CRM On Demand Migration Success in 4 Steps

Many of Oracle’s CRMOD customers are migrating to a new CRM platform, notably to either Oracle’s own Sales Cloud or or Microsoft Dynamics. Regardless of the destination, the journey is quite similar for organizations migrating to any new CRM.

Many organizations are transitioning to a new CRM, primarily in an effort to consolidate multiple systems that have evolved over time. The key to a successful move is a good plan for migration, coupled with excellent execution.

A strong, well-thought-out process is needed to focus on the key aspects of the migration. There can be many steps and considerations to implement a successful migration plan, but the migration process I am advocating is reasonably simple and straightforward.

The key to a successful transition to a new CRM includes the following 4 steps:

1. Data Migration is the most important step in this process and is a process within itself. This is distinct from moving configurations, users, reports, and workflows. Often not all the data needs to be moved.

A. Data extraction. Data extraction from CRMOD can be tricky. There are limits to extracting data using the built-in exporting tools. Such tools simply cannot, and do not export many Gigabytes of data (for instance attachments) from CRMOD.
Possible options are:

*Extract only the IDs of all the records in the system using built-in tools and then have scripts to individually extract the content associated with each ID;

*Write scripts or code to perform the entire extraction process.

Regardless of the path, there are caveats. For instance, attachments that have viruses will fail to export from CRMOD, regardless of the approach. Hence, any solution must be robust and smart to retry exporting after a failure due to a virus.

B. Bulk clean data using advanced fuzzy search capabilities. Make sure you are working with reliable and clean data before the data is moved.

C. Protect and archive data to make sure nothing is lost. Make sure to secure the large investment in your data prior to moving to a new system. Storage costs in cloud-based CRM systems can be high so there are advantages to archiving some portion of the older data.

D. Set up tests to ensure data quality and integrity will be preserved when importing it to a new CRM. It is prudent to take a reasonable sample size of data to make certain the data is accurate before moving it all to the target CRM.

E. Import the initial data load into the new CRM.

F. Load the remaining new data to the new CRM and begin using it. Take steps to make sure the data remains clean by adding the necessary functionality to prevent duplicates entering the new CRM either individually or in bulk.

2. Educate and train your staff to support all users and tools. User acceptance is linked closely to your CRM’s user friendliness and powerful tools to simplify the user experience.

3. Run parallel systems wherever possible, to ensure data integrity and consistencies. This will help mitigate risks.

4. Enable a simultaneous search of your archived data, providing access to all customer intelligence for your sales and marketing teams. Provide access to other sources of customer information to leverage your data to its maximum value for your sales and marketing.

This a simple yet productive process, essential to a company’s success. The value is huge and helps sales productivity and effectiveness. Use your CRM and Customer Intelligence to grow and drive revenue and improve profits.

Good Luck and Good Selling!!