5 best practices for migrating to a new CRM
Migrating to a new CRM can be challenging, with risks of data loss and workflow disruption. Following five best practices can help ensure a smoother transition and protect valuable data. Proper planning and execution are essential to avoid common pitfalls during the migration process.
- ▪Switching CRMs can lead to significant problems, with up to 40% of migrations encountering issues.
- ▪Auditing existing data before migration is crucial to avoid carrying over duplicates and inaccuracies.
- ▪Creating a detailed field mapping document is necessary to ensure data is transferred correctly between systems.
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Tech Home Tech Services & Software 5 best practices for migrating to a new CRM Switching CRMs risks data loss and workflow disruption. These five best practices keep things on track. Written by Ritoban Mukherjee, Contributing WriterContributing Writer May 29, 2026 at 5:00 a.m. PT Allison Murray/ZDNETFollow ZDNET: Add us as a preferred source on Google.ZDNET key takeawaysYou can protect your data and pipeline during a CRM switch.There are five best practices to follow when migrating to a new CRM.A lot of time goes into the migration, but done right, it's worth the peace of mind.Switching your CRM feels straightforward until you're neck-deep in mismatched fields, duplicate contacts, and a sales team that can't log a call.
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