Excel to CRM Migration
Successfully migrate your business from spreadsheets to a professional CRM system. Data cleanup, import strategies, and team adoption techniques.
Course Overview
Still running your business on Excel? This course guides you through the complete migration process to a modern CRM system. We've helped dozens of companies make this transition. You'll learn how to clean your data, map fields correctly, import without losing information, and get your team to actually use the new system. Includes templates and checklists developed from real migration projects.
What You'll Learn
- Data audit and cleanup methodology
- Field mapping and data transformation
- Import strategies and validation
- Duplicate detection and merging
- Team training and adoption strategies
- Post-migration optimization
Course Format
Duration
1-day workshop (6 hours)
Format
Live Online
Level
Beginner
Language
English
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