Field note
Before you buy the next CRM, audit the one you already pay for
· Hafiz Abdullah
Demo theatre
New CRM applications look clean because they are empty. The pain you feel today is not ‘the old product’. It is duplicates, skipped stages, integrations that overwrite owners, and a team that does not trust the screen. Those problems will travel if you map every object across.
A cheaper first step
A pre-migration health check is slower than a vendor workshop and much cheaper than a failed move. You get an inventory, a do-not-copy list, and a quality snapshot. Hand it to whoever implements the next system. We are content to stay on the source side of the fence.