Before starting any CRM implementation Preparing for the transition work. A it is necessary to conduct a thorough assessment of current systems and data volumes in order to . A minimize risks and calculate all possible problems that may arise during the. A migration and integration process.
In the case of StickPeek, the preparatory. A phase was divided into several key steps:
assessment of current systems
We analyzed how the sales department. A works in amoCRM and what data is critical for daily operations. We also conducted. A an audit of production processes that are conducted in Wrike to understand what data and in what. A format should be transferred to Bitrix24.
The data volume assessment included a biased assessment of the volumes of data to be transferred: the number of clients, transactions, projects, tasks.
creation of detailed technical specifications (TS)
Together with the StickPeek team, a technical marketing directors email lists specification was developed for the sales department, which included all aspects of data transfer and system integration.
coordination of process stages
It is important to discuss and agree on all steps and stages “on the shore” in order to avoid misunderstandings and ensure their timely support.
And also identify those responsible for each stage to ensure a clear distribution of responsibilities and control over the execution of tasks.
mitigating the risk of underestimating labor costs
One of the key problems here may technical seo for wordpress be underestimation of the volume of work and labor costs, which will result in missed deadlines and the need to use additional resources.
How to avoid this : analyze processes more carefully and take into account all the little things. Because there are none in such a matter.
So, all assessments have been made, risks have been calculated, stages have been agreed upon. After that, it’s time to move on to data transfer.
Step 3. Transferring sales department data
Spoiler : transferring sales department data from amoCRM to Bitrix24 turned out to be a simpler and faster process compared to transferring production data due to the relative similarity of the systems.
However, even if you are faced with a similar vietnam data task, this stage also requires careful preparation and attention to detail.
Here’s how it can be done:
1. discussion of data structure
We started with a detailed discussion of all sales funnels, deals, and contacts with the StickPeek team.