Data assessment
Understand the source records and target requirements.
- Field and relationship mapping
- Duplicate and incomplete record review
- Migration scope and retention decisions
CRM & ERP / CRM Migration & Data Management
CRM Migration & Data Management
CRM data mapping, record preparation and migration planning between your existing and target systems.
Discuss this service
Move customer records with a clear plan
Move customer records with a clear planYour goals.
Your goals.
A practical approach.
Review the records you hold, identify the target fields and agree validation and cutover steps. The plan includes ownership of exceptions and post-migration checks.
We define the scope, responsibilities, tools, review points and delivery requirements with you before starting. Your priorities shape the plan and the work we deliver.
WHAT WE HANDLEThe detail behind
The detail behind
dependable support.
A clear scope makes a better partnership. We shape these activities around your actual workload.
Migration delivery
Prepare and move the agreed data in reviewable batches.
- Data preparation and transformation
- Test imports and relationship checks
- Cutover and rollback planning
Validation and adoption
Check the migrated records with your responsible team.
- Record reconciliation and exception handling
- User review and acceptance checks
- Documentation and ongoing data procedures
A CONNECTED DELIVERY APPROACHThe right skills.
The right skills.
A team that connects.
We agree the skills, responsibilities and delivery stages around your requirements. These are the areas we bring together for your service.
A TYPICAL WORKFLOWFrom the first request
01 02 03
From the first request
to the final handover.
Discover and scope
Review your current setup, users and goals, then agree deliverables and acceptance criteria.
Implement and review
Deliver the agreed work in reviewable stages, with feedback and approvals along the way.
Launch and improve
Validate the result, plan the handover and agree any ongoing support or optimisation.
Built for a better working day.
A defined scope
Agree the requirements, priorities and responsibilities before delivery starts.
Connected delivery
Keep the work aligned with your existing processes and relevant business systems.
A usable handover
Review the agreed deliverables together and document the next steps.
IN PRACTICE
Start with your business requirements.
CRM data mapping, record preparation and migration planning between your existing and target systems. We agree the tools, dependencies, review process and delivery plan around your existing setup.
The final scope and delivery plan are agreed around your requirements.A FEW USEFUL ANSWERS
All questions ↗Before we get started.
Can this service connect with our existing setup?
We review the systems, assets and access requirements during discovery. Any integration or migration work is defined in the agreed scope.
How do you scope and price the work?
We discuss the requirements, deliverables, dependencies and ongoing support needs before preparing a proposal. Timelines and costs depend on the agreed scope.
CONNECTED SERVICES
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CRM Solutions ERP Solutions Workflow & Process Automation Reporting & Analytics Sales Pipeline & Lead Management Customer Service & Ticket Management Customer Retention & Lifecycle CRM ERP Finance, Invoicing & Billing ERP Inventory, Procurement & Supply Chain ERP HR & Payroll Workflows ERP Sales & Order Management Custom CRM & ERP Modules
YOUR NEXT CHAPTER STARTS HERELet's make
Let's make
good things happen.
Tell us where you need support. We'll work through the right services, scope and practical details with you.
LET'S FIND YOUR FIT
Where can we help?
Choose a service to start your conversation with our team.
A conversation built around your business.