Why is It Essential to Back Up Data Before A CRM Data Migration

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Why is It Essential to Back Up Data Before A CRM Data Migration
by Anastasiia Dyshkant


Every business will eventually have to deal with data migration. This may be because you’re transferring to a new software platform, moving your storage to the cloud, or perhaps you’ve merged with another business. Whatever the reason, migrating large amounts of data is a risky enterprise. Consider the following statistics:


  • The average cost per lost data record is US$ 150
  • Sixty percent of companies that fail their database close down within six months
  • After 24 months, that number jumps to 72%
  • The average cost of data loss due to system error: US$ 3.24 million
  • The average price of data loss due to human error: US$ 3.5 million
  • 29% of data loss is caused by employee error
  • A hardware or system failure causes 31% of data loss
  • 29% of data loss is the result of viruses, malware, or ransomware
  • Less than 4% of businesses are delighted with their digital security protocols


Businesses must also consider intangible costs such as lost customers, impact on company reputation, and time spent recovering the data.


Don’t let your business become another statistic. Keep reading to learn some of the common pitfalls of data migration and why a backup system is essential.



You Can’t Rely on Your CRM’s Native Backup




Most CRMs have a native backup in place. But don’t be lulled into a sense of false security. These native systems can be problematic for several reasons:


This does not provide a backup if you are using a free CRM platform. 


A native backup counts against the capacity cap occasionally. Data backup will transfer you to another price point.


  • Just backup data for certain CRMs and exclude the metadata. Metadata applies to configurations and custom code for your configuration. Restoring these things takes a lot of time and money than joining lost records 


  • To reduce the data footprint, some CRMs conduct scheduled data dumps. For example, Agile CRM deletes web analytics and campaign stats after one year. Other CRMs have their storage limits and policies. If you want full control over what data stays and goes, an external backup system is better.


  • Cloud systems are loosely connected, which ensures that certain systems operate independently of each other. This makes inside the CRM platform a great deal of versatility and customization. Having a number of moving objects, however, increases the difficulty and spread of the knowledge.


A tightly-coupled system is like a bullet. A single route moves and can be conveniently found and recovered. Loosely-coupled systems are like buckshot, such as CRM. The data is fragmented, and it can be a real challenge to retrieve every bit. This is why their data backup processes are continually optimized by CRMs. They have not even nailed it. To sweep up every piece and particle of data, it’s better to go to the data migration and backup specialist



You Can’t Rely on Your On-Premise Backup




We applaud your efforts if you’re already backing up your records. But it’s not ideal to store your data and your backup in the same place. A natural disaster, or corporate espionage, or a lazy employee who literally misplaces the hard drive might hit your company. Plus, disk and cassette drives all gradually wear out and crash.


It’s best to use the 3-2-1 backup rule, which involves various backup types: onsite, offsite, and cloud. Each type of storage has its advantages:


Onsite backup 


You have complete control over your data. It’s also quicker to restore data from an onsite server vs. the cloud. Time is a critical factor in which companies survive data loss


Offsite backup 


Except that the offsite vendor has systems in place to secure data from arson, storm, and power spikes, as well as surveillance to avoid data theft, the advantages are identical to an onsite framework. You also outsource the recovery systems’ servicing.



Storage in the cloud is scalable, and can be accessed from anywhere. What you need is a link to the Internet. 


They form the gold standard for data protection when used together. With trust, you can transfer massive amounts of data between systems.


You Can’t Rush Perfection




The “get the job done” push is intense. This is particularly true for vast and complicated ventures, such as the transfer of data. Data conversion is an epic journey for every enterprise, from scrubbing the data in the legacy system to integrating it in the target CRM. 


As such, cutting corners can be enticing. Rushing can be enticing. And sadly, many companies give in to such temptations and:


  • Failure to clean data: the latest CRM can be corrupted by low-quality data, but identifying and purging any missing record, expired object, and outdated code is time consuming. 


  • Failure to consult important stakeholders: You can’t just count on IT while scrubbing and checking results. The citizens who use the details every day will know better if anything has converted and mapped to the new system accurately.


  • No sandbox: It’s advisable to do several sample migrations first. A tool like Trujay’s data migration app lets you test 10% of your data for quality assurance. 


  • No roadmap: Without a master plan for how the knowledge blends into the current structure, the organization conducted the migration. Knowledge may not be lost, but with your current setup, you can’t reach it. 


In messy data transfer, UK-based TSB Bank is a case study. In 2018, before it was fully checked, they moved consumer accounts to a different system. An independent study showed that TSB failed to ask its contractor’s crucial questions beforehand, resulting in a network relocation that was unreliable and incomplete. Out of their accounts, 1.9 million clients were shut out. Thus far, TSB has spent $488 million trying to cover the cost of the IT meltdown. A third of this was a US$ 173 million payout to customers after they filed a class-action suit against the company.


It’s beyond our reach to detail any direction of least resistance. But if a data transfer is delayed and incorrectly performed, the argument remains that suffering will result. And only a backup will save you if you lose your data to carelessness. It’s a move in which you can’t afford to skimp. 



Invest in the Data Experts


A qualified backup service provider like Trujay can perform your backup with a mind to how the data will map back onto the CRM. In the event of data loss, this will save your business time and ensure a business continuity plan that’s relatively painless. They use the best-in-class security protocols, protecting your data at the physical, application, and network layers. And the option to schedule regular backups ensures that a data restore will have the latest snapshot of your company data.