Data Migrations

Migrating your contact data to a new CRM system includes a number of steps:

  • Define functions you want your new system to perform

  • Analyze the data within your current database

  • Configure and customize your new system

  • Map your current data to the new tables and fields

  • Extract your current contact data​

  • Import your current contact data into the new system

  • Test new system operation

  • Deploy new system

We work with you to ensure 100% effective data migration and the desired level of Saleforce functionality.