subject: Transfer Your Leads Into Pmam Crm In Just A Few Mouse-clicks [print this page] Transfer your leads into PMAM CRM in just a few mouse-clicks
A common problem that occurs when a company or individual selects a new application to improve business processes is the migration of data from their old application or database to the new one. For businesses with many hundreds of leads or clients, this migration can be a tedious process and when done manually is prone to errors.
To tackle this issue, PMAM CRM provides an import facility. This import facility allows users of PMAM CRM to import their data from a different database into PMAM CRM. The Data Import Wizard of PMAM CRM has standard import options for commonly used databases such as Microsoft Outlook, ACT, Excel spreadsheets, Jigsaw, Sales Force and Sugar CRM. If the existing database is in one of these formats then importing all contacts from it will take just a few mouse clicks.
The Import Wizard
Transferring the data in a comma separated file (CSV) and then importing the data is also an available option. When importing a .CSV file into the CRM system, a very important step that must be carried out is Mapping. Mapping basically consists of defining which field in your CSV file maps to which field in the PMAM CRM database. This exercise will ensure that the CRM database is correctly populated with your existing data.
Mapping
Although mapping can prove to be a tedious process, it is a crucial one-time exercise. In CRM, the mapping can even be saved in case you intend to import other databases from the same source.
There are several advantages in the automated import of data. Time saved and less scope for error are the two principal advantages. With instant access to your leads and clients, you will be ready to start scheduling calls and planning campaigns.
There are several other cool features in the PMAM CRM application which will make it a breeze to warm up your leads, schedule regular follow-ups and easily convert your leads into clients.
PMAM CRM is a free online application that helps streamline the sales force automation and customer relationship management processes within your business.
