Understanding Microsoft 2007 Business Contact Manager What is Microsoft Business Contact Manager? First off, let me tell you, Microsoft Business Contact Manager (BCM) was a pretty nifty tool back in the day for managing relationships. It allowed small businesses to keep track of customer interaction, lead management, and sales tracking all in one place. I […]
1. Identify the Need for Migration Understanding Your Current CRM Before jumping into the migration process, it’s vital to grasp what you’re currently working with. I remember when I started this kind of journey, I felt overwhelmed by the features and functions. Make a list of the current CRM’s functionality; what works well, what doesn’t,
Importance of Data Migration Understanding Data Migration When it comes to running a business, we all know that data is gold. Migrating data from one system to another isn’t just about transferring files; it’s about retaining history. Microsoft 2007 Business Contact Manager (BCM) holds valuable client interactions and insights that simply can’t be lost. I