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.