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30 TIPS FROM MICROSOFT ON MOVING YOUR DATA INTO A CRM PART II
Cleaning data properly requires multiple passes, processes, and vigilance
TIP # 16
You’ll be more efficient if your processes can serve you again and again
TIP # 17
Break the project down into manageable tasks and prioritize
TIP # 18
Be careful to only make changes that will survive the next vendor upgrade
TIP # 19
Use APIs wherever and whenever possible (this creates flexibility)
TIP # 20
Resist achieving performance increases by going “directly to the data”
TIP # 21
Exercise caution when deciding to replicate data instead of integrating it
TIP # 22
When you must replicate, include an intermediary quality assurance step so you don’t transfer bad data
TIP # 23
Manage your user’s response to your system first and foremost (it’s valueless unless they use it)
TIP # 24
Find champions within the user base to help promote your cause
TIP # 25
Commitment to specific results is critical, but remember that preserving some agility always helps
TIP # 26
The real measures of success are the results users get from using your integrated solution
TIP # 27
The best way to prevent users’ fears is to keep them involved and hands-on as much as possible
TIP # 28
Bad data discourages user adoption
TIP # 29
Your project is only successful when your users are successful
TIP # 30
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Solution Systems, Inc. 3201 Tollview Drive, Rolling Meadows, IL 60008 847-590-3000 www.solsyst.com