Preparation of test and migration data for CRM introduction

In addition to consulting on the implementation of the concept, the objectives of the project are the technical prerequisites and the achievement of a corresponding performance. The requirement for an automatic update of the data for the upload of different types of sales must also be included in the concept. The third task, in addition to the actual structure of the master data in the upload templates, is the structuring and documentation of the procedure in order to enable the customer to create and manage further versions himself. The potential for errors due to complexity is minimized by using additional help columns and corresponding formulas and functions.