What does migrating to SugarCRM mean?
A CRM migration refers to moving your data from your current CRM system to another piece of software. It’s important that you evaluate your data when migrating to a new CRM and check if there’s any information you need to change, update or even delete. Most CRMs are modular, which means you can easily organise your data based on the modules inside your old CRM and SugarCRM. Migrating to SugarCRM will give you access to cleaner data and more functionality.
Through thorough research, we’ve discovered that one of the biggest things that put businesses and individuals off buying a CRM is the migration process. We understand that it may seem like a daunting task, but we’re here to support you with your migration to SugarCRM.
At enable.services we’ve been CRM experts for over 15 years. We know that it’s not as simple as moving from one CRM to another; that’s why we spend time safely transferring every bit of information you need into SugarCRM. Our specialists ensure that you understand the different modules, fields, and relationships in SugarCRM so that your data is in the best places for you and your team’s access. We make sure that your migration to SugarCRM is as seamless as possible – even if you’re looking for a completely hands-off approach.
Why migrate to SugarCRM?
SugarCRM gives you a clear picture of each customer without all the headaches and hassles that come with traditional CRMs. The platform is highly flexible, scalable, and extensive for marketing, sales, and customer service solutions. SugarCRM’s next-generation automation means you get more insights and less manual work. According to Softtext, 73% of customers say customer experience is an important factor in their CRM purchasing decisions. enable.services understand that customer care does not end when the contract is signed and products or services are delivered – that’s why we use SugarCRM in-house too!
Compared to most traditional CRMs, SugarCRM is a game-changer because of its endless list of features. SugarCRM features:
- Quote management
- Reporting and dashboard
- Sales forecasting
- Customisation and configuration
- Mobile app
- Campaign management
- Multilingual and multicurrency support
- Project management
- Integrations and more
How we help you data migrate to SugarCrm
Discuss requirements and prepare for migration
By bringing together your CRM end-users and decision-makers, we can determine what you expect to achieve with SugarCRM. We spend time understanding what processes you’re looking to improve and how your data can work better for your business using SugarCRM.
Backup your data
There’s no such thing as being too cautious when it comes to data. You should create a backup of all your information before proceeding with any CRM migration. The likelihood is, you won’t lose any of your data, but it’s better to be safe and have peace of mind. At enable.services, we do backups four times a day to ensure that your data is always secure.
Create a timeline
When dealing with data migration, we understand that it’s important to create a dated plan beforehand that works for us and your business. Working in sprints means taking regular breaks and reflecting on what we’ve done to ensure the data migration is always of the best quality.
Test data before migration
We understand how important it is to test our work, especially before doing something as large as data migration. We always make sure to run a couple of tests before migrating all of your information. You can always rely on enable.services to keep your data safe.
Get your new system ready for launch
After the testing phase and matching up all of your information to the relevant modules and fields, your data migration will be complete. This means your SugarCRM system is ready to use, and you haven’t had any of the migration stresses. Our team has done plenty of CRM data migrations in the past, so you can trust us through the entire process with minimal involvement.
Looking to migrate your data to SugarCRM? Get in touch for a free consultation.
