Data Migration


Data migration is one of the largest and most challenging phases of moving from one system to another. Every field, object, and contact detail has to be considered and analyzed. There are multiple approaches to data migration when moving to a new CRM platform, and we consult with your team to find the best approach for you.. 

Capturing all information. The best way to ensure the quality and success of the data transfer is to develop a custom script or tool specific to your systems. All data can be transferred via API designations which works extraordinarily well when your CRM is linked to third-party systems that all need to be transferred to the new CRM. APIs ensure that all fields, notes, and client history is not lost and stays grouped with the correct contact account. The Agate Group has done this many times, and is ready to do it again for your team.

Transferring accurate data. We ensure your data is transferred cleanly and accurately. Our team works with you and your team to understand your current CRM setup and what you hope to achieve with the new CRM. Together, we look at use cases and clearly define how data should be presented in the new CRM so all key legacy data has planned destination locations. 

Migrate data with no downtime. How your business will be affected by a data migration is a common and viable concern. By creating a clear plan and timeline, we work fast and carefully so your daily work schedule is not impacted. During migration, we audit and validate that the systems remain synced and integrated to avoid the loss of any information. 

Data backup. No matter how much preparation and planning goes into data migration, it is always better to be safe than sorry. Losing data while moving from one system is everyone’s worst nightmare. Therefore, we secure a backup of your data to ensure everything will still be accessible even if something unforeseen occurs during migration. 

Employee training. Training your team how to use the new CRM after the data has been transferred is an important step for adoption and acceptance. While training is not a part of the actual data migration process, it should be acted on immediately after. Chances are, your company moved to a new CRM to improve efficiency, get higher performance, lower maintenance costs, increase scalability, and allow for customization. Communicate these benefits and give a demonstration of how the new CRM and tools will benefit their daily workflow. Need help developing a training plan? We’ve got you covered there too.