The backbone of any business is how they manage and satisfy its customers. In doing so, CRM tools play a huge role. When your business grows and has newer requirements, you must migrate your CRM from one to another. You must use the best CRM data migration tools to make the process quick, hassle-free, and efficient without losing crucial customer data.
If you are a business looking to find the best CRM migration tool in 2023, we bring you the best solutions in the market now. With these tools, you can carry out the CRM migration process without losing, manipulating, or recreating the data.
Before we start, let’s try to understand the following:
What is CRM Migration? Why is it needed?
CRM data migration is a simple process of moving CRM data from one platform to another.
This process may sound quite simple, but multiple steps involve data mapping, reformatting, data transfer, etc.
The migration has pre and post-steps, like planning, creating backups, testing for quality, and more.
There are several reasons you may want to switch to a new CRM platform, and a few of them are given below:
- When your business grows, you need to scale up your technology platforms, too, and if your current CRM platform cannot scale, you must choose a new CRM solution.
- If your current platform cannot support you or you need a better platform, you need to migrate to another CRM platform.
- Another reason is the lack of features and benefits the current CRM platform offers when better CRM tools are out in the market.
- When you believe you are not receiving fair value for the money, you invest in the current CRM tool.
Why should you use CRM migration tools?
Migrating your data from the current CRM to a new, better one is always challenging. It is impossible to do it manually. Hence, there are CRM migration tools that help you manage this extensive migration process.
These tools help you in various ways to ensure that the migration process is streamlined and does not result in any data loss, falsification, or manipulation.
Benefits of using CRM migration tools
There are numerous advantages to using CRM migration tools for your business. Here are the essential benefits.
With the help of CRM migration tools, you can quickly carry out the migration process. This is important for a business that relies on CRM to serve better and retain its customers.
When you migrate from one CRM to another, there are bound to be downtimes. While it may be hard to eliminate downtime, you reduce the duration with the help of top migration tools.
When you try to migrate your CRM manually, the chances of human errors are high. However, with the help of adequate tools, you can ward off these errors for an error-free CRM migration. This allows you to improve data quality across your systems.
How to choose the right CRM migration tool?
Choosing the right data migration tool can be cumbersome for organizations. However, here are a few things that you can check and come to a decision:
Ensure that the data migration tool is compatible with the source system. Check that it supports the file formats, databases, and operating systems of both the source and target systems. Some data migration tools may not work with certain software versions or require additional installation.
For example, some tools may support continuous data migrations from one on-premise system to another and may not work with the cloud-based destination.
So choosing data migration solutions that offer data integrity and meet your requirements is essential.
Different data migration tools are optimized for different types and volumes of data. Consider the type and volume of data you need to migrate, and choose a tool that can handle it efficiently.
Some tools may be better suited for structured data like databases, while others may be better for unstructured data like documents.
The performance of the data migration tool is critical to the success of the migration. Consider the speed of the migration and the impact it will have on the source and target systems.
To optimize performance, check for features like significant data protection, parallel processing, incremental migration, protection against duplicate records, and compression.
Data migration projects involve moving sensitive data, so security is a critical factor to consider. You need to look for tools that offer data encryption, secure data transfer protocols, and support for compliance standards like GDPR and HIPAA.
Data migration tools vary in cost, so it’s essential to consider the total cost of ownership when choosing a tool. Your data migration software should offer transparent pricing and consider the cost of any additional features or support services.
Migrating CRM can be complex and challenging, so choosing a data migration tool with adequate support and documentation is crucial. Look for data migration tools with comprehensive documentation, tutorials, and responsive customer support.
5 Best CRM migration tools in 2023
If you are looking for a reliable CRM migration solution, here are the five best CRM migration tools of 2023.
You can check and choose the one that matches your requirement.
Syncari can be your go-to data migration tool, as the brand offers many features and maintains proper data quality. You can replicate data from various real-time sources and get fast data transfer.
Our teams at Syncari know that time is money; hence, they complete the advanced data migration in a few weeks rather than wasting your time.
Syncari is a no-code platform. Hence, you don’t have to be technically savvy to work around this data migration tool.
- You can use Syncari for both data transfer and integration. It is a one-stop tool to integrate with various databases and migrate data.
- It unifies customer data across multiple CRMs from various business tools and reduces the tech stack of businesses.
- You can use Syncari to analyze and manage data across your GTM stack.
#2. AWS Database Migration Service
The AWS Data Migration Tool is a fully managed service that helps organizations migrate their data to and from the AWS Cloud quickly, securely, and with minimal downtime.
It supports various data sources and targets, including relational databases, NoSQL databases, and data warehouses. It also offers several migration methods, including one-time migrations and continuous replication.
This AWS data migration tool simplifies the data migration process by automating many of the manual tasks involved, such as:
- Schema conversion
- Data migration
- Ongoing replication
It also provides real-time monitoring and alerts to ensure that the migration process is successful.
- It automates data migration project planning and streamlines the database and analytics fleet transfer to the cloud.
- AWS data pipeline offers a Snow product line with which you can transfer the data in and out via offline methods.
- It supports homogeneous and heterogeneous migrations, meaning you can move data between similar and different database providers.
#3. Microsoft SQL Server Migration Assistant (SSMA)
Microsoft SQL Server Migration Assistant (SSMA) is a tool that simplifies the process of migrating databases to SQL Server from other database management systems.
You can migrate data from multiple data sources and can migrate both the schema and data, including the creation of tables and other database objects.
SSMA automatically maps data types, provides customizable conversion rules, and generates an assessment report to identify potential issues before the migration begins.
Overall, SSMA is a comprehensive tool for organizations looking to migrate their databases to SQL Server.
- This tool can analyze on-premise SQL Server instances migrating to Azure SQL databases.
- It identifies the partially supported or unsupported features used on the SQL Server intensely from the source.
- If there are any behavior changes and deprecated features, SSMA detects these issues.
Hevo is a cloud-based data migration tool. It is a no-code data migration platform that simplifies the CRM migration process from legacy systems to modern CRM solutions.
This database migration tool provides over 150+ connectors and can migrate into data warehouses, databases, and other analytic tools.
Hevo overrides the auto schema mapping and allows you to preload transformation. You can also monitor the workflow regularly to ensure that the data transfer process is smooth.
- Hevo supports preload and post-load data transformation.
- It supports three ingestion models: table, log-based, and custom SQL.
- Hevo offers automated schema management, which will sync your data destination irrespective of any changes in the data source.
#5. Stitch Data
Stitch Data is an ETL (extract, transform, and load) tool that helps you transfer data across various platforms without limitations. It prepares data for analysis and connects with more than 130+ sources.
Stitch Data can also extract and load structured data from different sources, like databases and spreadsheets.
You will get to execute your entire analytical dataflow into a single connector. The best part about using Data Stitch is that it requires no coding experience.
- It supports various popular databases like SQL Server, MySQL, PostgreSQL, Amazon Redshift, and Oracle.
- It offers more than 130 connectors.
- It automates the data ingestion process.
Conclusion: Choose Syncari for flawless CRM migration or sync
Syncari is a comprehensive CRM migration solution that helps businesses execute faster data migration without coding. Our data migration tool can process large data volumes and complex hierarchical structures like XML, EDI, and JSON.
Our data migration solution offers fast data transfer, in-built data quality assessment, and automation of customer data without any dysfunction. As a result, many organizations have trusted Syncari with their data migration processes, as we also have a shorter learning curve.
With the help of Syncari, you can ensure reliable, efficient, and accurate CRM data migration by leveraging its impressive features.
Say goodbye to all hassles of CRM migration with our powerful software. And the best part is that you can get a free trial now to see how our tool can help you migrate necessary data from one CRM to another trouble-free.
So what are you waiting for? Get a free trial now and enjoy unlimited connections, cross-system logic, and unlimited unified records.