What strategy should be implemented for archival of old CRM data?

Implementing an archiving strategy is crucial for managing old CRM data effectively. An archiving strategy focuses specifically on systematically moving outdated or less frequently accessed data from your active CRM environment to a secure storage solution. This helps in various ways, such as improving the performance of the CRM system by reducing the volume of active data, ensuring compliance with data retention policies, and making it easier to handle backups and restorations.

When old data is archived, it remains available for historical analysis or reference without cluttering the active database. This can be particularly important in environments that regularly update data or require high performance for day-to-day operations. An effective archiving strategy addresses how and where data is stored, how long it will be kept, and the processes for retrieving it if needed.

In contrast, while data replication may ensure that data is copied for redundancy or availability, it does not address the need to manage older, less relevant data. Data migration focuses on moving data from one system to another, which may not encompass the specific needs of data retention and retrieval. Real-time data syncing is about keeping systems up-to-date with the current information, which again does not help with managing outdated records.