Move to a new CRM with checks at every step
We move your records from spreadsheets or an older CRM into Zoho, Salesforce or HubSpot. We rehearse the move in a sandbox first, so surprises happen there and not in your live system.
Is this for you?
- You are switching from one CRM to another
- Your customer data lives in several spreadsheets
- You have duplicate records and nobody trusts the data
- You are worried about losing history during the move
What you get
- A mapping sheet that you approve
- A pilot migration report
- A validated live migration
- A short note on what was moved, changed or left behind
What we do
Where we can help
Data audit
We look at what you have, what is missing and what is duplicated.
Field mapping
Every old field is matched to a new field and agreed with you.
Cleansing
Duplicates, bad formats and empty records are fixed before the move.
Pilot migration
A full trial run in a sandbox so mistakes show up early.
Validation
Record counts and field-by-field checks against the source.
Cutover
The final move, planned for a quiet window and agreed in advance.
Questions
Good questions on this topic
Will we lose any data?
No process can promise zero exceptions, but ours is built to keep them to a minimum. We stage the data, run a pilot in a sandbox, and compare record counts and fields before anything goes live.
Can we keep working during the migration?
Usually yes. We plan the final cutover for a quiet window and agree it with you beforehand.
What about notes and attachments?
In most cases they can move across. We confirm what carries over during the data audit.
Related
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CRM consulting and implementation
Choose the right platform and have it designed, built and tested around your process.
Learn more →CRM integration
Connect your CRM to forms, telephony, accounting, ERP and the rest of your tools.
Learn more →Training and managed support
Role-based training, hypercare after go-live and monthly administration.
Learn more →Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.