Guest blog: Written by Paul Best, Head of Sales, Dezrez
Having worked in property CRM software sales since 2006, I’ve witnessed just about every challenge in migrating software. One of the most consistent issues that arise during a migration is what happens after the data is moved: checking and verifying that everything is in order. Too often, agents feel rushed to sign off on the data migration so the onboarding team can meet internal deadlines and get the agent live on the new CRM. What happens next? Complaints about missing data, duplication, or the quality of data flood in.
When I first encountered Dezrez’s approach to data, I was genuinely impressed by how open and transparent the entire process is. Unlike the rushed and sometimes haphazard migrations I’ve seen, Dezrez, with the help of its Linkz migration assistant, offers agents far more control over their data migration, ultimately reducing stress and increasing accuracy.
A User-Centered Approach to Data Migration
One of the most significant advantages of the Dezrez migration process is that it recognises a simple but often overlooked fact: the agent knows their data better than the software company. The Linkz migration assistant embodies this principle by allowing agents to directly manage their data import.
Here’s how it works:
Dezrez populates the Linkz migration assistant with the agent’s data, which then appears in the Dezrez dashboard. From there, agents can decide which data to import and which to leave out. It’s not just about moving data from one system to another; it’s a housekeeping opportunity. Agents can clean up their database by choosing what they truly need, avoiding the import of redundant or outdated information.
Data Retention, Without the Clutter
A common concern with other migrations is that once you choose not to import certain data, it’s often gone forever. However, with Dezrez, any data that isn’t imported doesn’t just disappear. Instead, it remains in the Linkz migration assistant, giving agents the flexibility to import that data later if needed. For example, if a long-forgotten contact or property suddenly becomes relevant again, it can easily be found and imported into Dezrez with a single click.
This seamless access to archived contacts and properties ensures that agents aren’t clogging up their active databases, while also maintaining access to older information when it’s needed. It’s a perfect balance of organisation and flexibility.
Final Thoughts
Migrating to a new CRM can be a stressful process, especially when there’s pressure to go live as quickly as possible. However, with Dezrez’s Linkz migration assistant, that stress can be significantly reduced. By giving agents control over their data and ensuring nothing is ever truly lost, Dezrez turns the migration process into a far smoother and more user-friendly experience.
If you’re considering a CRM migration, remember: the devil is in the details. And in this case, Dezrez ensures those details are taken care of, with transparency and control at the forefront.
