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Five questions to check before you switch CRM systems -- immediate result, no email required.
You can export a clean copy of your current contact and job data right now.
You've decided which records are worth migrating vs. archiving separately.
You have a field-mapping plan (old field -> new field) before the import, not during.
You have a plan to disable old-system automation before enabling the new system's.
You plan to test with a small batch before running the full migration.
