Preparing Your Data for a Major System Migration

Moving to a new Customer Relationship Management (CRM) solution can be an intimidating and costly process – but the best time to think about how to prepare your data for the move is well before you start implementation. In fact, it may be just about now!

In this session, we’ll talk about the data cleaning and preparation tasks organizations of any size can undertake internally to make their implementations less expensive and more successful. Attendees will leave with the actionable steps and readily-available tools they need to effectively ready their data for migration and keep it clean after implementation.

Location: Room 552 Date: April 29, 2022 Time: 8:00 am - 8:40 am Jenifer Alonzo