At this stage, the technical specifications must . A include a list of all steps and actions (in sequence) required for the transfer.
In the context of the case, special attention. A was paid to creating missing fields in Bitrix24 to ensure that the data matches the. A amoCRM structure.
Using automation to migrate data
To automate the work. A we used an sales marketing directors, managers email lists application. A from Bitrix24 Market, which significantly. A accelerated the process: with its help. A we were able to transfer . A more than 6 thousand transactions, while preserving all the important fields and the history of interaction.
Tip : Use automation and its . A capabilities in all. A convenient and relevant situations.
4. creating missing fields and structure
As noted above, during. A the technical seo can also help improve transfer process we created missing fields in Bitrix24 to ensure full compliance with the data structure from amoCRM.
In particular, we are talking about additional fields for contacts, transactions and other elements that were not provided for in the standard Bitrix24 configuration.
5. adding links to deals in AmoCRM (cross-linking):
For the convenience of employees, we have added links to transactions in amoCRM to the corresponding records in Bitrix24.
This made it easier to get started with the vietnam data new system and quickly go to old records in amoCRM if there was a need to check any information.
Tip : This step is necessary to ensure the continuity of the sales department and minimize disruptions when switching to a new system. We recommend using this life hack in such a situation.
6. connecting messengers and cloud PBX
As part of the transfer process, instant messengers for communication (Telegram and WhatsApp) and a cloud PBX were also connected, which made it possible to centralize all communications in one system.
Tip : This way you can improve interaction with customers and simplify the work of sales managers by providing them with convenient tools for interaction.
In our case, the third stage showed how important it is to have a clear understanding of the data structure and use modern tools to automate tasks when migrating to a new CRM system.