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Best practice might be to assign a project manager and put out an RFP for Medical Data Storage to find an experienced legacy EHR migration service provider who can keep risk, cost and timing in check.

This approach can expedite the process by allowing key data to be migrated while also archiving all data necessary to meet medical record retention policies.

First is to identify where all your customer and company information resides today. Outlook), an accounting system, spreadsheets, internal databases, or a legacy CRM system.

Next is to think about the information you have in these repositories and the value of that information if it resided in Salesforce.

When you move into Salesforce.com, almost inevitably you’ll have to tackle the job of bringing over your historical customer and company data.