CRM & data migration paths

Small, clean migrations can take a few weeks. Larger migrations with years of history, attachments and complex relationships usually take two to three months including testing.

No. We reconcile record counts and key values between source and target, test in a sandbox first, and keep source IDs so every record can be traced.

Yes. Most work happens in sandboxes. Cutover is planned for a quiet period, with a final delta load so nothing entered in the old system is missed.

Redtail, Wealthbox and other advisor CRMs to Salesforce, Salesforce to HubSpot and back, Dynamics and spreadsheets to CRM, Pardot and Marketing Cloud to HubSpot or Braze, help desks to Service Hub, and MuleSoft CloudHub upgrades.

Recent ones include SOAP API login() for integrations, Lightning Sync, legacy workflow rules and Process Builder, older Open CTI telephony approaches and Exchange EWS connections. Each has a migration path; we can check which affect your org.

Not if it is designed properly. We agree which system owns each field, map external data to dedicated fields where needed, and test in a sandbox before switching on updates.

Mostly before. Removing duplicates and junk first makes the load faster and cheaper. Some cleanup is easier in the new system with its own tools, and we agree the split in the mapping.

Usually yes, but they are the hardest part. Volume, storage limits and how the old system exports files decide the approach, and some firms archive older files instead of moving them.

Old automation, unused fields, duplicate or empty records, and history nobody uses. Anything you might need for compliance can be archived in a searchable format instead of loaded into the new CRM.

Large migrations can hit daily API limits. We use bulk loading, schedule loads carefully and, when needed, ask Salesforce for a temporary limit increase.