20 Key Tips for Successful Migration to a New CRM System

20 Key Tips for Successful Migration to a New CRM System

We deal with a variety of clients, from startups to enterprises, and while some smaller businesses still use spreadsheets to track contacts and sales tasks, most businesses have a customer relationship management (CRM) system. And eventually, every brand wants, or needs, to move to a new one. Companies switch CRMs for lots of reasons – they want more functionality, different functionality, different integrations with other tools, or the new VP of Sales just likes one tool in particular. While the reason for switching CRMs is unique to every client, if you’re considering making the switch, there are some key considerations and tips you need to keep in mind to ensure the […]