Migration

Overview

We offer a fully project managed consultancy programme specifically for GoldMine migration to Microsoft Dynamics CRM Online.

As with any system migration we recognise the need to minimise business disruption and keep the costs down. And we understand that moving to a more powerful and flexible solution can present challenges to users and impact adoption.

The ConciseCRM programme caters for both data migration and the necessary professional services to get you up and running quickly. It supports business continuity and provides a system that you can grow with, not out of.  By using our pre-built data migration scripts you will save time, effort and money. 

Our programme also ensures that your Microsoft Dynamics CRM solution is deployed in a way that will reduce the learning curve for users. Your system will be migrated efficiently and your team will be able to quickly, willingly and readily adopt Dynamics CRM. We then work with you and support you to ensure that you fully leverage the power and efficiency of Dynamics CRM going forward.

Data migration capability

GoldMine data Included?
Company records
Contact records
Additional contacts
Scheduled activities (pending)
Completed activities (history)
Notes
Forecasted sales
Linked Documents
Email
Email attachments

Project milestones overview

Summary

The Concise CRM GoldMine to Dynamics CRM migration programme is designed to make your transition to Dynamics CRM faster, easier, effective and more cost efficient. A dedicated Concise CRM consultant will work with you throughout the entire process to ensure that everything runs smoothly.

Please contact us to discuss your requirements.