Migrating Towards CRM

Migrating Towards CRM

Migrating towards a CRM is really not an easy task as it involves a lot of technicalities. You need to thoroughly discuss it with your team before going forward with this decision. You have to go through a number of steps in order to migrate towards a CRM.

Detecting the Signs

It all starts with recognizing that your organization requires a Customer Relationship Management system. Excel sheets could serve you well at the start but you need an automated system to store, share, analyze, and handle your customers’ data. Other signs include: 

  • Loss of customers because of bad support.
  • Missed proposals and opportunities.
  • One-hit-wonders-customers that don’t even come back for a second order.
  • Duplication of a customer’s data.
  • Sales team fighting over whom a lead belongs to.
  • Not knowing which marketing effort is the most effective one.
  • Unable to manage sales team commissions.
  • Not having any sales forecast.

Defining Processes

The next step is to identify which processes need to be rectified with the help of CRM and producing the best possible processes. A fishbone analysis may be required at this stage. This will require combined brainstorming and ‘whiteboarding’ based on staff and customer feedback. You have to find out whether a CRM would be helpful in fulfilling your organizational goals or not. The expected ROI after migrating towards a CRM system is also important in the defining process.

Finding a Consultant

After choosing the right CRM for your organization you have to find an individual consultant or a team who could migrate your data to your chosen CRM and integrate your desired products with it after creating a proper roadmap.

Choosing a CRM

Based on the processes identified in the previous stage a CRM selection is to be done. There are hundreds of CRM systems available in the market and all of them have their trial accounts which can be checked free of cost.

Users’ Buy-In

You have to get in touch with your users and gain their trust before implementing your decision. If your users are not comfortable with the migration you might give it another thought as you can lose valuable customers.

Creating a Strategy

Creating a strategy of how the migration towards the CRM would take place is quite a vital step of this process. It is a result of goals, processes, and users’ buy-in. 


The second last step in this process is the implementation of the CRM. It starts from designing the roadmap, then customization which leads to migration of the data, and the process ends at the integration of CRM with different systems. All of your data from the existing systems is transferred to the CRM and you get it customized according to your organizational needs. You can also integrate other systems of your choice with a CRM. 


After the implementation process has been completed and the users have been able to use the system now it is time to get their feedback. The feedback further helps you to improve different procedures in your system and solving various issues.

Tech Implement has helped hundreds of businesses and industries in making their processes more efficient and ensured their remarkable growth with the CRM system. Contact us for free 15 min technical consultancy.