Data migration named biggest CRM transition hurdle - Jigsaw Tree

Research by Jigsaw Tree

Sophie King
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"Changing such an important piece of technology will never be a ‘quick win'" - Jigsaw Tree founder Chris Baigent-Reed
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"Changing such an important piece of technology will never be a ‘quick win'" - Jigsaw Tree founder Chris Baigent-Reed

Transitioning data and configuring new technology have been named the two greatest difficulties when switching customer relationship management software, according to research conducted by Jigsaw Tree.

The business support firm asked 33 adviser firms about the issues they face by transitioning or changing customer relationship management (CRM) technology. While data transitioning and configuring the...

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