Quick Tips into How to Migrate and Integrate Sales Data into CRM - SCRMpro

Quick Tips into How to Migrate and Integrate Sales Data into CRM

27 May 2019 | No Comments

Implementing customer relationship management (CRM) software often becomes a daunting task as it throws various challenges during data migration and later integration in the sales domain. These two, along with cost are the major issues that cause CRM implementation failure. To defy these issues, an intelligent CRM vendor is required to resolve the hardships.

Below are the quick tips into resolving the challenges with sales data migration and integration to CRM system:

Importing data while migrating from one entity to another-

Sales people use excel-sheets for storing and accessing data. Migrating data from all the physical and remote devices into CRM is quite a challenging task as there are always chances of data leaks. Losing any data during the migration process will definitely affect business profitability. Moreover, when the data migration process takes a lot of time, it puts many other important tasks at haul and this is certainly not preferred. A sales agent, who is at the client’s location or on the field, will not encourage any latency or downtime in accessing a centralized database.

So, how to prevent data loss during information migration?

Our Tip: Choose CRM software that allows new users to self-help with an ‘Import Feature’ to fetch data from various storage devices and sources easily. There should not be the need for an IT-helpdesk for transporting the current data into the new CRM system. The users should be able to drag, drop, copy, import, and save data correctly, conveniently and easily.

Integrating data of existing system to new system

Sales teams often use various applications, tools and systems for managing leads, responses, communicating with customers or clients, etc. Some of the most known tools used are LinkedIn’s Sales Navigator, Intercom Live Chat, Leadfeeder, Cloudsponge, Calendar and so on. In addition, there are in-house developed auxiliary systems used by the sales team. The integration of all such systems into one consolidated CRM requires systematic flawless planning by the team.

Our Tip:  Go for a CRM software that comes with features such as sales module, sales target, email manager, connect with Google calendar, reports, calendar reminder, 360 degrees of views, rescheduling sales activities by drag & drop, etc., and just smoothen the transfer can resolve all the integration hazards easily. SCRMpro offers easy options for data migration and integration from old systems to new system.

Cost for CRM solution is actually a long-term investment

CRM is trending and buzzing on the internet. It takes just a few clicks to learn about the impressive features, big advantages and in-depth training requirements of the software and make for a good first impression on the buyers. However, on the other hand, investing on such software also comes with heavy costing which is where the buyer feels reluctant to make the purchase.

Our Tip: CRM software providers generally offer flexible and customizable solutions designed to accommodate all sized businesses. Subscription, service, and maintenance cost involved in CRM implementation is quite cost-effective compared to having a variety of systems used for managing sales activities. Our tip is to not bog-down with unsolicited expenses bearing on the company, as flexible payment options are always available. Having said that, choose the software wisely keeping in mind if it is meeting your requirements especially the features, services along with post implementation services.

Take a video tour