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