Planning on switching email providers in 2022? Here’s our quick guide...

Will Sigsworth
Will Sigsworth Pipedrive Team Posts: 59 PIPEDRIVE TEAM
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edited June 2022 in Sales CRM #1

Moving to a new email client can solve many problems for your business, like upgrading security and unifying tools in your tech stack.

However, the larger and more complex your organization, the more components to consider in the move. 

Here are the key questions to ask before migrating your email:

  • Does your current provider explain what to do? 

Check to see if your existing email client already has a migration process for you to follow.

  • Does your new provider handle migrations?

Your new email client might handle the migration process for you. 

  • Which plan will you need?

Providers often offer different plans with various features. It’s worth weighing up the pros and cons of different email clients’ plans to find the one that suits your needs (and budget) the best. 

  • How much data do you need to move?

Before moving your entire system over to a new client, see if there’s an opportunity to archive some of it elsewhere. This way, it doesn’t take up so much room in the new system. 

  • How much time will you need to perform the email migration?

Email migrations will take some time to prepare for but should be quick when you’re ready to make a move (though this will depend on the size of your migration).

  • What happens to emails sent during the transition?

Any emails received during the transition will still be received. Check with your existing and new providers about situations like Out of Office messages. For example, if you have colleagues on vacation during the migration, they might need to reset their message in the new client.

Click here for a more in-depth look at what email migration is and why it’s so important, as well as how you can prepare for, plan and execute your next email migration with success.

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