How to change a foreign CRM and not go crazy
Posted: Wed Jan 29, 2025 6:56 am
Switching from one system to another is a labor-intensive job. There is a lot to do: analyze needs, choose a suitable service, collect and download company data, upload it to the new system, configure and test it, train employees.
Transferring data from one service to another can take a lot of effort, nerves and time. Since the Megaplan training center regularly conducts successful implementations, we have collected several recommendations: what to pay attention to so that the "move" goes smoothly.
Who should I assign the task to?
A person who is well versed in the company's processes, familiar with the needs of your business, or has the authority to promptly involve such employees.
Where to start?
First of all, check what options are available for exporting your data from the existing system. The most universal format is an Excel table. There is also a way to migrate data using API, the developer will help you implement it.
Then it’s worth creating a map of the entities of your company’s processes and a checklist of data that is important to transfer.
What data must be transferred?
As a rule, the key information is the customer and counterparty database.
After all, the purpose of CRM is to help businesses work with clients by storing important information so that they don’t have to bother them with the same questions several times.
The second most important is the base of services and goods .
Don't forget about corporate documentation : work regulations, job ukraine whatsapp list descriptions. Particular attention should be paid to setting up processes, the company's organizational structure, and access rights to information.
But there is no need to transfer the history of closed tasks to the new system; such information is useless.
How can a CRM implementation specialist help?
Implementation specialists will help:
draw up an implementation and cost plan;
organize data transfer;
configure processes;
test and debug the system;
train employees.
* In Megaplan, an audit costs up to 6,000 rubles, training new users – up to 8,000 rubles, individual setup and debugging by the training center – up to 30,000 rubles.
What will you have to do yourself?
Export and prepare company data;
Set up integrations with external services: for example, for mailings, accounting, IP telephony.
How long does the "move" take?
Of course, everything is individual and depends on the request and the volume of work. The most common duration of implementation of our CRM is a week.
What will help you?
Map of the company's process entities and structure.
Checklist of what needs to be transferred.
Involvement in the process: delve into it, ask questions to your personal manager, take part in testing.
Mandatory training of all employees on how to work in the system.
What is the most difficult thing?
It seems that when organizing the transition to a new service, all the complexity lies in the technical aspects of data transfer. However, this is not so. There is an unobvious factor that puts moral pressure - the resistance of employees.
The fact is that people have developed certain professional habits over the years, which now need to be corrected in just a few days. Because of this, all managers have to deal with dissatisfaction. It is difficult and uncomfortable for employees to change their behavior. At first, more mistakes occur in work due to “replacement stress”.
How can this stress be reduced? Organize mandatory training.
Set aside a few hours of your working time and attend webinars. This will greatly speed up the adaptation process. Even if the CRM system seems simple, before you launch people into it, train them.
And be prepared for a decrease in their productivity at first after the transition. Mastering something new is never easy. You need to accept this fact and help people rebuild their workflow. For our part, Megaplan is always ready to help. We will be happy to answer any questions regarding the capabilities of our CRM, general and personal settings.
We have a cozy and friendly telegram chat for informal mutual assistance: https://t.me/ClubMegaplan . There, our employees and clients exchange experience of working in Megaplan. Sometimes the development manager or commercial director can directly answer your question there.
Transferring data from one service to another can take a lot of effort, nerves and time. Since the Megaplan training center regularly conducts successful implementations, we have collected several recommendations: what to pay attention to so that the "move" goes smoothly.
Who should I assign the task to?
A person who is well versed in the company's processes, familiar with the needs of your business, or has the authority to promptly involve such employees.
Where to start?
First of all, check what options are available for exporting your data from the existing system. The most universal format is an Excel table. There is also a way to migrate data using API, the developer will help you implement it.
Then it’s worth creating a map of the entities of your company’s processes and a checklist of data that is important to transfer.
What data must be transferred?
As a rule, the key information is the customer and counterparty database.
After all, the purpose of CRM is to help businesses work with clients by storing important information so that they don’t have to bother them with the same questions several times.
The second most important is the base of services and goods .
Don't forget about corporate documentation : work regulations, job ukraine whatsapp list descriptions. Particular attention should be paid to setting up processes, the company's organizational structure, and access rights to information.
But there is no need to transfer the history of closed tasks to the new system; such information is useless.
How can a CRM implementation specialist help?
Implementation specialists will help:
draw up an implementation and cost plan;
organize data transfer;
configure processes;
test and debug the system;
train employees.
* In Megaplan, an audit costs up to 6,000 rubles, training new users – up to 8,000 rubles, individual setup and debugging by the training center – up to 30,000 rubles.
What will you have to do yourself?
Export and prepare company data;
Set up integrations with external services: for example, for mailings, accounting, IP telephony.
How long does the "move" take?
Of course, everything is individual and depends on the request and the volume of work. The most common duration of implementation of our CRM is a week.
What will help you?
Map of the company's process entities and structure.
Checklist of what needs to be transferred.
Involvement in the process: delve into it, ask questions to your personal manager, take part in testing.
Mandatory training of all employees on how to work in the system.
What is the most difficult thing?
It seems that when organizing the transition to a new service, all the complexity lies in the technical aspects of data transfer. However, this is not so. There is an unobvious factor that puts moral pressure - the resistance of employees.
The fact is that people have developed certain professional habits over the years, which now need to be corrected in just a few days. Because of this, all managers have to deal with dissatisfaction. It is difficult and uncomfortable for employees to change their behavior. At first, more mistakes occur in work due to “replacement stress”.
How can this stress be reduced? Organize mandatory training.
Set aside a few hours of your working time and attend webinars. This will greatly speed up the adaptation process. Even if the CRM system seems simple, before you launch people into it, train them.
And be prepared for a decrease in their productivity at first after the transition. Mastering something new is never easy. You need to accept this fact and help people rebuild their workflow. For our part, Megaplan is always ready to help. We will be happy to answer any questions regarding the capabilities of our CRM, general and personal settings.
We have a cozy and friendly telegram chat for informal mutual assistance: https://t.me/ClubMegaplan . There, our employees and clients exchange experience of working in Megaplan. Sometimes the development manager or commercial director can directly answer your question there.