Data migration

integrate more systems
engage more customers

Data migration

integrate more systems
engage more customers

Data migration made easy

CRM-UK have been providing CRM Data Migration services for over 20 years.  Data Migration is second nature to us.  There are many things we can do to help make your data management more efficient, more robust and more effective.

We take time to understand your customers, your partners and staff user journeys to make sure we are migrating to the most efficient data structure for you.  We will design a data structure for you that is easy to use, efficient to maintain and provides you with the data management needed to run your business efficiently.

39

systems integrated

Mercedes Benz Case Study

Custom fields
We will take time to define custom fields that align with your terminology, ensuring your CRM installation is easy to maintain.

Data cleansing
Many businesses are run from excel spreadsheets or a variety of legacy systems that are not always maintained.  We can work with you to migrate, consolidate and clean your data so it is much more effective.

Data formatting
Every successful CRM set up has a great data format.  theCRM is unique with it’s flexible omni-centric database, this means we do not have to set up your data format so it fits with our CRM’s design.  We can set up theCRM with no clunky system compromises in the ideal data format for your business.

Synchronisation and integration
Why waste resource manually duplicating data and creating errors when you can synchronise and integrate?  Integrate internal or external systems to sync your contacts, emails, calendars, SMS, resources, products, projects or anything with theCRM Integration.

Test
We always set up test versions so you can be sure your migration will be successful.  When you are happy we will activate our shared migration plan and go-live with your new CRM system.  Your team can then enjoy having the right data at their fingertips, making it much easier to deliver more success.

Data migration made easy

CRM-UK we have been providing CRM Data Migration services for over 20 years.  Data Migration is second nature to us.  There are many things we can do to help make your data management more efficient, more robust and more effective.

We take time to understand your customers, your partners and staff user journeys to make sure we are migrating to the most efficient data structure for you.  We will design a data structure for you that is easy to use, efficient to maintain and provides you with the data management needed to run your business efficiently.

39

systems integrated

Mercedes Benz Case Study

Custom fields
We will take time to define custom fields that align with your terminology, ensuring your CRM installation is easy to maintain.

Data cleansing
Many businesses are run from excel spreadsheets or a variety of legacy systems that are not always maintained.  We can work with you to migrate, consolidate and clean your data so it is much more effective.

Data formatting
Every successful CRM set up has a great data format. theCRM is unique with it’s flexible omni-centric database, this means we do not have to set up your data format so it fits with our CRM’s design.  We can set up theCRM with no clunky system compromises in the ideal data format for your business.

Synchronisation and integration
Why waste resource manually duplicating data and creating errors when you can synchronise and integrate?  Integrate internal or external systems to sync your contacts, emails, calendars, SMS, resources, products, projects or anything with theCRM Integration.

Test
We always set up test versions so you can be sure your migration will be successful.  When you are happy we will activate our shared migration plan and go-live with your new CRM system.  Your team can then enjoy having the right data at their fingertips, making it much easier to deliver more success.

“CRM-UK were incredibly understanding and accommodating during implementation as we changed our minds from a hosted solution to an on-premise solution which allows us to integrate with our Kerridge system for accurate pricing updates.”

Kevin Flint, Sales and Marketing Manager

Neville Lumb Case study

Get in touch!

We'd love to help you achieve more

Get in touch!

We'd love to help you achieve more