{"id":2889,"date":"2018-05-12T11:12:54","date_gmt":"2018-05-12T11:12:54","guid":{"rendered":"http:\/\/swiftcrm.com\/?p=456"},"modified":"2020-08-04T17:46:28","modified_gmt":"2020-08-04T17:46:28","slug":"switchtoswift","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/switchtoswift","title":{"rendered":"Switch to SwiftCRM"},"content":{"rendered":"
Switching to SwiftCRM is really just a few specific project-steps.<\/p>\n
If you are switching to SwiftCRM from a competing leads management software or CRM package, we recommend doing this on a Friday afternoon, so we have a concrete, specific switchover date. Once switched, it is paramount that no data is entered in to the old CRM, or you’ll “Fork The Data” i.e. have some deals in one system, some in the other.<\/p>\n
If you switch on a Friday with the data, we can schedule training for staff for Monday AM to ensure a smooth transition. Generally, what works best is to have a designated expert within the company to funnel all questions through. For the first few days, we expect a lot of questions and even welcome them – as we want the software to be truly useful, and the switchover as low impact as possible. People will be likely annoyed at times simply because of habits, but the sooner we get to new habits being formed, the sooner you’ll get to increased ROI.<\/p>\n
The steps are:<\/p>\n
Once we confirm the basic data integrity of your overall files, we can then proceed to setup of more advanced functionality within SwiftCRM, which is:<\/p>\n
How to reduce your CRM costs, increase ROI, increase functionality by switching to SwiftCRM, your instant sales dashboard and company intranet.<\/p>\n