The process of migrating your data can be broken down into the following broad steps:

1)Organizing your data identifying what is critical, what needs cleansing and what can be deleted.

2) Understanding and comparing your existing CRM to your new software.

3) Preparing the data ready for the new CRM system.

4) Back up your data; should errors occur, you won’t risk losing your company data which is highly valuable.

5) Preparing and customising the new CRM ready for migration.

6) Use a migration script tool to adapt the data from the old database to the new one.

7) Test the migration by sending smaller pieces of data.