A TUC Digital Lab practical guide
Your CRM contains the heart of your union’s data. It manages your key interactions with members and your intelligence about what’s happening to the union over time. As such, migrating your data from one CRM to another absolutely must succeed in a way that keeps the integrity of that data, and that keeps it usable for the union’s core processes.
If you’ve been using your existing membership database for a long while, as many unions have, then you’ll likely have built up a huge number of workarounds and parallel processes. These can take a long time to unpick in order to bring them into the new system.
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