Allison Murray/ZDNET Follow ZDNET:  Add us as a preferred source  on Google. ZDNET key takeaways You can protect your data and pipeline during a CRM switch. There are five best practices to follow when migrating to a new CRM. A lot of time goes into the migration, but done right, it's worth the peace of mind. Switching your CRM feels straightforward until you're neck-deep in mismatched fields, duplicate contacts, and a sales team that can't log a call. I've seen businesses treat a CRM migration like a simple data export, only to spend months untangling the fallout. Also: The best CRM software 2026: Expert tested and reviewed That confidence tends to disappear fast. According to one analysis by Vantage Point, up to 40% of CRM migrations encounter significant problems, from data integrity failures to field mappings that silently corrupt your reporting. But those problems are preventable.…