Data Migration and Integration

CRM frameworks have arisen as the undisputed center for client data, yet just 15% of organizations report full incorporation among their different client confronting frameworks. Business should track down more brilliant ways of interfacing these islands and oversee basic business information. Appropriately executed, reconciliation is a vital part of any effective client driven business.



Whether you need an initial data migration for a new CRM system or moving to a new platform, we are here to provide the solution for you on demand.

Data Migration

1.

Data Migration To Microsoft Dynamics 365

We are experts at performing data migrations and integrating CRM solutions with customer facing, back office systems and websites

2.

Accounting System Integration

Integrating accounting systems such as Great Plains with CRM solutions such as Microsoft Dynamics 365, Microsoft Navison allows finance forecasts to be built on actual pipeline data from the CRM system improving the accuracy and timeliness of forecasting resulting in greater confidence in the state of business.

3.

Data Conversion

We will assist with data conversion of legacy systems including small business CRM solutions such as Microsoft Access databases, Excel spread sheets, and Microsoft Outlook. Whether you need an initial data migration for a new CRM system or moving to a new platform, we are here to provide the solution for you on demand.

4.

Data View Conversion

We understand how to integrate data to create complete views of the customer