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Switching CRM or ticketing systems like Freshdesk, Zendesk, Salesforce, or HubSpot can feel like a high-stakes operation. Data migration needs to be seamless to keep your business running without a hitch. At Loyally, we’re experts in developing custom data migration solutions, making sure all critical information lands exactly where it should, intact and usable. Here’s what to consider—and why having Loyally as your migration partner makes all the difference.

1. Clear Objectives: Know What You’re Moving and Why

Every migration project needs a strong foundation. We’ll help you clarify:

• Why you’re switching systems (better features, cost savings, etc.)
• What data needs to be migrated (customers, ticket history, interactions)
• Who needs access and in what form

With a clear plan, you avoid common pitfalls and know exactly what success looks like. At Loyally, we guide you through each stage, so the migration aligns perfectly with your business goals.

2. Data Mapping and Compatibility

Each CRM and ticketing system structures data differently. We specialize in mapping and customizing data to fit your new system, ensuring no critical information is lost or misaligned.

• Custom Fields: We recreate any custom fields so nothing gets lost in translation.
• Field Mapping: We handle the intricate field mapping for seamless transitions.
• Data Formatting: Ensuring consistent formats across systems minimizes disruption.

Our tailored solutions ensure your data looks and functions as expected on day one.

3. Clean and Optimize for Efficiency

Migrating outdated or duplicate data slows down your new system. With Loyally, you don’t just move data—you get it in peak shape:

• Deduplication: We identify and eliminate duplicates.
• Standardization: We make sure data fields are consistent and standardized.
• Smart Archiving: We’ll archive old records while preserving what’s essential for daily operations.

This approach makes your new system faster, cleaner, and more efficient from the start.

4. Data Integrity and Security—Guaranteed

Data security is non-negotiable. Loyally has rigorous security protocols in place, ensuring data is protected at every step:

• Backups: Comprehensive backups prevent data loss.
• Compliance Checks: We stay compliant with regulations like GDPR and CCPA.
• Audit Trails: Track changes throughout the migration process.

With Loyally, you’re covered on every front, with full confidence that your data is secure and compliant.

5. Phased Testing for a Flawless Transition

Testing isn’t optional—it’s essential. At Loyally, we conduct phased testing so there are no surprises when the new system goes live:

• Pilot Migrations: We run a small sample to catch any issues early.
• User Acceptance Testing: Real users test the setup to make sure it’s functional and familiar.
• Rollback Ready: Our rollback strategy ensures a quick fix in case anything goes off-plan.

Our process reduces downtime and keeps your team productive.

6. User Training and Support

A new system should empower your team. Loyally provides training and resources to get everyone up to speed fast:

• System Walkthroughs: Personalized training sessions show the basics and highlight new features.
• Ongoing Support: Need help? Our support team is just a call away.

We ensure your team makes the most of your new CRM or ticketing system from day one.

7. Post-Migration Audit: Assurance and Optimization

After migration, we run a detailed audit to verify accuracy and performance:

• Data Verification: We double-check that all data landed in the right place.
• Performance Monitoring: We assess and optimize system speed and efficiency.
• Feedback Collection: User feedback allows us to make any final adjustments.

Loyally is with you until everything works exactly as you need it to.

Why Choose Loyally for Your Migration?

Data migration requires precision, expertise, and a deep understanding of both CRM and ticketing systems. With Loyally as your migration partner, you get:

• Expertise in Custom Migrations: Tailored solutions that meet your exact requirements.
• Secure, Compliant Processes: Data integrity and security are at the forefront.
• Effortless Transitions: Phased testing, thorough audits, and ongoing support keep everything smooth.

With Loyally, your migration is in good hands. We get your data exactly where it needs to be, so you can focus on what matters—delivering an exceptional customer experience.

Ready to make the switch with confidence? Let’s talk about your migration needs.