30 Tips From Microsoft On Moving Your Data Into A CRM Part I
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Transcript of 30 Tips From Microsoft On Moving Your Data Into A CRM Part I
![Page 1: 30 Tips From Microsoft On Moving Your Data Into A CRM Part I](https://reader036.fdocuments.in/reader036/viewer/2022070317/5562f2f6d8b42ab47d8b5632/html5/thumbnails/1.jpg)
30 TIPS FROM MICROSOFT ON MOVING YOUR DATA INTO A CRM PART I
![Page 2: 30 Tips From Microsoft On Moving Your Data Into A CRM Part I](https://reader036.fdocuments.in/reader036/viewer/2022070317/5562f2f6d8b42ab47d8b5632/html5/thumbnails/2.jpg)
Define the word ‘integration” so everyone in your company understands it
TIP # 1
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Assume that people don’t understand and need more explanation
TIP # 2
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Have a common goal and stick to it
TIP # 3
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Aggregate your data in stages, not all at once
TIP # 4
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Have milestones along the way with metrics to monitor the results
TIP # 5
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Know that your budget may not include 100% of the costs (there are always hidden surprises)
TIP # 6
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Be open about the possibility of outsourcing certain functions
TIP # 7
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Clearly understand each of the systems involved in your integration project
TIP # 8
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Reality often varies from the documentation
TIP # 9
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Anticipate inconsistencies
TIP # 10
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Many integration tasks are one-time events
TIP # 11
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It may be more cost-effective to bring in an experienced installer
TIP # 12
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You can’t get where you’re going unless you’ve carefully mapped your way there
TIP # 13
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Involve stakeholders every step of the way
TIP # 14
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Bad data discourages user adoption
TIP # 15
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