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How can I get my data into Sage CRM?

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Previously, I explained Why we created the Getting Started Video Series for Sage CRM. Today, I want to talk about one of the first things people ask me when they are considering Sage CRM, that is: ‘How can I get my data into CRM?’

There are three parts to the answer; data, customization, and users

1. Data

To set up a CRM solution with useful data, you must first consider the type of data you have and how you want that data to appear in the CRM solution.

Is the data that you’re uploading cold and unqualified?

You should upload unqualified information as Leads.

You can assign these leads to a sales rep to gather further information. When an opportunity for a sale is identified, these leads can be converted to Opportunities. It is at this point that you create a Company record on the system.  This ensures that you are only creating full Company records for companies who have the potential to do business with you.

Are you uploading your current customers?

You should upload current customer information as Companies. And you can add your current contacts as People against those Companies. And you can start to create Opportunities against these Companies and People.  

2. Customization

The next step is to look at Sage CRM’s out-of-the-box fields in relation to Companies, Leads, and People. Do the names, drop downs, and types of fields match the kind of information you track about your customers? Generally the answer is ‘No not exactly’.

This is no problem at all; the fields and summary screens in Sage CRM are easy to customize. Watch Customizing Fields and Screens to see how it’s done, or read in our System Administrator Help.

Notice that we haven’t uploaded our data yet.

3. Users

Next, you need to consider your users. What tasks does each type of user perform and what data do they need to access? Generally, you’ll need one or two admin users to perform administration tasks, some information managers who are usually team leads and managers, and then all other users with no administration rights.

You can grant each type of user specific access to viewing, editing, and deleting data on the system. When you’re uploading data, you can assign it to these users.

Watch Setting up New Users for more information. So now that you’re ready to upload your data, use our Quick Start Guide to remind you of the process I’ve described above.