Decision receipt
Move the sales team to the new CRM in a one-week migration
Expected outcome
The sales team will work normally in the new CRM within one week.
Key assumptions
- 01The direct importer handles custom fields
- 02Integration cleanup is minimal
Disconfirming signal
Normal sales work is still disrupted after two weeks.
Outcome review
The migration took three weeks. Custom field mappings and two downstream integrations required manual cleanup.
Normal work resumed after three weeks rather than the expected one week.
What the receipt revealedThe direct importer reduced transfer work but did not remove custom mapping and integration cleanup.
Original input and generation record
We will migrate to the new CRM over one week. The vendor has a direct importer, so I expect the sales team to be working normally by next Monday.
gpt-5.6 · capture-v1