Digital
CRM migration framework
Formal definition
In digital, CRM migration framework refers to a framework used for organising supporter and service-user data so teams can trust records and act consistently.
What this actually means for you
Digital and data leads should treat CRM migration framework as an operating standard: define data standards, ownership, and cleanup rules before new automations are launched, then review it before launches, integrations, and platform changes.
Example: During a planned change window, teams apply CRM migration framework as follows: the CRM owner merges duplicate records weekly and enforces required fields on key supporter workflows. They then update planning templates, dashboards, and review criteria for the next cycle.
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