Migration and Importing
Whether you have a pre-existing CRM, Excel spreadsheets, or just an Outlook address book – migrating data is often a big piece of a CRM implementation. It seems simple, just get your data into Excel and then imported into the CRM. But there are some common mistakes that can be made during this step. Mistakes you might not find until it’s too late.
The most common issue with importing are duplicate records. When a user looks up a customer and finds two records how do they know which one to use? In our experience, they don’t know. They just pick one record and go for it. This means both records end up with valuable data. Avoiding duplicates in the first place should be your first step. Training users how to deal with them is the second step.
Another common issue with importing into a new CRM is messy data. This can be especially tragic if your CRM is brand new. Getting off on the right foot means having a nice clean database. As they say garbage in garbage out. There are three key aspects we examine during this phase of implementation.
- Field Density
Let’s examine each in more detail.