Top 5 Mistakes Made During CRM Migrations

CRM systems are key to marketing strategy as they help to enable improved management of interactions with prospective and existing customers. The migration from your current CRM to a new CRM can become complex and issues can arise if not carried out correctly. Here are the top five mistakes made during CRM migrations and how to avoid them when migrating.

1. Insufficient Planning and Preparation

One of the most common mistakes in CRM migration is poor planning and preparation. Businesses continue to underestimate how complex carrying out the migration process is, which can lead to data issues. A detailed plan is required that incorporates an analysis of the existing CRM, objectives, and a timeline to complete migration to the new CRM.  The plan should also include the resources required, roles and responsibilities across your teams and a contingency plan for any potential issues.

2. Incomplete Data Cleansing

Migrating your contact data to your new CRM presents an ideal opportunity to cleanse and optimise your data. Having incomplete or data that is incorrect can lead to future issues such as duplicate contacts and missing information. These duplicates should be removed, inaccuracies corrected, and standardising data. By having this clean contact data functions smoothly.

3. Lack of Stakeholder Involvement

Completing a CRM migration must involve your key stakeholders, if not included this can lead to knockbacks and resistance to the changes. By including these key members of your business will increase the chances of a smooth transition to a new CRM.

4. Ignoring Integration Requirements

Software is heavily relied upon to carry out multiple processes across the business, such as sending out emails, customer support, and managing financial accounts. Ignoring the integration requirements of your business then will result in significant disruptions. To resolve this then all systems that need to be integrated should be identified.

5. Inadequate Training and Support

Training and support for your staff is crucial to understanding the features of the CRM. The importance of training is underestimated and should be developed to educate all users of the functionality across the business.

Carrying out CRM migrations can be harder to carry out than it appears so having a carefully structured plan can help avoid the pitfalls and mistakes that are commonly made. By avoiding these common mistakes, businesses can ensure a smooth transition to a new CRM system, maximizing its benefits and improving customer relationship management.