We’ve been involved in many CRM switches and migrations over the years. One pattern shows up every single time: the project is underestimated at the start.
Why does it get complicated to change CRM?
Most organisations fall into the same two traps:
- Focusing on the go-live date instead of how the system will actually be used the day after.
- Migrating all data – including issues that really should have been left behind in the old system.
In practice, a migration is a great opportunity to clean up, simplify, and build for the future. But only if you do things in the right order.
3 important steps when switching CRM
We don’t reveal everything here – that’s what the PDF is for – but three points are especially important already in the planning phase:
- Discovery matters more than technology
Many teams jump straight to the tech. But if you don’t map how sales actually works (not how it should work), your new CRM will simply recreate old problems.
- Data quality makes all the difference
Duplicates, empty fields, and incorrect values destroy user trust instantly. And trust is hard to rebuild once it’s gone.
- Test with real users
Sandbox testing with Sales, Marketing, and Customer Success always uncovers more than technical tests alone. This is where you see whether flows, integrations, and dashboards actually hold up.
- …For more tips on how to run a successful migration, download our guide.
Download the CRM Migration guide here
Top 8 Things to Consider When Planning a CRM Migration (PDF)
If you’re considering a migration – or you’re already in the middle of one that’s starting to feel messier than planned – download the guide, read through it, and get in touch. I’m happy to help you untangle what needs to happen first.
