If you have existing customer data in spreadsheets or another CRM, we can work with you to migrate that data into Microsoft Dynamics CRM. We have experience with data migration from a number of different CRM systems, and can ensure you don’t lose any of your valuable data when you make the change.
Data Migration from Spreadsheets
We can provide you with pre-formatted spreadsheets which you can populate with your existing data, which we can then upload directly into Microsoft Dynamics CRM. We can work with you on the best way to clean up your data, or provide data cleanup as a service to ensure you start your new CRM with clean data.
Data Migration from another CRM
We have worked with CRM software for the past 20 years, and have a good understanding and experience of the structure of data in a number of different CRM systems. We are can talk through how to best move your data and business processes from your current CRM to Microsoft Dynamics CRM, ensuring you retain the key functionality of your current CRM, and full integrity of your data.
Migration from Dynamics 4.0, CRM 2011, 2013 or 2015 to CRM 2016
We can help you move smoothly from an old version of Dynamics CRM (on premise) to Dynamics CRM 2016 online or on premise, so you can take advantage of the new user interface and all the current features.