Member Article

Smooth Migration to Insightly: Instructive and sampler guide

Businesses and non-profit organizations run more effective transactions, facilitate the complex and heavy-manual processes and manage their data with CRM solutions. However, this technology also serves as a mirror of the effectiveness or disability of sales, marketing and service performance. Suffering from ROI and customer loyalty decrease, business owners usually consider migrating to another solution.

Critical Arguments for CRM Switch

CRM migration became a mainstream, and many vendors find it as the only cure for low-quality performance. Thus, you may improve your business strategy or conduct staff trainings and solve this nasty issues. In case, it doesn’t help, take a look at this checklist

• your current CRM system is more than 5 years old
• it has only on-premise editions, and
• there are already more than 3 new versions
• your solution is limited in integration abilities and doesn’t support mobile apps
• the system lacks reporting and customer segmentation options
• database has no decent structure and suffers from inaccurate, irrelevant records

In case, you have more than 3 points of this listing, then you should look for a practical and useful alternative for migrating.

Insightly As a Reliable Choice for Breakthrough Performance

As long as CRM industry takes its beginning in the 1980’s, there are lots of various solutions with untold feature sets. However, the attention of SMBs and midsized organizations is chained by Insightly, an affordable and competitive cloud CRM.

Among the efficient features for process facilitation, this solution offers leads, customers, partners and suppliers records and interaction histories management. Your marketing and sales departments can share the documents and automate their daily round. Besides, all the records are linked for seeing the key contacts of each organization. Insightly offers a scope for customization and option to tailor reports for the specific needs. The system also integrates with social media and various add-ons, as well as support mobile apps. These are the critical reasons for giving preference to a migration to Insightly.

Pivotal Arrangements for Data Transfer

It is easier to say ‘we need to change our CRM’ that actually do it. However, the drawing up a step-by-step strategy will enhance this complex process. So, your migration to Insightly project should include such stages as

• Database refining and improving the records quality
• Revision of the business processes and, therefore, bringing up the advancement into company strategy
• Exploring the difference of current and desired CRM systems and setting up trainings for all users roles
• Selecting of the most appropriate migration manner and accomplishing the CRM transfer

Let’s take a bit detailed view of the stages mentioned above and learn more about successful migration to Insightly.

Improve the Condition of Your Records

The importance of a clean and accurate database should be underestimated. So, before initiating any migration activities, you have to refine your records, find and delete copies, as well as fill in the empty fields where is possible. Also, you shouldn’t neglect the data backup and save your records on the hard drive or another device for preventing files damaging or loss.

Deal with Strategy and Employee Trainings

The next step is to review your business processes and define the weak areas that require improvement. Then, you should explore the functions of Insightly and set up training for different user roles. It is a good practice to teach system administrators at the very beginning, and then marketing and support service managers, and sales reps.

Migration to Insightly: Reasonable and Efficient Modes

Data transfer can be accomplished in several different ways. The most traditional manner is CSV or Excel files import. You can do it by yourself or hire a freelancer. This switch requires a considerable amount of time, knowing the data mapping out process, as well as peculiarities of source and targeted CRM systems.

Another option is programming migration. It is more secure as long as your records are transferred via unique code. But this mode is quite long and costly. If you have no IT department, you have to hire a professional. And the expenses on the services of web developer may be far higher than your budget.

Those who have a tight budget and want to save time and efforts can take the advantage of a web-based solution Data2CRM. The service may perform your migration to Insightly in an automated way without coding, importing or side interference. You also can run a free demo and evaluate the SaaS in action.

The decision of changing your CRM is critical and requires sensible planning for the setting up a company, staff and budget of the rolling out project, choosing the suitable solution and data migration mode. If you have found that Insightly is the CRM for advancing your company, don’t play for time and start preparing your business for a switch.

This was posted in Bdaily's Members' News section by Natalie Khomyk .