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CRM Import Checklist

CRM Import Checklist for and Microsoft Dynamics 

Importing data into a CRM solution is easy ... right?  Well ... yes ... and no. Modern CRM solutions make it easier than ever to import data such as trade show leads, purchased lists or exports from other internal systems. But it is still easy to forget some steps and create duplicate records, miss valuable data, or make it almost impossible for your users to find what they are looking for.

Use the checklists from C5 Insight to ensure that you're following a consistent and proven process every time you import information into Dynamics CRM or  Or, if you're using a different CRM platform, use these checklists as a starting point to create your own.