Anyone have experience migrating a CRM between companies?
I’m looking for feedbacks on the best way to migrate a CRM platform from one company to another without losing important contacts, notes, activities, or deal history. If you’ve been through a CRM transition during an acquisition or carve-out, I’d love to hear: - What tools or platforms you used for the migration -How you ensured clean data transfer (contacts, pipelines, emails, tasks, etc.) - Any pitfalls to avoid or best practices for minimizing disruption - Whether there are recommended automated solutions vs. manual exports/imports Appreciate any insights ..