Hey everyone,

I've been researching the CRM migration industry before building anything. Recently I made a post asking everyone what some of their biggest pain points are and most manual parts of the process. So far from the responses I found that the actual data movement has been largely solved. The most consistent complaints have been field mapping, data cleanup and pre-migration decision making. From what I've read it seems pre-migration is the most underserved phase.

Some new questions I have:
-which roles or teams suffer from these problems the most and how frequently?
-how much time, money or project risk is created from these problems?
-Are there any workarounds or tools people use to make these problems manageable?

I really appreciate all the help and support I've gotten from this community. Thank you for all the responses and everything!

Hi everyone,

I've been researching the CRM migration industry before building anything and I'm trying to understand how consultants actually run these projects. If you've ever worked on CRM/data migrations (Salesforce, Hubspot, Zoho, etc.) I'd love to hear about your experiences.

Some questions I have:
- What are some parts of the process that really manual?
- What is your least favorite part of the process?
- What tools do you currently use?

If anyone knows anyone who has experience or knowledge in the field please let me know as well.

Thanks for the help!