Data migration is often one of the most complex and critical components of Customer Relationship Management (CRM) implementation projects, especially when moving data from legacy systems. A poorly executed migration can lead to data loss, overlapping, and inaccurate reporting. On the other hand, a well-planned migration ensures that your business has access to accurate and clean data from day one.

In this blog post, we’ll explore the essential tips and best practices for effectively migrating data from legacy systems to a CRM (in this article we are focusing on Salesforce.com CRM) without losing critical information. We’ll cover key steps to follow, challenges to anticipate, and strategies to minimize risks throughout the data migration process.