What data nes to be migrat?
Plan in advance what data will be transferr to the new system. You may not ne all the data you collect. The which can ruce migration costs.
Question 5: How will you train your employees?
A thorough introduction to a new CRM system ensures that all employees can use it effectively. Think in advance about how you will train your employees and make sure that training materials are available.
The costs for a system migration can vary and it is important to colombia mobile database set a realistic budget. Compare offers from different providers and also think about possible additional costs such as training or support.
Question 7: What security measures are integrat into the new system?
Protecting customer data is critical for any business. The so what mistakes are made again and again when founding a company familiarize yourself with the security features of the new system and ensure that all necessary and requir security measures are in place.
Read tips on the requir implementation of the General Data Protection Regulation here:
Implementing GDPR: These HubSpot features will help you
Question 8: What is the integration with other systems like?
Check whether the new CRM system can be for the migration seamlessly integrat with other existing systems. Smooth collaboration between all systems is important for sensible data management. The effective processes and a positive user experience.
Here you will find the advantages of system integration using HubSpot and Salesforce as examples:
Benefits of HubSpot Salesforce Integration
Question 9: Is there a test phase? To ensure that the new loan data CRM system works smoothly. The a test phase is essential. Therefore. The plan enough time to test the system thoroughly and fix any errors or problems.