30 TIPS FROM MICROSOFT ON MOVING YOUR DATA INTO A CRM PART I

Define the word ‘integration” so everyone in your company understands it

TIP # 1

Assume that people don’t understand and need more explanation

TIP # 2

Have a common goal and stick to it

TIP # 3

Aggregate your data in stages, not all at once

TIP # 4

Have milestones along the way with metrics to monitor the results

TIP # 5

Know that your budget may not include 100% of the costs (there are always hidden surprises)

TIP # 6

Be open about the possibility of outsourcing certain functions

TIP # 7

Clearly understand each of the systems involved in your integration project

TIP # 8

Reality often varies from the documentation

TIP # 9

Anticipate inconsistencies

TIP # 10

Many integration tasks are one-time events

TIP # 11

It may be more cost-effective to bring in an experienced installer

TIP # 12

You can’t get where you’re going unless you’ve carefully mapped your way there

TIP # 13

Involve stakeholders every step of the way

TIP # 14

Bad data discourages user adoption

TIP # 15

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