- Migrate business data from the existing CRM platform to new one
- Avoid the business disruption during CRM transfer
- Create the specific customization fields on the future CRM to perform the modules mapping
- Migrate ONLY Notes and Emails together with their attachments that have relations with contacts.
Data2CRM.Migration techs investigated the peculiarities of the current CRM, retrieved all Contacts from the current solution and correlate them by First/Last Name and Emails. Within one day, we created the detailed matching of contacts for further migration and received the confirmation from the customer.
Then, we use REST-API that helps us retrieve the attachments and notes for each Contact and perceive the relationship with them.
After that, we mapped all attachments and notes to the appropriate Contacts of the current and future CRMs.
The Quality Assurance (QA) department examined the migration results in accordance with the our checklist and customer requirements.
All Notes and Emails with their Attachments have been migrated with the relations to contacts.
Modules Mapping was performed in accordance with the customer’s requirements.