What is the provider’s support and availability?

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It is important that the new CRM system contains all the important features that your business requires. Make a list of the functions you need and later compare them with the features offered by the new system.

Find out more about CRM functions here:

CRM Checklist: These are the 11 most important CRM functions

Question 3: Do you have the infrastructure for the new system?
Before implementing a new CRM system, you should make sure that your infrastructure is compatible. Review the hardware and software requirements of the new system and make sure they are met.

Question 4: What data needs to be migrated?
Plan in advance what data will be transferred to truemoney database the new system. You may not need all the data you collect, which can reduce migration costs.

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A thorough introduction to a new CRM system ensures that all employees can use it effectively. Think in advance about how you will train your employees and make sure that training materials are available.

Question 6: What is the planned budget for the migration?
The costs of a system migration can vary and it is important to set a realistic budget. Compare offers from different providers and also think about possible additional costs such as training or support.

Question 7: What security measures are integrated into the new system?
Protecting customer data is critical for any business, so familiarize yourself with the security features of the new system and ensure that all necessary and required security measures are in place.

Read tips on the required implementation of the General Data Protection Regulation here:

Implementing GDPR: These HubSpot features will help you

Question 8: What is the integration with other systems like?