We look forward to hearing from you.CRM change is imminent: 10 questions for a successful system migration
by Carsten Lange . The on January 8. The 2024
As a marketing manage
The you know the importance of a Customer Relationship costa rica mobile database Management (CRM) system and how important it is to maintain and manage customer relationships. Now you’re about to change your CRM system and you’re wondering how you can ensure that the transition goes smoothly and expectations are met. We’ve put together a list of 10 questions to help you prepare for the system migration.
10 questions in advance for a successful data synchronization or system migration:
Question 1: Why do you want to change the CRM system?
The answer to this question will help you make the talk about right decision for a new system. There may be specific features that your current CRM does not offer or it may be too expensive to maintain. Make a note of your reasons so that you can better weigh the benefits of a new system later.
Question 2: What functionalities do you ne?
It is important that the new CRM system contains all the how to acquire this knowledge important features that your business requires. Make a list of the functions you ne and later compare them with the features offer by the new system.
CRM Checklist: These are the 11 most important CRM functions
Question 3: Do you have the infrastructure for the new system?
Before implementing a new CRM system. The you should loan data make sure that your infrastructure is compatible. Review the hardware and software requirements of the new system and make sure they are met.