SugarCRM Migration

Migrate from...

When it comes to changing your CRM package, not only do you have to consider the user-friendliness of the adopted system but also how your users are going to access the data that is stored in your current CRM offering.

The Process

The majority of CRM packages have a number of similarities (Accounts, Leads, Opportunities and Cases) and this makes it easy for end-users to change from one to another. However, getting the data from one system to another can often be a complex administration matter, causing headaches to those individuals tasked with the migration. The data needs to be extracted from the old system, checked, audited and cleaned ready to be imported into SugarCRM. Once ready for import, the process of importing into the correct SugarCRM modules must then be undertaken, ensuring that the leads, accounts, associated records and files are all linked correctly.

The Pitfalls

It is often the case that, when importing the data, key elements end up disconnected from the original lead, account or opportunity. This, in effect, renders the new system useless as it only needs one record to not be linked correctly to give potentially fatal outcomes.

The Solution

SugarUK offer a migration service, importing the exported data from your current CRM software into your SugarCRM instance. This not only saves your IT staff the headache of ensuring your SugarCRM is set up correctly from the outset, but frees them up to concentrate on maintaining your computer systems and focusing on the important day to day tasks within your business.

We offer migration solutions for the following: