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ZDNET key takeaways
You can protect your data and pipeline during a CRM switch.
There are five best practices to follow when migrating to a new CRM.
A lot of time goes into the migration, but done right, it's worth the peace of mind.
Switching your CRM feels straightforward until you're neck-deep in mismatched fields, duplicate contacts, and a sales team that can't log a call. I've seen businesses treat a CRM migration like a simple data export, only to spend months untangling the fallout.
Also: The best CRM software 2026: Expert tested and reviewed
That confidence tends to disappear fast. According to one analysis by Vantage Point, up to 40% of CRM migrations encounter significant problems, from data integrity failures to field mappings that silently corrupt your reporting. But those problems are preventable. The five practices below won't eliminate every headache, but they'll keep the serious ones from derailing your rollout.
1. Audit your existing data before you move anything
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