%20--%3E%3Cmetadata%20xmlns%3Ardf%3D%22http%3A%2F%2Fwww.w3.org%2F1999%2F02%2F22-rdf-syntax-ns%23%22%20xmlns%3Axsi%3D%22http%3A%2F%2Fwww.w3.org%2F2001%2FXMLSchema-instance%22%20xmlns%3Adc%3D%22http%3A%2F%2Fpurl.org%2Fdc%2Felements%2F1.1%2F%22%20xmlns%3Adcterms%3D%22http%3A%2F%2Fpurl.org%2Fdc%2Fterms%2F%22%3E%3Crdf%3ARDF%3E%3Crdf%3ADescription%3E%3Cdc%3Atitle%3EShadows%3C%2Fdc%3Atitle%3E%3Cdc%3Acreator%3EDiceBear%3C%2Fdc%3Acreator%3E%3Cdc%3Asource%20xsi%3Atype%3D%22dcterms%3AURI%22%3Ehttps%3A%2F%2Fwww.dicebear.com%3C%2Fdc%3Asource%3E%3Cdcterms%3Alicense%20xsi%3Atype%3D%22dcterms%3AURI%22%3Ehttps%3A%2F%2Fcreativecommons.org%2Fpublicdomain%2Fzero%2F1.0%2F%3C%2Fdcterms%3Alicense%3E%3Cdc%3Arights%3E%E2%80%9CShadows%E2%80%9D%20(https%3A%2F%2Fwww.dicebear.com)%20by%20%E2%80%9CDiceBear%E2%80%9D%2C%20licensed%20under%20%E2%80%9CCC0%201.0%E2%80%9D%20(https%3A%2F%2Fcreativecommons.org%2Fpublicdomain%2Fzero%2F1.0%2F)%3C%2Fdc%3Arights%3E%3C%2Frdf%3ADescription%3E%3C%2Frdf%3ARDF%3E%3C%2Fmetadata%3E%3Cdefs%3E%3Cg%20id%3D%22shoulders-square-8fd52e63%22%3E%3Cpath%20d%3D%22M4%2050V17C4%209%2010%203%2018%203h42c8%200%2014%206%2014%2014v33Z%22%20fill%3D%22%235e3b87%22%2F%3E%3C%2Fg%3E%3Cg%20id%3D%22tops-puffs-8fd52e63%22%3E%3Cg%3E%3Cellipse%20cx%3D%2228%22%20cy%3D%2231%22%20rx%3D%2221%22%20ry%3D%2219%22%20fill%3D%22%235e3b87%22%2F%3E%3Ccircle%20cx%3D%2214%22%20cy%3D%2219%22%20r%3D%228.5%22%20fill%3D%22%235e3b87%22%2F%3E%3Ccircle%20cx%3D%2242%22%20cy%3D%2219%22%20r%3D%228.5%22%20fill%3D%22%235e3b87%22%2F%3E%3C%2Fg%3E%3C%2Fg%3E%3Cg%20id%3D%22heads-wide-8fd52e63%22%3E%3Cuse%20transform%3D%22translate(.05%202.32)scale(1.11)%20rotate(-6%2C%2028%2C%2025)%22%20href%3D%22%23tops-puffs-8fd52e63%22%2F%3E%3Cellipse%20cx%3D%2231%22%20cy%3D%2238%22%20rx%3D%2221%22%20ry%3D%2218%22%20fill%3D%22%235e3b87%22%2F%3E%3C%2Fg%3E%3CclipPath%20id%3D%22clip-8fd52e63%22%3E%3Crect%20width%3D%22100%22%20height%3D%22100%22%20rx%3D%220%22%20ry%3D%220%22%2F%3E%3C%2FclipPath%3E%3C%2Fdefs%3E%3Cg%20clip-path%3D%22url(%23clip-8fd52e63)%22%3E%3Crect%20width%3D%22100%22%20height%3D%22100%22%20fill%3D%22%23d0edec%22%2F%3E%3Cuse%20transform%3D%22translate(11%2051)%22%20href%3D%22%23shoulders-square-8fd52e63%22%2F%3E%3Cuse%20transform%3D%22translate(19%201)%22%20href%3D%22%23heads-wide-8fd52e63%22%2F%3E%3C%2Fg%3E%3C%2Fsvg%3E)
Switching CRMs? Don't migrate everything. Export active deals + contacts touched in 90 days. Leave the graveyard behind. Run parallel for 1 week. Cut over on Monday.
clientstacklab.comCRM Migration Playbook for Small Teams: Step-by-Step GuideA step-by-step CRM migration plan for small teams: cleaner data, minimal disruption, and a faster move to the new system with fewer deal context gaps.
0 reposts2 likes