Data Implemention Do's:
- Emphasize clean data. Develop data policies and management strategies for your new CRM implementation and stress the importance of following those policies beyond to your users.
- When it comes to data migration, analyze your data to figure out what's essential to your business processes. Then build your application to include only the data you really need. Don't just build an application to house everything expecting to discard excess data later.
- Create data maps for object relationships, field data types, and other requirements. Define points A and point B (and sometimes C through Z) of your data's interdependencies. You don't want your data to get lost thanks to a wrong turn!
Data Implemention Do's:
- Don't get lazy and create unnecessary requirements (validations) if something can be accomplished by developing better processes or by training end-users on proper procedures.