Focus Collegiate provides critical support for college students with unique learning profiles, ensuring they develop the academic, social, and executive functioning skills necessary for success.
Their existing customer relationship management (CRM) system lacked the efficiency and scalability needed to manage growing student relationships effectively and they approached GetUWired to help with moving into Copper CRM.
Key challenges included migrating extensive contact records, maintaining one to many relationships between different types of contacts, and preserving valuable student history and engagement notes. Additionally, ensuring data integrity and seamless integration into Copper CRM posed significant hurdles, requiring an advanced API-driven approach to avoid data loss and inconsistencies.
GetUWired partnered with Focus Collegiate to execute a comprehensive CRM migration strategy. Leveraging Copper CRM’s API, GetUWired designed custom scripts to extract, transform, and load all necessary data, including contact details, custom fields, relationships, and historical notes.
A strategic approach was implemented: first, testing in a sandbox environment, then executing structured data imports in controlled batches. To ensure continuity, GetUWired mapped and migrated key relationship structures, such as linking students to their support resources, utilizing Copper’s Connect Fields.
Custom logic was applied to categorize and transfer historical notes intelligently, ensuring that no crucial student interactions were lost in the transition. Close collaboration with Focus Collegiate allowed iterative refinements, ensuring the data landed in an optimal format for their ongoing use.
The successful migration into Copper CRM significantly enhanced Focus Collegiate’s operational efficiency. With cleaner data structures and improved relationship mapping, the team can now manage student interactions more effectively.
The integration of historical notes within Copper’s activity logs preserved critical student histories, ensuring seamless continuity of care. Automating data transfer reduced manual entry errors, saving valuable administrative time. Additionally, the scalability of Copper CRM allows
Focus Collegiate to support more students without being limited by their technology stack. Overall, the migration empowered Focus Collegiate with a robust, future-proof CRM system that strengthens their mission to help students transition to independence through their college experience.
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