Like a seasoned sailor preparing to set sail, businesses must embark on their CRM migration journey with careful planning and precision, but fear not, much will be learned from this experience, and once migrated you’ll feel all the better for taking the first step. Here, we’ll discuss the 10 things to consider when migrating your Recruitment CRM.
Before you lift anchor and embark on this transformational journey, it’s important to remember that your CRM is more than just a tool; this ship carries your most valuable cargo—the data that powers your operations. Just like a captain carefully planning every aspect of a voyage, you must develop a detailed data migration strategy to ensure that existing candidate and customer data is transferred to the new CRM with the highest integrity and accuracy. This strategy is your navigation map to guide you through the treacherous waters of transformation while protecting the quality of your most valuable assets.
Data migration strategy
Before starting your CRM migration journey, it is crucial to design a detailed data migration strategy. Ensure your existing candidate and customer data is transferred to your new CRM with the highest integrity and accuracy, maintaining the quality of your most valuable assets – for this you will need a competent and experienced Project Manager.
CRM selection
Choosing a CRM system is similar to choosing the right ship for your journey. Voyager Infinity is a smart choice because it adapts seamlessly to your recruiting needs, offers scalability to accommodate your growth, and provides the necessary features to optimize your workflow. Flexibility needs to be built within your solution – too rigid and crack will appear.
User acceptance
Smooth sailing depends on a well-prepared crew. Think about how easily your team can adapt to a new CRM. With Voyager Infinity, you’ll find a robust training and onboarding program to ensure your crew’s transition is seamless.
Customisation
Voyager Infinity has the ability to customise your CRM to fit your unique recruiting process and brand. Customise your CRM with custom fields, workflows, and templates to easily navigate your recruiting world.
Integration
Well-integrated ships operate more efficiently. Ensure your new CRM, like Voyager Infinity, integrates seamlessly with your existing software stack, streamlining the flow of important data from job boards, email systems, and HR platforms.
Data security and compliance
Security of data is a top priority, especially when dealing with sensitive candidate information. Voyager Infinity ensures your CRM complies with data protection regulations and provides strong data protection capabilities.
Cost and budget
Every trip requires resources. Calculate total cost of ownership, including licensing, implementation, training and ongoing maintenance. With Voyager Infinity, you can find a cost-effective solution that fits your budget.
Scalability
Think about your long-term journey. Will the CRM you choose, like Voyager Infinity, support your growth and make it easy? Scale on demand? A flexible CRM is essential to a journey of possibilities.
User feedback
A well-informed captain listens to his crew. Gather feedback from your recruiting team on your current CRM and use their insights to make informed decisions and refine adjustments.
Testing and quality assurance
Conduct thorough testing with Voyager Infinity before embarking on a full migration. Identify and resolve any issues through data validation, workflow testing, and user acceptance testing to ensure smooth progress.
With a well-designed data migration strategy, the right CRM selection like Voyager Infinity, user acceptance, customization, seamless integration, data security, budget considerations, scalability, user feedback, and rigorous quality assurance testing, you can chart a course toward a brighter recruiting future. Bon voyage!
Voyager Infinity and Voyager Mid-Office are software solutions that make Recruiters’ lives easier. Voyager Infinity is a CRM used by thousands of recruiters globally to source, nurture and maintain the relationships with their clients and candidates, and Mid-Office manages the entire Pay and Bill process (IR35 ready).
