Real Clients, Real CRM Work
FIMC and TDECU are our two published migration stories, told in full below. The rest of these logos come from our work across five CRM platforms.
A CRM Migration Planned Around Your Data, Not Just Moved
A CRM migration means moving your records to a new home. That could be one CRM platform to another, or a legacy and spreadsheet-based system into a modern CRM. Either way, the goal is no lost history and no duplicates.
We treat data integrity as the whole job, not a side effect of the move. That means mapping fields and de-duplicating before a single record moves, then validating what landed against what left.
We are CRM-only. We sell none of the platforms you might be migrating to. The recommendation, on which platform and how much to move, follows your process, not a license target. Platform-specific detail lives on the Salesforce, HubSpot, and Microsoft Dynamics 365 migration pages.
What a CRM Migration Covers
Every migration engagement includes the following, scoped to what your systems actually need:
Data Audit
We review the source system's data, including how clean, duplicated, or incomplete it actually is.
Mapping & De-Dup
We map fields between the old and new system, and flag duplicates before anything moves.
Migration Plan
We plan what moves, in what order, and what stays behind, reviewed with your team before we start.
Staged Cutover
We move data in reviewed stages, not one big-bang release, so problems surface early and small.
Validation & QA
We check what landed against what left, record by record where it matters, not a sample check.
Post-Migration Support
We support the first weeks live, so issues get caught while the context is still fresh.
From Data Audit to Live Migration
Here is how a typical migration runs, start to finish:
Discovery
We audit the source system's data and map what needs to move.
Plan
We design the migration plan and field mapping, reviewed with your team before we start.
Migrate & Validate
We move data in staged batches and validate each stage against the source.
Cutover & Support
We support the go-live and the first weeks of live use.
CRM Migrations, Delivered
Two of the 45 published engagements show migration work specifically, both landing on Microsoft Dynamics 365 (more detail on the Dynamics 365 migration page):
Why Teams Choose Us for Migration
What a CRM-only migration partner gets you that a generalist cannot:
Built Around Data Integrity
Mapping and de-duplication happen before a record moves, not as cleanup after. That is the difference between a migration and a data spill.
We Sell None of Them
We are not paid a license margin on any platform. The migration plan follows your data, not our commission.
Staged, Not Big-Bang
We move data in reviewed stages, so a problem surfaces early and small, not after every record has already moved.
The Same Team, Start to Cutover
The consultants who plan the migration run the cutover. No handoff to a separate delivery team partway through.
Related CRM Services
Below are the services teams often pair with migration: