5 Best Practices For Migrating To A New CRM
ZDNET, Friday, May 29th, 2026
Follow five key practices to protect data and workflows during CRM migration.
CRM migrations often encounter significant problems including data integrity failures and field mapping errors, but these issues are preventable through careful planning.
The five best practices are: auditing existing data to eliminate duplicates and stale records, creating detailed field mapping documents to ensure data translates correctly, running test migrations before going live, establishing roles and permissions intentionally before deployment, and training teams on new workflows before launch.
While CRM migrations require substantial upfront time investment, proper execution prevents costly data cleanup, team frustration, and pipeline visibility issues that can persist for months after a poorly planned transition.