CRM Migration
HELPING BUSINESSES SHIFT FROM LEGACY TO MODERN CRM
Assessment and Planning
Data Analysis
We at Captivix, start by thoroughly analyzing the existing CRM data to identify inconsistencies, duplicates, and outdated information. Determine what data needs to be migrated and what can be archived or deleted.
Customization Evaluation
Post analysis, we assess the enterprise’s specific needs and evaluate whether the new CRM system needs any customization to align with its unique business processes.
Integration Considerations
Based on the customization we define, we determine if there are other software or systems the CRM needs to integrate with and plan for these integrations.
Migration Strategy
When all actions are in place, we develop a comprehensive migration strategy that includes a timeline, resource allocation, and a detailed plan for data migration, including data cleansing and transformation.
Data Migration and Implementation
Data Mapping
We Map the data from the old CRM system to the corresponding fields in the new CRM. This ensures that information is correctly transferred.
Data Cleanup
The CRM team work in cohesion with the internal team of the business to cleanse the data by removing duplicates, resolving inconsistencies, and verifying data accuracy. This is critical for maintaining data quality.
Migration Execution
When everything is in an executable state, we execute the migration plan, ensuring a smooth transition from the old CRM to the new one. Monitor the process to identify and address any issues that may arise during the migration.
Testing, Training and Support
Testing
We Conduct thorough testing of the new CRM system to ensure that it functions as intended, data is accurately migrated, and any customizations or integrations work smoothly.
Training
At Captivix, our CRM consulting team provide comprehensive training to the enterprise’s staff to ensure they can use the new CRM effectively. Training can cover basic functionality, data entry, reporting, and custom features.
Ongoing Support
We Offer post-implementation support to address any issues, answer questions, and provide updates and maintenance as needed to ensure the CRM continues to meet the enterprise’s evolving needs.
Schedule Consultation
Engage with our expert consultants and discover how our tailored solutions can address your unique challenges.
30-MINUTE CALL: WHAT WILL WE ACHIEVE?
- Understand your goals and challenges
- Discuss potential solution options
- Review capabilities, scope and pricing
Why Choose Captivix?
Partners
We are official partners to best CRM solutions for your industry.
Security
We understand data security and follow best compliance practices.
Innovation
Constantly exploring new technologies for improved solutions.
What Our Clients Says About Us?
Brentano
Challenges
- Data Integration Complexity
- Low CRM User Adoption
- Inadequate System Security
- Performance Bottlenecks
Solution
- Streamlined Data Integration Process
- Customized User Training Programs
- Enhanced Security Protocols
- Performance Optimization Strategies
Volpes
Challenges
- Data Duplication Issues
- Inefficient Workflow Design
- Limited Mobile Accessibility
Solution
- Deduplication and Data Cleanup
- Workflow Optimization
- Mobile-Friendly CRM Implementation
- Customized Reporting Solutions