Data Migration

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We extract data from your existing systems. They may just be Excel files, but we can also extract from other CRM system, Database tables, Cloud Servers, etc.

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We turn your raw data into a gold mine of value. We analyse the quality of your data, then identify incomplete, incorrect, inaccurate or irrelevant data and then replace, modify, or delete the data as per your requirements.

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We follow your matching and merging rules to ensure no duplicates are missed. We can combine multiple records, merging any field in order to create an accurate master record.

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Finally the data needs to be imported into CRM, against the right entity but linked to other entities in the system. Contacts must be linked to Accounts, Activities must be linked to contacts...

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WE MAKE YOUR DATA BETTER

Your Data is Probably a Mess

Almost every organisation’s data is a mess in the beginning, and this is what we assume when we engage with you. Duplicates and inconsistent/incomplete data are common culprits for the mess. When you have more than 5% duplicates and numerous inconsistencies, things start to get “dirty”. Searches don’t work properly and reports begin to fail. The data has to be cleaned, and this takes time.

Data deduplication is important, and data can be deduped post-migration, reducing the overall cost of migration. The bigger challenge, however, is addressing data inconsistencies and incompletions, which are more difficult to fix globally and must be resolved prior to migration if records are to be matched up properly.

WE MAKE YOUR DATA BETTER

Leave Data Migration to the Last Minute at your Peril

Planning and data quality go hand in hand when it comes to data integration and migration. However, the moving of data is often an afterthought, as the business is more involved with implementing the new system. Data migration is not outside of the scope.  The data itself will become your responsibility once the system has been implemented.

Data migration may not be the most exciting part of setting up your shiny new CRM, but it is every bit as important as the design and building of the system. You simply can not have one without the other.

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24
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YEARS OF EXPERIENCE

450
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PROFESSIONAL DEVELOPMENT DAYS

1789
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SUCCESSFUL CONSULTATIONS

160
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SATISFIED CUSTOMERS

WE MAKE YOUR DATA BETTER

Recent Projects

Glen Dimplex Australia

Integrated Dynamics 365 for their Store, Commercial, Projects and Direct Sales Teams.

Civil Contractors Federation

A centralised database of all members and prospects, and all activities relating to them.

ICMI

Track all leads and enquiries for jobs and match speakers to the engagement requirements.