Best Practices in CRM Data Migration

A Proven Framework for CRM Data Migration & Sugar Implementation

Migrating data almost always requires a deep understanding of the target system, along with very specific coding expertise. Mishandling this process adversely affects an entire CRM deployment.

For those who have never been involved in a large-scale CRM data migration project, there can be a misperception that data migration is a simple exercise of exporting data from one system and importing data into another system. However, data migrations can be extremely complex. Whether you are migrating from to Sugar or from another contact management solution, you will likely come across a few challenges.


Download our white paper which outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.