A CRM system without data is like an automobile without an engine – full of potential but not immediately useful. Atrio consultants have migrated millions of records into CRM to make CRM productive as soon as possible.

Dynamics CRM has a built-in data importing tool to migrate simple data sets. In this case, we assist you in setting up an import map and then enable you to import your existing data. In cases where there are many databases, large amounts of data, disparate data, and large amounts of historical information associated with data, such as with the case of ACT! notes/history, Atrio uses data migration tools such as Scribe Insight.

To accelerate data migration, Atrio uses templates developed based on its experience to migrate ACT!, Goldmine, Salesforce.com databases into CRM. In addition to popular contact management and CRM systems, Atrio has migrated data from flat files, Excel, Access, SQL and Lotus Notes.

Atrio consultants understand that there is more to migrating data from one system into another. Proper data migration makes integration to other systems easier and improve user adoption. Let Atrio’s consultants assist you in migrating data into CRM so that your system is setup correctly from the start.