Your most valuable information
The migration of your customer account data is a critical step in your implementation of a new Microsoft CRM solution.

This customer data may be needed from either an existing software applications (e.g. another CRM system (Act!, Goldmine, Maximizer, bespoke, etc.) or an ERP applications (Sage, SAP, Coda, Exchequer, etc.)) or from an Office application such as Excel spreadsheets or an Access database.

A new system is only as good as its data. Quality time spent on this phase of a project is a sure way on ensuring user adoption.

Our Proven Approach
consultCRM have developed a simple data migration tool that enables all of the Microsoft CRM record types to be imported into the new SQL database.

Data Quality
We can provide extract, cleanse, de-duplication and import services to ensure that the standard of data within your CRM system is the best it can be.

• As part of data cleansing, we can provide an efficient way of correcting address data based on the Post Office PAF file.

Always an issue at the time of migration is the quality of the data.  Ideally you will want to avoid starting with a new system that contains large amounts of poor quality data.   We can help at the migration stage to tidy data and can offer to undertake some de-duplication and address correction.   Alternatively, we will work with a cleansing agency to improve the data you will be starting out with.  It is worth bearing in mind that it is sometimes pragmatic to make hard decisions about the data you will start out with in order to obtain the best cost/quality balance for the project.