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Data Migrations

Migrating your contact data to a new CRM system includes a number of steps:

• Define functions you want your new system to perform

• Analyze the data within your current database

• Configure and customize your new system

• Map your current data to the new tables and fields

• Extract your current contact data​

• Import your current contact data into the new system

• Test new system operation

• Deploy new system

We work with you to ensure 100% effective data migration and the desired level of Saleforce functionality.