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Accueil » Z-Case Studies » International Hospital Federation

CRM migration for a worldwide, non-profit, non-governmental organisation.

Text for H2

1
CRM platform chosen
10000
data cleaned
Migration
completed
10
users trained

CRM Project management from A to Z

From helping to choose the right CRM platform to team training

CRM Requirements analysis

  • Analyse existing data.
  • Understand the requirements of the new CRM to help choose the right platform.
  • Establish a correspondence between existing and future data fields.
  • Data cleaning process.

Data migration and team training

  • Validate the correspondence between data fields.
  • Using automatic mapping tools.
  • Test the mapping.
  • Plan the migration in stages.
  • Save data.
  • Complete the migration.
  • Train users

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