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Data Migration

Migrating current data is generally the most concerning part of adding a new CRM. Relax, eSalesTrack makes it easy!

How to Free Your Data

With eSalesTrack, much data migration is a simple process. However, the more data you have, the more chance that the process will be complex. Here we introduce the basic concepts of data migration.

Simple Migration:
For small enterprises with a few straightforward sources of data (Excel files or basic text output from contact managers), a simple export and import is often all that is needed.

Advanced Migration:
When working with multiple data silos (data storage locations) and a broad selection of data, an understanding of the principles of data migration can help.

Fundamentals of Data Migration
(for use with multiple data silos)

1. Formulize the data management: Establish a data manager who has the final say in data management topics. The definitions should re re-addressed and updated over time, and data maintenance rules and policies should be implemented.

2. Map destination data: Create an integrated data model that includes rules for the data.

3. Map source data: Determine what data exists, where it is at, and analyze it for key elements, formats, how often it is updated, any data errors, inconsistencies, omissions, or duplications.

4. Map the data migration: With source destination data models, define the data changes that need to happen.

5. Migrate the data Modify the data according to the map, and import it into the eSalesTrack system.

For small enterprises with a few straightforward sources of data (Excel files or basic text output from contact managers), a simple export and import is often all that is needed.

Related Resources

Most likely, your data currently resides in what CRM professionals call data "silos": stand-alone, disconnected containers of your data. Lead generation, sales figures, customer information, and other information is disconnected and in separate systems. How can you bring them together?

Data Migration

With eSalesTrack, much data migration is a simple process. However, the more data you have, the more chance that the process will be complex. Here we introduce the basic concepts of data migration.

Partner Programs

At Soleran, we recognize that eSalesTrack would not be successful without the valuable contributions of our dealer network and technology, service, development, and training partners.

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With eSalesTrack, sales training becomes an ongoing coaching activity that is always available and targeted to the needs of the moment.

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