Evaluate source CRM. Write extraction spec. Confirm with customer.
Write mapping proposal (source CRM to new CRM). Confirm with customer
Export or extract the data from CRM.
Transform & Cleanse
Ex: data type check
Import the cleaned data into the new CRM
Lifewood and customer perform validation checks to make sure no data was missed
CRM data migration in introducing new system, format and location for your data is part of our services.
We deliver delegate, promised services to clients. Approach us for better understanding of what we accomplished
Lifewood was beyond incredible to work with. Kerry and her team were meticulous in helping to transfer our data in a means that would work well for us, and spent an immense amount of time making sure that not only was the process mapped out prior, but that everything was transferred in the way we needed, and fixed if not with a very thorough review of the completed process and any slight editing needed taken care of expediently. Being two drastically different CRM’s, it was not an easy process, and they made my life as easy as possible during the stressful transition and did a flawless job. I would work with this company again without a thought, and wholeheartedly recommend them for anyone needing these services. This is a top-notch company both in customer service and in excellent, expedient, efficient and flawless work.
Andrew S., Rocky Mountain Exteriors
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