First, give conclusions that can be used for decision-making
Keep the original copy only and create the only customer identification rule and conflict-management priority. Clients merge to keep their original source, responsible person and historical relationship; contacts, business opportunities and follow-up records must be re-linked. Undetermined data enter the confirmation area and do not be discarded or overwhelm in pursuit of import success.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Freezes and backups all raw data and field descriptions.
Validation Key Dependence
(c) Establishing target models, mapping, deweighting and attribution rules.
Development of assessable outcomes
Small quantities are moved and reviewed by sales sample.
Make sure you decide the next step with the real results.
Complete migration to compare numbers, connections and key customer lists.
How do you understand it in the actual business?
The same enterprise has a short name, full name and multiple contacts in Excel. The main customer is created by legal entity and business relationship, multiple contacts and historical business opportunities are attached, and the original name is kept for search purposes, rather than simply deleting duplicate lines.
The easiest pit to step on.
Clean directly on the original file, cannot be retroactively deleted and merged
Only check the total import, no association checked
Remove the separation sales account and lose the history officer
How should we end up receiving and confirming?
The migration report should include raw, cleaning, successful, unsuccessful and unrecognized quantities, and should sample priority clients, contacts, business opportunities, follow-up, attribution and authority.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.