30 TIPS FROM MICROSOFT ON MOVING YOUR DATA INTO A CRM PART II

Cleaning data properly requires multiple passes, processes, and vigilance

TIP # 16

You’ll be more efficient if your processes can serve you again and again

TIP # 17

Break the project down into manageable tasks and prioritize

TIP # 18

Be careful to only make changes that will survive the next vendor upgrade

TIP # 19

Use APIs wherever and whenever possible (this creates flexibility)

TIP # 20

Resist achieving performance increases by going “directly to the data”

TIP # 21

Exercise caution when deciding to replicate data instead of integrating it

TIP # 22

When you must replicate, include an intermediary quality assurance step so you don’t transfer bad data

TIP # 23

Manage your user’s response to your system first and foremost (it’s valueless unless they use it)

TIP # 24

Find champions within the user base to help promote your cause

TIP # 25

Commitment to specific results is critical, but remember that preserving some agility always helps

TIP # 26

The real measures of success are the results users get from using your integrated solution

TIP # 27

The best way to prevent users’ fears is to keep them involved and hands-on as much as possible

TIP # 28

Bad data discourages user adoption

TIP # 29

Your project is only successful when your users are successful

TIP # 30

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Solution Systems, Inc. 3201 Tollview Drive, Rolling Meadows, IL 60008 847-590-3000 www.solsyst.com