What process involves moving a CRM system to a SaaS solution?

Moving a CRM system to a Software as a Service (SaaS) solution is best described as CRM System Migration. This process specifically refers to the steps taken to transfer all data, applications, and functionalities from one environment—typically an on-premises system—to a cloud-based platform that offers CRM capabilities through a subscription model.

During this migration, organizations often need to consider data integrity, the configuration of the new system, user training, and potential downtime. The goal is to successfully transition to the SaaS environment while minimizing disruptions to business operations. This ensures that users can benefit from the advantages offered by SaaS, such as scalability, accessibility, reduced maintenance overhead, and regular updates.

The other choices do not fully capture the essence of moving to a SaaS solution. A CRM Upgrade typically refers to enhancing the existing system, not relocating it to a new infrastructure. CRM Integration involves connecting different software systems to work together, rather than transferring a system to a new platform. CRM Virtualization might suggest creating a virtual version of the CRM software but does not equate to migration to a cloud-based solution.