CRM Fundamentals

Data Migration

Data migration refers to the programmatic duplication of data from one application or system to another. It’s an important element of many CRM projects. Consider an organization implementing a new CRM application: once the software is installed, the application is essentially empty. It contains no customer account, contact, or lead information. This information would have to be entered manually by the users as needed, gradually populating the CRM database, which is an arduous, inefficient, frustrating process. But most often an existing application has this customer information; perhaps it’s an older CRM application that is being retired. A data migration effort uses software tools to copy this information from this existing application ...