5 Simple Steps to Prepare for a New CRM Platform
Media Cause
JANUARY 8, 2022
It’s no surprise that you want to migrate your donor data from your old or non-existing Customer Relationship Management (CRM) to a new one. As a best practice, make sure records are accurate and up-to-date before migrating data to your new CRM–– quality data beats fancy algorithms. In this guide, we’ll walk you through five steps you can take to prepare for migration day with your new CRM platform!
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