Understanding Your Current Data Landscape Assess Your Legacy Systems First things first, you’ve got to know what you’re dealing with. Start by taking a long, hard look at your legacy systems. What data do they house? What formats are you working with? This is like checking the inventory before moving houses – you wouldn’t just […]
Assess Your Current System Identify Your Pain Points Before diving into a migration, I always take a moment to really think about what’s not working in my current CRM. It can be easy to get caught up in the new features of a shiny system, but understanding the problems I’m facing is key. Whether it’s
Assess Your Current CRM System Evaluate Your Needs Before diving into migration, I like to take a step back and really evaluate what my needs are. What do I like about my current CRM? What’s been driving me crazy? Seriously, I jot these things down because they guide me in understanding what I need in