25th, 2020
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If your business may need to adopt a CRM Data Migration is the process of moving data from one location to another, one application to another, one format to another. The task of moving the data from one source to another or changing the format an upgrade is of any organization that adopts Data Migration, 

Some factors that contribute to Data Migration:

    • The right tools


    • Processes and stakeholders


  • Technical aspects

Now, you need to set the plan for Data Migration. 

What are the Strategies for CRM Data Migration?

Other CRM to salesforce data migration

Here are the strategies for Data Migration:



Before starting the data migration it is necessary to adopt a strategy that works well. The whole point about data migration is that a new and better system can be adopted. This migration is a process helpful for the upgrade to happen. 

Integrate Business and IT


Some of the vital questions to ask are the type of data you are migrating. Is the exact formatting changes the operations of your company or can the formatting be changed to make the process easier?  Is the business-critical or is it possible to shut down the business, overnight?

What is required is the processes redefined or workflows conceived in a whole new way. 



Before starting with any data migration project, we carry out a data cleansing activity. This ensures that the data migrated has the accuracy and of good quality. Good quality data is an absolute necessity and obtaining this is time-consuming. It is extremely beneficial in the long-term. Data integrity and de-duplication of the data. There is a way for standardized data input so that we can begin with a new system that has accurate data and with the best start possible. This reduces the potential costs that arise during the migration exercise and this ensures that the new system has precise data. 

Scope of the Project 


The scope of the project is determined based on the type of data migrated and the reason for migrating data. There are other considerations for data migration such as own settings for users, or different permissions for different users? Save your long-time costs with a tighter data scope reducing the CRM data storage and this way only that data is migrated that is needed. The cost-effective storage methods must be recommended that match the requirements. We can migrate the core data to the new system and offer a cost-effective solution to archive the old data. 

Finally, you need to decide on an all-at-once migration? Different migration methods require different approaches, different software as well as testing methods. 



First, we need to ask the question “What is the data to be migrated?’”. You need to have some impression about the data, We need to analyze the legacy fields and identify which all are rarely used. Then the mapped data is matched with the new system. The best practice adopted is to conduct a meeting with key stakeholders to understand which data is migrated and showing where the data is migrated to ensure the happiness of customers. This way only that data is migrated to the new system which contains the relevant information. 

Migrate Properly


Before migrating to the new system the critical smart practices are decided. To ensure that the migration happens efficiently. What needs to be decided is the changes in the workflows. Next, we need to have a backup of the original server’s data so that there is no data loss. Finally, mirror the CRM data architecture for removing the duplicate data.

Migrate the Data


With everything falling in place with the scope of the project decided, the data is cleaned and mapping is completed. It must be ensured the data is collected from different sources and formats with several tools. Next, the data is migrated to the brand new system. 

Check Quality 


The end users must participate before the data needs to be verified. Check out if any data is missed out or confirm the data matched and ensure the workflow functionality. The pilot test is conducted in the UAT environment, to ensure whether the migration is conforming to the system requirements. Then catch the inaccuracies of the data before the data moves to the production environment. If there are no issues then only reports are generated. 

Generate Reports 


The reporting is the stage when it is decided which all data is migrated and which all are not. It is through the reporting that which data is suitable to be imported, This decides the quantities and details and then review the reports generated to ensure a successful migration. This then enables us to ensure, whether the migration Is partial or successful. If the data is cleansed properly then this ensures that the data is of poor quality or incorrect data. Once the errors are detected then the reason needs to be enlisted and the process of migration is started.


Data Migration moves the data from one location to another, one format to another and one application to another. For efficient migrations, we must chalk out some strategies. There are many strategies for efficient migration but after the data is cleansed properly, mapping and testing the data for an error-free migration. Finally, the reports are generated with the insights from the previous stages and then the Data Migration is completed. 

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