3. Agenda
●What you can do to prepare
●Data migration
●Scheduling
●Costs
●Risks
●New user adoption
●Resources
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4. ● Get a technology partner/budget
● Build an internal team
● Ask your current vendor for a
RELATIONAL database
● Get rid of fields/data you don't need
● Its OK to keep a legacy system for
historical purposes
● Come up with a schedule
Preparation
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5. ●Review your existing system
with your partner
●Simple migration? Export old
data to CSV's and compare
field maps. Import into new
system
●Complex? Look to your
partner for help
Data Migration
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7. ●CRM licenses
●Time
○ In house migration = TIME (TTMVC)
○ Partner migration = $, less time
●Training/adoption
●Tweaking, ongoing support
Costs
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8. Risks
● Poor user adoption =
● Not getting what you asked for
● Going over budget
● Schedule nightmare
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9. User Adoption
● Invest in training
● Let users have a stake (a little stake)
● Make it social
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