Don’t let your old CRM baggage sabotage your new system.
If you’ve used GoldMine CRM for years, chances are your database has picked up some bad habits: duplicate companies, inconsistent labels, outdated emails. That mess doesn’t just disappear when you switch to Zoho CRM. It comes with you unless you do something about it.
Here’s what we see all the time.
Old Data That No One Uses
GoldMine was big in the ‘90s and early 2000s. If you’ve been running it since then, you probably have emails and notes from over 20 years ago. But do you need all that in Zoho?
Sometimes, yes. But most of the time, it just adds weight and cost. That’s why we break down historical data by year so clients can decide what’s worth bringing over and what can stay behind. Often, five years of data is enough. The rest can remain in GoldMine for reference.
Duplicate Records: Not Just People
One of the biggest problems in older CRMs is duplication. And we’re not just talking about contacts. You may have entire company records entered multiple times with different spellings, contacts, or status tags.
We generate reports that flag these duplicates and let you choose:
Which record to keep
Which ones to merge
Which ones to delete
You mark them in Excel, and we handle the updates. No more duplicate companies clogging your new CRM.
Field Cleanup: The Hidden Mess
Then there’s the silent issue: inconsistent dropdown entries. Over the years, someone on your team labeled a client a “vendor.” Later, someone else called the same type of client a “supplier.” Now you’ve got data scattered across two categories that should really be one.
We help you standardize those pick lists. First, we define what your Zoho fields should look like. Then we analyze what’s in GoldMine today. You get a clear picture of where things don’t match, and we fix them.
This applies to fields like:
Customer categories
Market segments
Industry types
Account manager assignments
State or region info
Anything with a dropdown can be reviewed, cleaned, and aligned.
The Big Risk: A New CRM with the Same Problems
What often happens is this: someone exports your GoldMine data and imports it directly into Zoho. No filtering, no deduplication, no field alignment.
You get a shiny new CRM filled with the same garbage that was slowing you down before.
We take a different approach. Clean it first. Think through what matters. Then move only the data that will help you grow.
That’s how you make the most of a CRM migration.
