Underestimating the volume of work

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After transferring data from Wrike, the Client's tasks were completed: his team (production and sales) began working in one system, and all client data was transferred to Bitrix24.

This made it possible to both simplify and speed up interactions between departments, which had a positive impact on their productivity, the quality of lead processing, and the company's profits.


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Consider and do not repeat: the main mistakes in hungary consumer email list implementing CRM and how to avoid them
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.
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 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.