CRM Migration: How to deal with a disorganized (and outdated) legacy database?

[muskanislam25]

CRM migration is usually a revolution for any company and is necessary to meet new needs that were not foreseen in previous software and that were not able to keep up with internal growth and innovations. But how can you deal with the difficulties in migrating from a legacy database?

What is the purpose of CRM Migration and when should it be carried out?
Customer Relationship Management tools , or as they are commonly called, simply CRM, aim to centralize customer service information, consolidating all of a company's processes and operations, enabling restricted access according to management authorizations. When a company decides to perform a CRM Migration, its main objective is to ensure security and reliability in its processes (such as marketing, accounting, sales, etc.). Predefined software offered on the market or fully customized CRMs can be used.

When a company decides to implement or perform a CRM Migration , there must be total dedication to organizing customer information, in order to ensure that all data communicates, avoiding losing or even rendering useless valuable information.

What are the main points to be observed in CRM Migration?
In this context, when CRM Migration is performed , all previously Lebanon telegram data mapped information must be identified, and which are relevant or not for the business. In this way, in this initial phase, it is possible to discard unnecessary data – following the premises of good data processing practices.

Another important step in CRM migration is the standardization of information. It is still common for companies to perform control in spreadsheets or even in different systems that do not communicate with each other. And then the data must be processed so that it becomes reliable information.

Another crucial point faced in CRM Migration is the maintenance and export of outdated data. Now, what would be the point of all this effort if I am migrating a deceased prospect or a company that was closed down by the Federal Revenue Service years ago?

How to optimize the CRM migration process?
These are just some of the main difficulties faced during CRM Migration and which have been optimized by Think Data – a leading information bureau in the national market – through projects fully customized for its clients.

With over 450 clients, Think Data has already assisted several of them in CRM Migration with projects that ensure data standardization, so that the new CRM has organized and, above all, updated information.

Projects involving CRM Migration begin with a requirements survey with Think Data 's Strategy and Quality specialists who, together with their clients, identify the main needs and opportunities in this process.

Depending on the software format, CRM migration can occur in two ways: through Think Files (file exchange) or Think Web Service – known as Valida Fácil, ( Think Data 's API ). While in the first case, standardization is done in batches, through projects previously customized by the Think Data IT team, in Think Web Service it is possible to perform the query directly from the new CRM to the Think Data database .

How to perform online data updates in CRM?
CRM migration must always involve data updates, and to this end, Think Data provides online and real-time access to the Federal Revenue Service, offering 100% success in these queries – in which it is possible to identify the status of a company (active or closed, for example), its economic activities and its registered address, for example. Also thinking about updating legal entities, Think Data provides consultation to SINTEGRA, making it possible to identify registrations and their status in all states (and the Federal District) of Brazil.

When CRM migration involves data from individuals, it is always important to ensure that the data is up to date. Think Data provides an exclusive query with WhatsApp, which identifies whether the mobile phone is active and has this application installed, and can even verify the photo provided by the user. In addition, several other queries are important, such as death certificates, profession, education, estimated income and per capita family income, which can optimize internal strategies and reduce costs with actions aimed at pre-determined audiences.