CRM Software Tips: Get Your Data Ready for Migration onto a CRM

Date: Feb 24, 2015 8:26:00 AM

If your small business is moving to new CRM software or your company is trying out a CRM for the very first time, one of the most important tasks you need to think about is getting your data ready for migration.

Now, we know the words "data migration" can make people sweat and shake in their shoes. After all, your company data is an important asset, so messing around with it isn't for the faint of heart. Not to mention that sometimes the data is spread out among many people and in many different formats.

But here's the thing: your shiny new CRM software is only as good as the data you put into it, so it's imperative that you start with squeaky-clean info. Taking the time to organize all data and scrubbing it clean now will save everyone many headaches later—and it will make for a smoother transition to CRM nirvana.

Need some guidance? We thought so, which is why we're outlining some important points below.

Stop Wasting Time! Use a Collaboration System

Date: Feb 17, 2015 8:30:00 AM

How much time do we waste at work? Here are some provocative statistics:

  • According to Salary.com's 2014 Wasting Time at Work Survey, people rank meetings and conference calls as one of the biggest time sinks (right behind browsing the Internet).

  • PC Magazine cites an OfficeTime.net survey of 1300 people who place email at the top of the list.

  • And this infographic from Mashable says "trying to contact customers or colleagues" is the biggest time stealer with people wasting 74 minutes per day on this activity, followed by people wasting 67 minutes per day trying to find key information. 

Meetings, email, customers/colleagues, info and data—they're all things we need to deal with in order to do our jobs, but like everything else in life, moderation is key. The question is, how can we encourage and practice this needed moderation? That's where a collaboration system comes in.

FIND US ON