Data migration in a CRM project is far from a minor technical detail. It represents a vital phase that determines the trustworthiness of your operations, the validity of your decisions, and the initial credibility of your new system.
Overto approaches migration as a crucial strategic step that secures operational continuity, safeguards your data’s value, and builds the trust essential for unlocking your new CRM’s full potential.
Data migration in a CRM project is far from a minor technical detail. It represents a vital phase that determines the trustworthiness of your operations, the validity of your decisions, and the initial credibility of your new system.
Overto approaches migration as a crucial strategic step that secures operational continuity, safeguards your data’s value, and builds the trust essential for unlocking your new CRM’s full potential.
Analyzing data sources, detecting duplicates, outdated or critical records, and organizing core entities.
Detailed technical and operational planning, disciplined timelines, backup strategies, and defined roles and responsibilities.
Conducting cross-tests, validating master data, and performing functional and operational user acceptance testing alongside your teams.
Expérience terrain
Structuration CRM, gouvernance de la donnée métier et fiabilisation du pilotage opérationnel.
Bien’ici
Structuration CRM & architecture opérationnelle
Speechi
Fiabilisation du reporting post-acquisition
Mono 500
Pilotage commercial & structuration de la donnée
La Carte Française
Processus commerciaux & amélioration continue
Nous échangeons régulièrement avec des directions confrontées à des problèmes de fiabilité du pilotage, de structuration CRM ou de gouvernance de la donnée métier.
Structuration opérationnelle
Gouvernance de la donnée
Pilotage
