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October 15, 2008

Customer Data Migration Between Sources

Filed under: Data Cleansing, Data Migration, Data Quality — Alena Semeshko @ 5:49 am

Moving contacts from one CRM to another? PowerObjects Microsoft CRM blog has tips on how this process should be planned and handled so as not to lose any data somewhere in the middle.

The blog suggests that you first take a look at your current system and determine whether it’s really worth moving your data to a new system. If after thorough consideration you still think of migrating, move to the next step. That is, define the relationships and determine exactly what information needs to be migrated. After getting a hang of what needs to be done and identifying the efforts and costs associated with migration, you are ready to reherse your migration.

I’d also add that, as usual when dealing with customer data, migration from one CRM to another is a great chance to improve your data quality by checking its accuracy and consistency before sending it to your new system.

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