CRM Data Migration

Need a System Upgrade but Data-Loss Anxiety Holding You Back?

Changing your CRM can feel daunting, but inevitably the time comes when your data has outgrown your old system. Years of entering data incorrectly, missed fields and errors mean that your reports aren't accurate, records are being lost and your automations don't work.

The impact is creeping into your bottom line, as sales opportunities are missed. And your customers are starting to see the impact of a clunky system that's not fit for purpose anymore.

Ignoring the issues is not a solution.

We get it. Your system almost works, and your team is managing as best they can. But you know that the fragile hold you have on your data - one of the most valuable assets your company owns - is putting your business growth at risk.

It's time to take action. With a smooth data migration process, your new CRM will transform the interactions you have with your customers, and improve your internal operations and processes.

Data Migration Done Properly

As customer data experts, we know how to move your data.

We know the steps to take to prepare for data migration and the detailed processes that will ensure a smooth transition. We do everything in a way that doesn't interrupt your operations and maintains - and improves - your integrations.

We create a future where your data is accurate, automations work and your team has reliable reports and customer insights.

Here's How It Works

Step One: Inventory

We look in detail at your data and map everything: objects, fields, record counts, attachments. It's a long list, but this step is the foundation to a successful migration.

Step Two: Planning

We layer decisions and destinations onto your data map. A recommendation is made for every field, and you agree everything before any action is taken. Every action is deliberate and there's no guesswork involved.

Step Three: Cleaning

We clean as we move. Our technical expertise means that data is dealt with once: it's efficient, cost effective and simplifies the process for your business. Unlike a traditional two-step process when data is moved and then cleaned, we merge duplicates, standardise formats and flag rogue data as we go.

Step Four: Testing

With all plans in place, we fully load your data into your new system. We then repeatedly check transferred data against source data, ensuring all records have been transferred and new entries are correct.

Step Five: Safety Net Review

We keep your old system readable and accessible while we work with you to confirm your confidence in your new CRM. Troubleshooting uncovers any glitches, and you have access to old data until the moment you and your team are comfortable with your new system.

Step Six: Handover

We give you a complete brief on all steps taken. You have a reference document in case you want to look at set up or decision points in the future, to support further evolutions to your CRM.

On Premise System Out of Date? No Problem

Some of the hardest migrations involve CRMs sitting on your server, with no cloud integration, no API and non-existent housekeeping. We have a technical solution that overcomes these challenges:

• We've built Flowbird Tunnel: a secure route from on-premise to cloud.
• At no point does our process expose the server to the internet or require an external drive.
• Records are read, mapped and moved securely.

We can help with even the most complex data migrations: let's discuss what you need. We'll create a solution that works for you.

Your Path to a Successful Migration

Based on your needs and end goals, we plan and implement a data migration process that transforms your data interaction.

• Your upgraded data will contain vital customer history, with a single record that includes notes, emails, activities and documents. No more guesswork or gaps when you're interacting with customers.
• Duplications and contradictions are resolved. Your team won't have to hunt for missing information, or try to work out which data entries are correct.
• Clear mapping means every field is accounted for, and new data is always entered in the right place.
• Your integrations work. Syncs, exports and reports are managed and planned as part of the system handover, so your new CRM works exactly how you want it to.

To Migrate or Not to Migrate?

Knowing when to migrate your data is a key part of a smooth transition:

• You're moving between CRMs or consolidating multiple platforms
• Data history is an essential part of your contact database
• Your old system is on-premise or has no usable API
• Your integrations and reports can't be interrupted
• You want to move on from a messy mix of data.

Not Sure if Now is the Right Time?

• If you haven't designed your new system yet, consider CRM discovery first
• If you haven't agreed on data designation requirements, explore a data audit
• If the system works but it's the data that's the problem, opt for data cleaning
• If your system is broken rather than outgrown, you may need data rescue.

We can help. Let's arrange a call and we'll help you decide what your next step should be.

Book a call