Also, I am not familiar with Schwab's CRM product but you might investigate whether they have an import facility for data migration. Usually you can export from Product A (ACT! in this case) in a CSV (comma separated variables) format and import the same way. You need to make sure the import tool lets you map the CRM data fields. For example, the first field in the export file might be "First name" and you need to ensure that it gets...
placed in the corresponding field on the receiving side. It's not that hard -- but take my first advice and find a CRM data migration pro.
Have a question for an expert?
Please add a title for your question
Get answers from a TechTarget expert on whatever's puzzling you.