Tag Archives: migrate customer data

How Migrating Customer Data from Legacy CRM to Salesforce is Like Moving to a New Home

After returning from Dreamforce, I learned that two of my friends were moving to new homes. They used different approaches to moving their belongings and had vastly different experiences once they moved in. This made me think of the different approaches companies use when migrating customer data from a legacy CRM system to Salesforce and the impact these approaches have on their user experience when they go live.

One friend, let’s call her “Jane” is not the most organized person. Her goal was to get her family’s belongings into the new house as quickly as possible. Room by room, they packed all of their belongings into boxes and shipped them to their new home.

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