CRM Migration Checklist
A 36-step, 6-phase checklist for migrating to HelloGrowthCRM. Your progress is saved automatically in this browser.
About CRM Migration Checklist
What it does
Provides a step-by-step migration checklist covering data audit, field mapping, automation rebuild, user training, and go-live validation to ensure a smooth CRM transition.
Why it matters
CRM migrations fail 60% of the time due to poor planning. This checklist covers the 65 critical steps that separate successful migrations from data disasters.
Definition
CRM migration is the process of moving customer data, workflows, automations, and integrations from one CRM platform to another while maintaining data integrity and business continuity.
Assumptions
- Source CRM data has been audited for quality before migration
- Field mappings are documented and approved by stakeholders
- A parallel-run period is planned before fully cutting over
How to interpret your results
Don't rush migration. The checklist is sequential — skipping steps (especially data cleanup and user training) is the #1 cause of migration failure.
How to improve
Clean data first
Migrating dirty data just moves the problem to a new system
Map fields before migrating
Document every field mapping to avoid data loss
Train users before go-live
Adoption drops 70% when training happens after launch instead of before
Phase 1: Planning (Week 1–2)
Phase 2: Data Export (Week 2–3)
Phase 3: Data Cleaning (Week 3–4)
Phase 4: HelloGrowthCRM Setup (Week 4)
Phase 5: Import & Validate (Week 5)
Phase 6: Training & Go-Live (Week 6)
CRM Migration Checklist — frequently asked questions
Quick answer
How long does a CRM migration take?
- What data should I migrate to a new CRM
- What are the most common CRM migration mistakes