Insightly Data Migration: Helpful Tips and Tricks

CRM data migration is a fairly common project nowadays, but also the one surrounded by numerous misconceptions. Some people, intimidated by the possible pitfalls, try to avoid the task, forgetting that a CRM switch is often a necessary step towards business growth and development. Despite the fact that sometimes it can create as many problems as it solves. Thorough planning and a bit of groundwork will allow you to reduce the risks and ensure the success of the undertaking. The first necessary thing to remember, when preparing for data migration, is that most of the possible dangers connected with the transfer stem from the lack of understanding of the process, as well as failure to follow the established best practices. Some of the most common pitfalls that can jeopardize the outcome of the CRM switch are: Any of the issues mentioned above can decrease the return on the migration and technology refresh significantly, so it is important to do your best to avoid them. Therefore, next we are going to look at some advice on making your data transfer safe.

Why Choose Insightly as Your New Platform?

Insightly is one of the popular and advanced platforms that many companies turn to, when the question of data migration is on the horizon. It is most often considered to be a practical solution for small and mid-sized businesses, however, due to its constant improvement, it now offers features that comply with the needs of large organizations as well. Some of the benefits that persuade users to make their choice in favor of Insightly are high flexibility, fast database search and linking option. Moreover, the ability to create milestones and tasks for projects helps to facilitate workflows, while customizable reports simplify the information processing. All in all, Insightly has a great capacity for integration and system tailoring.

Pre-Migration Arrangements

As it has been mentioned before, appropriate planning and preparation are the keys to data transfer success. So here are a few things you can do to make the migration go smoothly:
  1. Analyze and filter your records. Take time to learn how your data is structured, where it resides and what parts of it require special attention. Think of what you would like to transfer to a new system and what you can leave behind.
  2. Optimize your data. CRM migration can be a great chance to get rid of unnecessary records gathered in your CRM storage. Moreover, deleting the outdated or duplicated information will make the migration faster and safer.
  3. Secure your data. It is highly recommended to create a data backup and retain it even after the migration is complete. This will help to prevent possible data loss.

Data Transfer Techniques

After the preparation stage is over, you can proceed to the actual migration process. Most roughly divided there are two ways to perform the data transfer - manual and automated. You may choose to carry out the migration on your own via file transfer, for instance. However, it is necessary to keep in mind, that data mapping is a quite tricky task and, if done wrong, can seriously undermine the migration results. Moreover, if you need to transfer any custom fields, it will most likely take up a lot of time and effort, putting you at risk of running over time. Another approach is to use an automated migration service - Data2CRM. The tool is specifically designed to help users perform a fast, secure and completely hands-off CRM switch. Moreover you can be sure that your source system will be live during the whole migration process and all the relations between records will be retained.

Post-Migration Suggestions

Even after the data transfer is complete, it is recommended to take a few more steps to ensure that the new system will be working properly. First of all, you should check whether all the migrated data is accurate and in the appropriate format. Then you can enter company details, integrate mailboxes, distribute the access permissions and make other minor configuration adjustments, if needed. Remember though, it is best to avoid heavy system customizations during the first month, otherwise the end-user adoption will be complicated and take more time. Finally, it is recommended to update the workflow processes connected with the data migration and establish an ongoing data quality control. This will help you to make sure that your team understands how the new system works and follows the rules of data entry. Insightly data migration is a great chance to uncover the new areas for your business development. However, the process requires careful preparation and often some extra team coaching. That is why you should plan your CRM rolling out, set up clear, achievable final goals and make sure to use reliable tools to help you during the process. This article was authored by Data2CRM. A company that specializes in migrating from one CRM to another.