CRM Migration Risk Assessment (Onboarding)

CRM Migration Risk Assessment (Onboarding)

1. 01

   Inventory current CRM data and integrations before any migration decision

   Map every contact, deal, and activity record, plus all connected tools like email, calendar, and billing. This baseline determines migration scope and cost.

2. 02

   Assess data quality against the target platform's field requirements

   Check for duplicates, missing required fields, and inconsistent pipeline stages. Poor data quality will corrupt downstream automations and reports.

3. 03

   Evaluate permission granularity against your agency's team structure

   Confirm the target CRM supports role-based access for your account managers, delivery staff, and clients. Insufficient permissions create security and workflow friction.

4. 04

   Test integration depth with your existing agency stack

   Verify that the CRM's API and native connectors cover your email, reporting, and automation tools. Shallow integrations force manual workarounds.

5. 05

   Review reporting capabilities against client deliverable needs

   Ensure the platform can produce the dashboards and exports you promise clients. Missing report types will degrade retainer value.

6. 06

   Document exit options and data portability terms

   Check whether you can export all records and attachments in open formats. Durable operational value, not lock-in, should drive retention.

7. 07

   Run a pilot migration with a subset of data and users

   Migrate one client or team to validate the process, measure downtime, and surface issues before full rollout.