5 best practices for migrating to a new CRM
ID: 0cbad7c7-942f-510b-8d99-4f924fd2bb8e
STIX ID: report--0cbad7c7-942f-510b-8d99-4f924fd2bb8e
Feed Name: ZDNet Security
This ZDNet article summarizes five best practices for CRM migrations—audit your existing data to remove duplicates and stale records; build a detailed field-mapping document including transformations; run a test migration in staging; lock down roles and permissions before go-live; and train users ahead of launch—to reduce data integrity issues, workflow breakage, and user frustration during a CRM switch.
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