Easy CRM Migration Tips to Follow before Migrating to a CRM

Published on October 19, 2020
4 min read
Icon Saphyte Team
4 min read

Transitioning from manual to a semi-automated process is a big occasion. The excitement of looking for new and better ways to improve your business process will always be there. So does anxiety too. Data migration is a complicated process, and the possibility of something going terribly wrong is unsettling. That is why choosing amongst the best migration tools is important.

One of the best tools to support your transition and create a better data map is perhaps the CRM software.

CRM systems are built to support multiple users and store hundreds of contact records that need to be transferred without any possible loss. Customer relationship management (CRM) tools can also function as your all-around contact management tool.  The tool can also be used for your further streamline your sales process of your sales team and create better customer interaction interesting and effective.

The worry and anxiety of CRM data migration will always be there. To ease it up, here are some easy CRM migration tips to follow before the big step.

Choose between a Cloud-based or On-site System

Tech-savvy entrepreneurs are investing in automation technology is a trend nowadays. Whether it’s a CRM software, an email marketing platform, or any productivity tools. While reliable tools are now easy to find, businesses face a purchasing dilemma that cannot be avoided: are they going to opt for a cloud-based or an on-premise system?

If you want your team to be more mobile and effective, then choose a cloud-based system. Cloud-based systems provide you with more flexibility and can enable you to move effortlessly between from one phase to another during your sales cycle.  

Leverage Migration Tools for Automation

One of the common questions about CRM migration is: can the entire process be automated? This would depend on a lot of factors; however, every bit of automation is more than welcome.

Not only can CRM move amounts of your data faster and with ease, but they also cost significantly less than hiring consultants. Furthermore, you should be cautious with your choice of a migration tool. The process of switching to a CRM demands duplicate checking, plenty of audits and testing, so be sure that the platform of your choice covers it all. 

Include the Sales Team

Remember that your sales team are the forerunners of your business. As forerunners, they are the ones who will be using the software. So, you have to involve their input before going forward with the migration.

Though this decision comes straight from the top, it’s actually your dedicated staff that should hold the majority of the deciding vote. Your sales reps are will be using the platform on a daily basis, and having the tools that will make their daily tasks easier can be a big help in optimizing their performance.

Why you should migrate with Saphyte CRM?

Saphyte is a CRM platform that helps businesses and their sales team streamline all of their corporate activities and integrate them into one powerful platform. Saphyte has sales and marketing tools designed to improve business efficiency and productivity.

The software helps you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul. Besides that, here are some amazing advantages when you choose to migrate with Saphyte.

Saphyte has central communication tools fit for your sales team

Uncoordinated business processes can cause a lot of unnecessary aggravation and more time is wasted. Keeping everyone on the same page and on the loop makes them better informed and be equipped with up-to-date information. This will eventually reduce the risk of meaningless errors that can make your business look unprofessional.

A primary example of this is multiple calls from the same company. This happens when one of your leads is contacted twice by the same company but with different agents. This can make your organization seem disorganized and can annoy potential customers off.

A CRM system like Saphyte can help you avoid this type of situation by storing all of your related information and sharing information across your team. So, everyone will be informed about the progress of your sales with no redundant work.

Also, Saphyte has a Sales Hierarchy feature where your sales managers can assign different leads or prospects to your sales team. This will help your sales reps focus more on their tasks and easier for them as they move along the sales pipeline. The more focused your team is, the more they can build customer satisfaction.

Saphyte has Deals and Sales Management Tools

Saphyte is built Client Management and Sales Management tools to help you build an accurate and reliable base of customer information. These tools allow you to effortlessly organize, segment, and categorize all your contact information, check and reply to emails, schedule meetings, manage your team’s tasks, and manage your companies and deals – without leaving the platform.

Saphyte has productivity tools

To be productive and effective without having to spend so much is a dream come true. This is where the need for task automation comes into play. By automating your repetitive and manual tasks, you can change the way you do your business – and all for the better.

Saphyte can help you automate most of your manual processes. From workflow processes, to lead generation, automated email sending, and to automated email replies. You can now ditch some of your manual processes like manually scoring your leads, processing data, making a product catalog from scratch, sending emails individually, and so on.

Saphyte’s advantages don’t just end there. You can make personalized emails for your existing customers, create workflows that work around your business, and track emails you’ve sent to your clients. Every feature that your sales team could only dream of.

Saphyte has accurate Sales Intelligence and Sales Forecasting Tools

Business decisions are crucial in stabilizing your bottom line. However, creating such decisions is difficult and it does not involve guesswork. It involves processing reliable data. Sure, your separate Excel or Google sheets may work for a while, but effective business decisions involve accurate data – and doing it the old-fashioned way will never work.

Saphyte can revolutionize and equip your business better for the future through its Sales Forecasting and Sales Intelligence tools. These tools can help you create data-driven and intelligent business decisions for you and your business.

The Sales Intelligence tool can help you gather and organize all information in regard to a client. Saphyte’s system in return then processes said information, automatically analyzing your collated data, and creates easy-to-understand visuals for reporting. The graphs are helpful when you need to adjust some of your strategies in order to improve your sales and marketing process.

Sales Forecasting is a tool you can use to create an accurate estimate of your future sales. This tool can take more time because you have to build imperative and precise data first. Hence, the reason why you should start investing in a productive CRM at an early convenience.

As you go further, Saphyte CRM can give you an accurate forecasting insight. This, in turn, can help you create keen business decisions, and mitigate your future losses. The better decisions you make along your sales cycle, the faster you can improve your business’s sales performance.


Lastly, Saphyte CRM is an inexpensive and non-complicated option for a CRM migration solution. Saphyte is a cloud-based CRM SaaS web platform. You don’t need to install the platform into your local computer. Hence, saving you from investing in new storage equipment and hiring IT personnel. All you need is a browser and a reliable Internet connection.

Furthermore, Saphyte has pay-as-you-go subscription monthly plans. No lock-in period. Cancel anytime. Every subscription plan is complete with a free demo and product training. No set-up fees, no extra or hidden charges, and 24/7 customer support availability. Whether you’re a small business or an enterprise, the right CRM migration tool is always crucial. So contact us for a free demo. Or start your trial period starting today with this CRM system Dubai. For free.

February 15, 2021