Free checklist
The Excel-to-CRM Migration Checklist for KL Sales Teams
A seven-step plan to move your lead data off a spreadsheet and into a CRM — without losing contacts, conversations or your team's buy-in
- Step-by-step data audit to find every lead file your team is using — including ones that diverged months ago
- Column-by-column cleaning checklist: phone format standardisation, duplicate removal, status consolidation
- Field mapping table: which Excel column goes to which CRM field, with a list of columns you can delete entirely
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What's inside
- Step-by-step data audit to find every lead file your team is using — including ones that diverged months ago
- Column-by-column cleaning checklist: phone format standardisation, duplicate removal, status consolidation
- Field mapping table: which Excel column goes to which CRM field, with a list of columns you can delete entirely
- Assignment and follow-up rules to set before your team logs in for the first time
- Three ready-to-use follow-up messages in English, Bahasa Malaysia and Simplified Chinese
- 30-day launch checklist with the four signs that migration has actually stuck
Who this is for
Sales managers and business owners in Kuala Lumpur running a sales team on a shared Excel file, ready to move to a proper CRM without losing their data.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.