Get ready to stare at some fields! (This is the 'data' kind, not the 'tall grasses blowing in the wind' kind. We're sorry.)
Below are some tips for how to have a successful mapping session with your CSM.
Bring the right people
Many times we either have one person on the call who isn't familiar with all of the objects and fields, or too many people which results in not being able to come to a consensus on the mappings and needing multiple calls.
For the best chance at success, please aim for a total of 2-3 team members across Sales, Marketing, and Operations.
Know your fields
Having a good understanding of the fields that are important to your company is invaluable on the day of the mapping call.
(Hot tip: If possible, have your CRM open on one screen for reference and our mapping session on the other.)
Set up your users
If you can, please set up your users in the target CRM prior to the mapping call.
If user licenses are free in your target CRM, we recommend that all users, active and inactive, are created so that we can map historical activities to them.
Some clients choose to assign activities previously attributed to inactive users to a 'group' user such as historical@yourdomain.com. The choice is up to you!
Ask questions
Now's the time to ask any questions that you may have. Here are some ideas to get you started:
Can I filter my data? Can you clean up my duplicates? What will my target system do with my duplicate records if we migrate them? How do you choose the records to test with? Can I request my own records?
