Map the current process
Document how enquiries arrive, who responds, how work is approved, and how invoices or payments are recorded.
YOUR NEXT BUSINESS MOVE
Prepare for a CRM migration
A useful migration starts with the workflow and the records you actually need.
01
Work through the essentials.
A useful migration starts with the workflow and the records you actually need.
Review the data
Identify sources, duplicates, required fields, permission records, retention needs, and export options. Keep sensitive records out of public demos.
Define acceptance
Agree a limited pilot, user roles, import checks, recovery, exports, and support. Confirm the system is production-ready before moving business records.
02
Turn the review into a decision.
Use a short written checklist so important details are not lost.
Document the assumptions
Record the information used, what is confirmed, and what still needs an answer. Keep estimates distinct from the final agreement or production behaviour.
Ask for a complete scope
Identify the work, costs, responsibilities, dependencies, and ongoing support. Compare the whole arrangement instead of one attractive feature.
Verify the practical journey
Use an appropriate sample workflow to confirm that the chosen setup can do what the team needs. Financial and provider settings should be approved by the responsible party.
Keep exploring.
Read your merchant statement
Separate transaction activity from the charges that affect your total cost.
ExploreInterchange-plus explained
Understand the difference between the underlying payment costs and the processor markup.
ExploreFlat-rate processing explained
A simple headline still needs a clear definition of eligible transactions.
Explore