What are the major things that we should avoid during CRM data migration?
CRM Data Migration can be a tedious and sensitive process and you would not want petty issues lengthening your CRM implementation. Some of the things you should avoid while migrating data in your CRM are:
- Reusing all the junk data
- Doing all the task yourself, and not taking help of professionals
- Performing data migration without test runs
- Incomplete knowledge of the platform and process
- Lack of proper testing
- Not planning for an extensive, scalable process
- Not documenting data migration
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