What’s the worst part of moving to a new house? If you answered packing, you are definitely not alone. The prep, the wrapping, the boxing: it can all be so incredibly tedious. And yet, if you prepare to pack – get rid of what you don’t need, organize what you do – your move will be more successful.
Moving data from one Constituent Relationship Management (CRM) solution to another is the same. Cleaning, sorting, and organizing your data well prior to a data migration can save you time and money. Better, your implementation will be more successful.
The ideal time to think about how to prepare your existing data for the move is well before you choose a solution and start implementation. In fact, it may be just about now!
Key Learning Objectives
- Discover high-value activities that can be managed internally to prepare your data for migration, including deduplication, address verification, code table cleanup, name parsing, and more.
- Learn about common tools that you may already have to help automate some of the process.
- Understand common pitfalls in the data cleanup process and find out how to avoid them.
This 45-minute webinar is available on-demand. Register online for access.
Jenifer Alonzo, Senior Salesforce Consultant
Jenifer Alonzo is an innovative technology professional with an exceptional ability to think through problems and execute functional solutions with a team. She leads and architects Salesforce projects for nonprofits and associations in the midmarket and SMB spaces, and is a Subject Matter Expert (SME) for Case Management, Program Management, and Fonteva projects at Fíonta.
Prior to her Salesforce career, Jenifer was a tenured professor of Communications and Theatre Arts at Old Dominion University. Her academic focus on communication and team-building directly informs her ability to fully understand client needs and lead critical change management initiatives for clients.
Jenifer holds a B.A. from the University of Colorado and an M.F.A. from Towson University. She is a Salesforce certified Administrator, Nonprofit Cloud Consultant, and Platform App Builder.