Data Migration and Integration

Data Migration and Integration

CRM systems have emerged as the undisputed hub for customer information, yet only 15% of businesses report full integration among their various customer-facing systems. Business must find smarter ways to connect these islands and manage critical business data. Properly executed, integration is a key component of any successful customer-centric business.
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Whether you need an initial data migration for a new CRM system or moving to a new platform, we are here to provide the solution for you on demand.

Data Migration

Data migration to Microsoft Dynamics 365
We are experts at performing data migrations and integrating CRM solutions with customer facing, back office systems and websites
Accounting System Integration
Integrating accounting systems such as Great Plains with CRM solutions such as Microsoft Dynamics 365, Microsoft Navison allows finance forecasts to be built on actual pipeline data from the CRM system improving the accuracy and timeliness of forecasting resulting in greater confidence in the state of business.
Data Conversion
We will assist with data conversion of legacy systems including small business CRM solutions such as Microsoft Access databases, Excel spread sheets, and Microsoft Outlook. Whether you need an initial data migration for a new CRM system or moving to a new platform, we are here to provide the solution for you on demand.
Data View Conversion
We understand how to integrate data to create complete views of the customer