A properly maintained CRM system is the backbone of great customer service, sales initiatives, and marketing execution. Like all software, CRM systems require upgrades for access to the best new features and functions. These upgrades can sometimes be time consuming, however, they are usually... Continue Reading
Keeping your Data Migration on Time and Within Budget
The Starfish team has seen a lot of successful data migrations, but we’ve also seen how easy it is to get off track and over budget. In this blog post, we’ll address the most common reasons for reworks and budget overages, and the steps you can take to prevent them from happening you.
6 Tips for Successful Legacy Data Migrations
Forrest Gump’s famous quote “you never know what you’re gonna get” reflects what many of us worry about when it comes to legacy data migrations.
Moving to a new system means analyzing the way data is defined between old and new, and translating your legacy information into the new system... Continue Reading
The Benefits and Challenges of CRM Migration
Migrating your CRM solution is a big deal no matter what software you’re moving to or from. Get it right, and your business will reap the rewards. Get it wrong, however, and you could be forced to deal with a lot of problems. It’s a complicated manuever that requires extensive... Continue Reading
Generating StarfishETL Cross-Reference Files from MSCRM Picklists
When using Starfish to migrate from Microsoft Dynamics CRM to a different CRM system, you may need to create cross reference files that translate picklist codes to actual text values. This is particularly true if you don’t have a full Dynamics CRM instance setup for the database you are... Continue Reading
Easier connection setup, bpm'online connector & more
We're extremely proud today to be announcing the release of StarfishETL 4.0. In recent versions, a number of connectors have been redeveloped from the ground up including Salesforce, SData, Email, and Sage CRM. In this release, we've taken this opportunity to remove the old/deprecated versions... Continue Reading
Deciding Which Dynamics CRM Objects to Migrate Based on Associated Activity
When migrating data from Dynamics CRM, there might be a need to determine which specific objects have Activities such as "Tasks" associated with them. This is especially important in the context of data cleansing because one might not want to migrate data that has not had any activity(tasks)... Continue Reading
The Power of Indexing
We recently had a migration from ACT to Salesforce. One of the migration steps was to create Account records in a staging database from ACT Contacts. The source had 24,000 records and there were matching rules on three fields: Address1, City, and Company Name.
It took 15 minutes to get... Continue Reading
Infor CRM Date Offsets With StarfishETL
We recently ran into an issue in our StarfishETL data integrations between a back-end ERP system and Infor CRM. We noticed that Date/Time fields were imported successfully via the OLEDB provider but displayed incorrectly inside the CRM application.
Infor CRM was doing the GMT adjustment... Continue Reading