September 1, 2016
As a mature product, GoldMine® is packed with features that many users have grown accustomed to over time. Despite the fact that GoldMine has worked well for many years within their organization, people decide for
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November 15, 2015
Data migration from a legacy system or systems is often the wild card item on a CRM services proposal. It can represent the most commonly underestimated set of tasks. Technically, data migration involves three components:
January 9, 2014
The decision has been made to drop your company’s contact management system and move to a new CRM system. Migrating data from a contact manager to a CRM system involves a number steps, including the
September 10, 2013
For those who have never been involved in a CRM data migration project, there can be a misperception that data migration is a simple, technical exercise of mapping and moving data from old fields to
December 16, 2011
It’s common for companies that have been using a older contact manager or a CRM system for many years to have inconsistent field data, including runaway lookup or pick list values. The often happens with
June 23, 2011
A proper CRM data migration is often more than a simple point and click proposition, despite the ability of CRM applications to import data and despite the existence of off the shelf data migration tools.
November 7, 2010
If you are planning to migrate your company’s ACT! data into a CRM system, there are a number of questions that you can ask yourself as you start to plan a data migration. Coming up
October 24, 2010
CRM data migration can be performed in a “quick and dirty” fashion, or it can be done with careful forethought and execution. With the right preparation and planning, a new CRM application will be easier
August 4, 2010
Data migration software vendors sometimes portray their CRM migration software as a simple, point and click, drag and drop solution.
February 7, 2010
Congratulations! Your company has decided to switch to a new CRM application. Now comes the work effort — determining how best to configure the application to your company’s needs and migrating legacy data into the
February 5, 2010
Legacy data can sometimes be very messy. Spending the time to analyze legacy data allows companies to understand the results of a wide variety of users having logged customer interactions within a legacy CRM system
