Friday 5 March 2021

CRM data migration: benefits and challenges

 



Ever heard of birds migrating to a new location because the old space had unsatisfactory conditions and was creating a lot of chaos for them? What do businesses do when they are fed up using CRM Softwares with limited benefits? Yes! You guessed it right! They also migrate and this entire process is called CRM migration. It refers to a process where businesses switch from an old CRM to a new CRM because of unfavorable conditions that existed in the old CRM. It is essential for businesses to have efficient automated customer support software or else it can cause huge losses to the company itself. 


Common challenges businesses face with helpdesk systems

  1. The software is not mobile friendly and cannot be accessed through any and all devices which reduces business efficiency. 

  2. Lack of assistance in implementation from your current CRM software company due to which there is an extra expense on third party implementation assistance.

  3. The CRM software is slow, leading to a loss of precious time and resources of your enterprise. Slow CRM systems tend to bring down the productivity as well as efficiency of your sales and support teams.

  4. Complicated UI of CRM systems can lead to increase in time taken by agents to resolve support tickets. 

  5. Lack of centralization of all the enterprise operations is leading to chaos and not letting enterprise operations run smoothly.

  6. The absence of efficient ticket scheduling, leads to unattended tickets.

  7. Not having an efficient and effective self-service portal in the CRM is leading to lower rates of customer onboarding .


Why Kapture is your best option 


Kapture is more than just a help desk ticketing system; it is a customer support automation software that incorporates multiple features like machine learning, omnichannel,etc. 

  1. Kapture’s CRM software comes with an assisted implementation that takes care of all the software implementation from the start of the purchase to till the complete implementation. And all of this is finished within 30-40 days. 

  2. Kapture has a round-robin scheduling process that makes sure no tickets go unattended this means you leave behind no tickets which in turn helps you create a positive brand image.

  3. Kapture CRM, driven by machine learning, enables self-learning in the CRM . When there is a new pattern in the tickets raised, this enables the software to learn the new pattern and cater to a customer query when a similar ticket is raised.

  4. Kapture’s omnichannel CRM integrates all your enterprise operations on a single platform, this not only increases efficiency but also lets businesses keep a better track of all the operational outcomes (it integrates channels like Gmail, Hangouts, Twitter, Facebook,etc all on a single platform).

  5. Kapture CRM adds context to customer support, helping you deliver quick, delightful customer experiences while reducing customer wait times significantly.

  6. Kapture CRM software is easy to use and has a very user-friendly platform that makes it more accessible to all kinds of customers.


Benefits of migrating to a new CRM software


  1. It helps you build better customer relationships


Since the enterprise is already aware of the problems caused by the old CRM they can now easily fix it by choosing a new CRM that caters to the needs in a more efficient way. This eliminates all kinds of trouble faced previously and improves customer relationships.


  1. Businesses can reap the benefits of using cloud


A lot of enterprises make a switch to new CRM systems because they want to migrate their data to the cloud. By switching to Cloud from traditional storage, businesses are able to save a fortune on data storage expenses. Kapture CRM not only allows businesses to increase their data security levels but also provides a more efficient platform to manage company and client data. Another added benefit is access to the data from anywhere and at any time.


  1. Helps in reducing company costs


Businesses invest so much in the infrastructure and hardware used for data storing. Switching to Cloud means the elimination of traditional forms of data storage like huge data centers that take up a lot of spending because of the maintenance itself. CRM Data migration to a cloud could save so much money for businesses that can be used elsewhere.


10 Tips for migrating to another CRM Software 


  1. Understand and analyze what is wrong with your current CRM software

  2. Make a list of things that you want in a CRM software

  3. Plan a budget for your new CRM data migration

  4. Train your employees upfront and help them adapt to the new CRM

  5. Eliminate unwanted data before migrating to a new CRM

  6. Compare prices of all available CRM Softwares

  7. Make use of trials and demos available for various CRMs in the market

  8. Make a feasible CRM migration strategy for your business before shifting to a new software

  9. Plan a trial run before you implement the new CRM software

  10.  Make sure you choose a CRM company that provides implementation assistance


CRM data migration can be a very tedious process but when you make the right choice nothing can stop your business from acquiring the title of  “the best customer service provider”. To know more about Kapture’s CRM software click here for a demo

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