Data Conversion and migration

Most implementations require data to be transferred from existing systems into the new CRM system.  The transfer of data may be a “one-off” exercise to migrate data from your old system, or the requirement may be for a routine transfer of data from another system e.g. a weekly transfer of account summaries from your accounting system into the CRM System.  Either way, RD Associates’ expertise combined with specialist software tools will enable these potentially complex issues to be resolved.

Many CRM solutions can also be integrated with other applications – such as accounting software, quotation modules, help desk etc.  For further details go to our Products page.