This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Remember data is one of the most important assets any company has, it's vital to understand the needs of the client and the role a consultant plays.
This blog is another in my series of basic Microsoft Dynamics CRM tips for sales professionals. Like me, you’re probably interested in importing Leads and Contacts into CRM for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done.
You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN'T ESCAPE ZOMBIE DATA!!!