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Rescue6 min read
CRM cleanup checklist before migration
What to clean before moving CRM data so the new system does not inherit the same pipeline problems.
CRM cleanupCRM migrationCRM data quality
Migration does not fix bad data
Moving messy CRM data into a new platform usually makes the problem more expensive. Cleanup should happen before migration, not after launch.
- Remove duplicates and dead records.
- Standardize stages, sources and owners.
- Separate active opportunities from historical noise.
Clean the pipeline logic
A CRM migration is the right moment to simplify stages, define required fields and decide what managers actually need to see.
Protect adoption after migration
Users will judge the new CRM quickly. If the first experience is inaccurate records and confusing stages, adoption drops immediately.
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Plan a CRM cleanup