workflows · data · collaboration
Field clinics that calm CRM migrations
2024-09-21 · Jisoo Han
Migrations wobble when marketing builders discover frozen fields mid-campaign. Field clinics start with dependency graphs printed large enough to invite sharpie arguments. Admins annotate in one color, builders in another, and facilitators capture conflicts on a shared camera for remote peers.
The second beat covers comms rehearsals. SDRs should hear about freezes from a script that explains impact duration and alternate signals—not from a surprise blank token during a live call.
We end with a candid limitation: clinics cannot replace a full migration runbook from IT, but they prevent marketing-side thrash that runbooks rarely address.