Why do you want to change
Posted: Thu Feb 20, 2025 3:44 am
CRM change is imminent: 10 questions for a successful system migration by Carsten Lange , on January 8, 2024 AdobeStock_©-NeoLeo_900x527px_595711067 As a marketing manager, you know the importance of a Customer Relationship Management (CRM) system and how important it is to maintain and manage customer relationships. Now you're about to change your CRM system and you're wondering how you can ensure that the transition goes smoothly and expectations are met. We've put together a list of 10 questions to help you prepare for the system migration.
10 questions in advance for a successful data egypt cell phone number list synchronization or system migration: Question 1: the CRM system? The answer to this question will help you make the right decision for a new system. There may be specific features that your current CRM does not offer or it may be too expensive to maintain. Make a note of your reasons so that you can better weigh the benefits of a new system later.
Question 2: What functionalities do you ne? It is important that the new CRM system contains all the important features that your business requires. Make a list of the functions you ne and later compare them with the features offer by the new system. Find out more about CRM functions here: CRM Checklist: These are the 11 most important CRM functions Question 3: Do you have the infrastructure for the new system? Before implementing a new CRM system, you should make sure that your infrastructure is compatible.
10 questions in advance for a successful data egypt cell phone number list synchronization or system migration: Question 1: the CRM system? The answer to this question will help you make the right decision for a new system. There may be specific features that your current CRM does not offer or it may be too expensive to maintain. Make a note of your reasons so that you can better weigh the benefits of a new system later.
Question 2: What functionalities do you ne? It is important that the new CRM system contains all the important features that your business requires. Make a list of the functions you ne and later compare them with the features offer by the new system. Find out more about CRM functions here: CRM Checklist: These are the 11 most important CRM functions Question 3: Do you have the infrastructure for the new system? Before implementing a new CRM system, you should make sure that your infrastructure is compatible.