Consider and do not repeat: the main mistakes in implementing CRM and how to avoid them

[nusaiba125]

The process of implementing Bitrix24 at StickPeek revealed several key errors, the elimination of which became a good experience for us.

And we recommend that you take this experience into account and not repeat it.

1. Underestimating the volume of work
This became critical when transferring data from Wrike and led to delays in implementation.

How to avoid this : Carefully assess data volumes at the initial stage of the project. Conduct a detailed audit of all systems from which data is planned to be migrated and determine the exact number of records, tasks and other elements.

2. Incorrect selection of tools for data transfer spain consumer email list and integration
Attempts to use various connectors (Albato and API) did not bring the desired result, which complicated the process several times.

How to avoid this : When preparing for the migration, study the entire pool of available tools and connectors, be sure to test them on small amounts of data to make sure that these services make sense for your case.

3. Not having a prepared “Plan B”
Insufficient preparation of data migration tools and time constraints became a problem. Manually migrating a significant amount of data took a lot of time and resources.

How to avoid : Develop a detailed action plan for each stage of implementation. Make sure you have all the necessary resources and tools to automate the process. Prepare the team for possible difficulties and delays, calculate the risks and prepare a work plan for when “something goes wrong”.