Switching to a new CRM may seem like a daunting task, leaving suppliers hesitant to do so with such a high volume of account contacts and associated data. Lilypad offers a convenient workaround with its account data import tool, streamlining the account contact migration process. This feature simplifies the switch over to Lilypad so you can start capitalizing on its other benefits that are unique to the alcohol industry right away!
Import All Contact Data into Lilypad
CRMs are a trove of invaluable customer information accumulated over the lifetime of your business. It’s perfectly reasonable to hesitate when considering migrating all that data for fear of losing something in the transition. Even the smallest detail can cause major disruption with your accounts, translating to lost opportunities and potentially something even worse.
With Lilypad, your most important data can be imported with just a few clicks. Import thousands of account contacts, including their account ID, account name, contact name, email, phone, address, etc. Most importantly – you can import your notes for each account. This vital intelligence helps your sales reps make the most of each account visit. You shouldn’t have to lose any of that data when migrating to a new CRM, and Lilypad ensures that doesn’t happen.
How the CRM Migration Works
Lilypad’s account data import is painless. Simply export your account contacts from your current CRM, copy the information over to our provided template, and then import the data directly into Lilypad. Our system will prompt you of any potential CRM migration issues so you can correct the data fields as needed. In just a few steps, you’ll have your entire account database ready to go in your Lilypad dashboard.
Leapfrog Over to Lilypad Today!
With migration out of the way, you can begin drilling down into your target markets using Lilypad’s robust features to drive more sales. Don’t hesitate to reach out to one of our experts if you are curious about switching over to Lilypad. We can assist with your CRM migration as well as onboarding your team.
