CRM data migration is the process of transferring customer data from one system to another. Done poorly, it causes lost records, broken relationships, and weeks of cleanup.
Step 1: Audit Your Current Data
Before migrating, review what you have. Identify duplicate records, incomplete entries, outdated contacts, and unnecessary fields.
Step 2: Clean and Deduplicate
- Remove exact and fuzzy duplicates
- Standardize phone numbers and addresses
- Fill in missing critical fields
- Archive or delete inactive contacts
Step 3: Map Fields
Create a mapping document that shows where each field in the old system goes in the new CRM. Not all fields will have a 1:1 match.
Step 4: Test with a Subset
Migrate a small batch first (10-20% of records). Verify accuracy, check for data loss, and test workflows.
Step 5: Full Migration
Run the complete migration during off-hours. Have a rollback plan in case something goes wrong.
Step 6: Train and Roll Out
Train your team on the new system before switching off the old one. Provide a transition period where both systems are accessible.
How Switch 2 One Handles Migration
We manage the entire migration process for you. Book a free strategy session.