Change the CRM without losing what it knows.

When this is the right engagement

• A legacy or media-specific CRM is retiring and Salesforce is the destination
• An acquisition brought a second org and the two must become one
• You are leaving Salesforce for HubSpot and the history has to come along
• A previous migration left duplicates and broken relationships
• Leadership wants closed deals, activity, and lost reasons to survive the move

What you get

• A source data review with counts, quality findings, and what will and will not move
• A field-by-field mapping document with transformation rules and ownership
• Deduplication and matching logic agreed before the first load
• Controlled loads with reconciliation reports at each step
• Preserved relationships: contacts to accounts, opportunities to both, activity to all of them
• Rebuilt automation and reports that depended on the old structure
• A cutover plan with a freeze, user acceptance testing, and rollback
• Stabilization with a delta load for anything that changed during cutover

How it runs

1. 01

   Discovery and data review

   What is in the source, what state it is in, what the business needs to keep.

2. 02

   Mapping and governance

   Field by field, with duplicate rules agreed where they are cheap.

3. 03

   Build and controlled load

   The target model built, then data loaded in batches with reconciliation after each.

4. 04

   Validation

   Internal checks, then user acceptance by the people who know what the records should look like.

5. 05

   Cutover

   A freeze, a final delta, a go or no-go by a named person, and a rollback nobody expects to use.

6. 06

   Stabilization

   We stay on while the team works in the new system and fix what real use finds.

Questions we get