Services

CRM & Platform Migrations

End-to-end platform migrations that don’t break your business — because the hardest part isn’t the technology, it’s the adoption.

The Problem

You’ve outgrown your current CRM. Or your marketing automation platform. Or your CPQ system is holding back your sales team. The decision to migrate is clear — the execution is where companies get destroyed.

Data gets lost or corrupted. Workflows that took years to build need to be rebuilt from scratch. Integrations break in ways nobody anticipated. And worst of all, your team doesn’t adopt the new system — so you’re paying for expensive new software while people work from spreadsheets.

75% of system implementations fail due to poor adoption. We invest in enablement so your team actually uses what we build.

Our Approach

  1. 1

    Start with a comprehensive audit of your current systems — documenting every workflow, integration, custom field, and automation that needs to be migrated or intentionally retired.

  2. 2

    Design the target architecture first, resisting the urge to simply replicate your old system’s complexity in a new platform.

  3. 3

    Build a detailed data migration plan including field mapping, transformation rules, deduplication, and validation checkpoints.

  4. 4

    Migrate in phases with rollback plans at each stage — never doing a risky “big bang” cutover.

  5. 5

    Invest heavily in user enablement — training, documentation, and 45 days of post-launch support — because adoption is what determines whether your migration succeeds or fails.

What You Get

Migration Planning & Data Mapping

Complete inventory of what moves, what transforms, and what gets left behind — with field-level mapping between source and target systems.

Platform Configuration

Target system setup including objects, fields, page layouts, automation, validation rules, and security model — designed for how your team actually works.

Integration Architecture

Design and implementation of integrations between your new platform and every connected system — APIs, middleware, and data sync logic.

User Training & Enablement

Role-based training programs, quick reference guides, and office hours designed to drive adoption from day one.

45-Day Post-Launch Support

Dedicated support window after go-live to address issues, answer questions, optimize configurations, and ensure the system is working as intended.

Who This Is For

  • Companies that have outgrown their current CRM or marketing automation platform
  • Organizations consolidating multiple systems after acquisitions or mergers
  • Teams whose current platform vendor has changed pricing, strategy, or support quality
  • Revenue leaders planning a major platform change who want to get it right the first time

Related Insights

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Your revenue funnel is leaking and your tech stack is probably the main culprit. Here are five critical indicators that your revenue tech stack optimization isn't just overdue, it's actively costing you revenue.

Explore Our Other Services

GTM Systems Audit

A comprehensive evaluation of your entire revenue technology ecosystem — identifying data quality issues, unused licenses costing you money, automation gaps, integration failures, and architectural risks across CRM, MAP, and billing systems.

Revenue Data Foundation

We build the data governance framework that makes everything else work — golden record logic, deduplication strategy, cross-system data integrity, and the semantic layer your reporting and AI tools depend on.

Quote-to-Cash Optimization

We map your entire revenue workflow from quote through payment, identifying bottlenecks and automating manual steps across CPQ, billing, contract management, and revenue recognition.

Territory Planning & Optimization

Data-driven territory design that maximizes total revenue by matching the right accounts to the right reps — including capacity modeling, routing logic, and scaling frameworks for growing teams.

AI & Automation Strategy

Cut through the AI hype with a practical assessment of where automation and AI agents deliver real ROI — and where they don’t. We help you build governance frameworks, evaluate tools, and implement workflows that actually work.

Fractional RevOps Leadership

Senior RevOps leadership without the full-time overhead — owning strategic planning, systems architecture, team mentoring, and the connective tissue between your sales, marketing, and CS operations.

Ready to get started?

Schedule a complimentary 30-minute assessment and we'll help you determine if crm & platform migrations is the right fit for your team.

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