CRM Architecture · Service

Clean, accurate data
from day one.

Migrate legacy CRM data, deduplicate contacts and accounts, standardize fields, and establish hygiene rules that keep your CRM clean long-term.

Migration Without the Mess

Bad data migrated is bad data doubled. We run structured extraction, transformation, and validation before a single record touches Salesforce.

  • Legacy CRM extraction (HubSpot, Dynamics, Zoho, spreadsheets)
  • Deduplication of contacts, leads, and accounts
  • Field standardization and value normalization
  • Data enrichment with third-party sources
  • Relationship mapping — contacts to accounts to opportunities
  • Historical activity import (emails, calls, meetings)
  • Post-migration audit with accuracy reporting
  • Ongoing hygiene rules and duplicate prevention
Get a migration assessment

Our Migration Process

Audit: We map your source data, identify quality issues, and build a field-level migration spec before touching anything.

Transform: Data is cleaned, deduplicated, and transformed in staging — not live.

Validate: Accuracy checks, relationship integrity tests, and stakeholder sign-off before go-live.

Monitor: 30-day post-migration monitoring with rollback capability.

Migrating from another CRM?

Get a free data audit and migration plan scoped to your exact source system.

Book a free consultation
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