This is the seventh and final article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise.
In this article, I will consider the 3rd Party options and partner expertise available to customers and consider the different migration tools and services that can be used.
Sage CRM, especially when integrated to a Sage accounting system, can become an increasingly attractive option for a customer who is starting to get anxious about the escalating total cost of ownership of their existing system and the facilities that it offers for integration. Whatever the drivers that lead a customer to plan to migrate their legacy CRM system to Sage CRM, probably the most important "component" that will determine the success for the migration will be access to skilled partner knowledge.
A customer will need to be sure that their partner and own IT team can demonstrate
In my previous articles, I have described basic approaches to data migration based on the access we have to the source data
But migrating data allows us to consider the other matters. It can be a huge opportunity to address questions of data quality; a big job in itself that needs to be done before carrying out the migration. Data quality has to be paramount with the obvious need to make sure that referential integrity is maintained. That is both that child records where necessary have valid foreign key information and that parental records have whatever necessary child records associated with them.
If you are a partner helping several customers migrate then you may well be happy to create tools (scripts and routines) to help in the process but where you do not want to face reinventing the wheel, you may wish to consider using a tool created by a partner.
Tools that I know that have been used for data migration projects are
Starfish ETL http://www.starfishetl.com/crm-migration/migrating-to-sage-crm
There are additional connectors such as Data2CRM available
Other partners such as Greytrix (https://www.greytrix.com/), My CRM Manager (http://www.mycrmmanager.com), Azamba (https://www.azamba.com/) and Qmulus (http://www.qmulus-solutions.com/) offer data migration consultancy. This list is not exhaustive and I am sure you will want to suggest others in the comments below.
Sage CRM 2019 R2: Migrating to Sage CRM