Checklist for What to Do Once You've Migrated CRMs

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Checklist for What to Do Once You've Migrated CRMs
by Marketing

So, you’ve just completed your CRM data migration. You’re probably thinking that all is said and done. Well, you’re almost right!


There are several steps we encourage people to take once their data is migrated into a new CRM. Whether you’re using a new CRM for recruiting, sales, business development, or finance, it doesn’t matter; these tips are applicable for the entire CRM process.


CRM functionality serves best when a data quality strategy is put into action. We’ve created a checklist with important steps to take after you’ve migrated to your new CRM. More often than not, people get excited and may forget to check a couple of boxes. This list aims to ensure your new CRM works to its fullest potential.



Check Your Records ✔️

Schedule some time, at least one hour, to review all your transferred data. You want to make sure your data placement is accurate and in the right format.



Verify Related Fields ✔️

Certain data migrations can be complex based on the number of records or fields. Like any data project, there are so many details. Make sure that your modules and their related fields are matched and in correspondence.



Setup Filters ✔️

This is important for analytical reporting and strategy. Setting up precise filters that are unique to your business process will aid in the development of analytics and reporting.



Classify Work Flow Rules ✔️

Like filters, these are personalized and unique to your business and data needs. You’ll want to arrange workflow rules in the manner best fit.



Train Your Employees ✔️

This step is most important to the flow and function of your business. Introducing a new CRM to your staff is critical in the post-migration process. It is paramount to equip your employees with the right training tools to fully adopt and apply the new system to their day-to-day business routines.




Suggestions for CRM Employee Training 


There are a variety of ways you can train your staff to use a new CRM system. Although this is the hardest part of the process, it doesn’t mean it has to be boring or tedious. Here are some suggestions for incentivizing the adoption of a new system:


  • Create contests based on certain parts of the CRM and reward employees
  • Reward with gift cards or minutes added to PTO
  • Use YouTube video tutorials (like the one below) to let employees get familiar on their own
  • These videos are usually quirky and easy to follow, making the learning process interactive and fun 





Finally, there are important things to remember when training your staff:

  • Don’t overload them with information; split up the training into parts
  • Hold group meetings to discuss the new system
  • Describe why the new system is necessary; more features, better fit for the business model, more storage, less complication, etc.



According to Tim Linch, VP of Marketing and Business Development at OdinText Inc., some of the best ways to teach employees about the new system are hands-on training, group training, and scenario-based training.


  1. Hands-On Training (learning a new software can’t happen through a textbook of information, you need to get your hands dirty and tinker with the actual software)
  2. Group Training (people learn better together! More comfortable environment, as everyone makes mistakes. Proactive to make them as a team.
  3. Scenario-Based (set up real scenarios to help commit to memory when the actual scenario is taking place)


You can read more about Tim’s methods for training employees here.



In Short, Keep it Simple


It is necessary to combine timeliness and productivity when implementing a new system. Focus on keeping your finger on both pulses: You want your business process to continue without interruption, but you also need to have your employees fluent in your new CRM. In short, keep it simple. Divide time between working and training. Drop a certain amount of training at a time. Create incentives to reward employees for adopting the new system. Finally, remember to check off all those boxes previously discussed.


If you have a migration project and need some support, Trujay can help. As the most versatile automated migration system on the market, Trujay’s migration platform is encompassed by a team of CRM experts. Its product, Data2CRM, is great for migrating your data even on the most complex of levels.


Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, check out this page.


Try out a free sample migration. If you like what you see, visit our website to chat with one of our experts. We can answer questions, provide insight, and suggest the best options for you.


Confused about how the sample migration works? Here’s a short example video on how to use the software.