SherWeb's 20-hour Advanced Migration Service provides you with a dedicated team member who will assist you in the export and import of previous data into your CRM implementation.
- Discovery session to analyze and understand the scope of your data migration needs
- Assessment stage (optional) - If there are any constraints, an assessment will be made and a proof of concept provided before any further steps are taken with the migration process
- Statement of Work
- Development of your CRM to accept data from your previous system
- Exportation data assistance - Please note that a project manager will confer with your third party solution, however additional costs may be leveraged from your current provider
- Data cleansing
- Data import via Microsoft Data Migration Manager
- Data validation to review the data migration process and sign off on the Statement of Work
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