Move to Salesforce without the headaches
Migrating from another CRM or spreadsheets to Salesforce? We plan it, clean and migrate your data, map your processes and train your team — so you switch with confidence and your sales and service keep running.
The Salesforce your team lands on
Clear dashboards, a clean pipeline and every account, contact and deal migrated into one place. This is the kind of Salesforce experience we move you to — your history preserved, your data reconciled and your team ready from the first day after cut-over.
Leads migrated in full
Every lead, its owner and its source mapped across from your old CRM — nothing dropped in the move to Salesforce.
Pipeline carried across
Open deals, stages and values mapped to matching Salesforce stages, so your forecast survives the switch intact.
Reconciled from day one
Reports and dashboards rebuilt on migrated data, with totals reconciled against the source so the numbers match.
History preserved
Calls, emails and meetings migrated onto one clean timeline, so nothing is lost when you leave the old CRM behind.
Your route to Salesforce
From any CRM or spreadsheets to a clean, trusted Salesforce org.
A Safe Switch to Salesforce
We de-risk your move with a clear plan, clean data migration and a rehearsed cut-over — so you leave your old CRM behind without losing history, momentum or trust in the data.
- Assess
- Cleanse
- Migrate
- Validate
- Data audit & field mapping
- Deduplication & cleansing
- Migration, reconciliation & sign-off
- Rehearsed cut-over & training
Migration Assessment
Understand your data, processes and what is worth bringing across.
Data Cleansing
Deduplicate and clean data before it lands in Salesforce.
Data Migration
Map and migrate accounts, contacts, deals and history.
Process Mapping
Recreate your sales and service processes in Salesforce.
Training & Cut-Over
Train users and switch over with a rehearsed plan.
A migration partner you can trust with your data
We’ve moved CRM and ERP data for a quarter of a century — so you get a rehearsed, reconciled migration to Salesforce, not a risky one-shot import.
Nothing left behind
Accounts, contacts, deals, history and attachments mapped and migrated — your important data comes across intact.
Reconciled, not just loaded
Every migration is validated against the source with a reconciliation report, so the numbers match and you can prove it.
Cleaner than before
We deduplicate and cleanse before the move, so you leave clutter behind and start Salesforce on trusted data.
Minimal disruption
A rehearsed cut-over and careful sequencing keep sales and service running while you switch to Salesforce.
What we migrate from
We move you to Salesforce from almost any source.
Signs it’s time to move to Salesforce
If any of these sound familiar, a planned, low-risk migration will get your team onto one trusted CRM without losing history or momentum.
Plan your migrationYour current system can’t keep up with how the business now sells and serves.
Your team avoids the old CRM, so the data is patchy and no one trusts it.
Duplicates and stale records make reporting unreliable and follow-ups messy.
Reps can’t update deals or check accounts on the road, so records fall behind.
Your current contract is up — the right moment to move rather than renew.
Multiple CRMs need to become one clean, unified Salesforce org.
Lift-and-shift vs fresh start
Bring everything across, or take the chance to start clean? We help you decide.
We help you decide what to carry across and what to leave behind for a clean Salesforce start.
A rehearsed, low-risk migration
Careful planning and validation keep your move safe and your data trustworthy.
Assess
Inventory your data, processes and integrations.
Map & Cleanse
Map fields and clean the data before migration.
Migrate
Run the migration in controlled, repeatable loads.
Validate
Reconcile migrated data against the source.
Cut-Over & Train
Switch over with a rehearsed plan and train users.
Documents that de-risk your move
Everything you need to migrate with confidence and prove the result.
What changes after the move
A clean, trusted Salesforce org your team adopts with confidence.
History Preserved
Your important data and history come across intact.
Minimal Disruption
A rehearsed cut-over keeps sales and service running.
Data You Can Trust
Reconciled, validated data from day one.
A Cleaner CRM
Leave old clutter behind and start clean.
Choose how we move you
From a quick assessment to a fully managed migration.
Migration Assessment
A focused study with a recommended approach and plan.
- Data inventory
- Field mapping
- Costed plan
Managed Migration
End-to-end migration delivered to a fixed plan.
- Cleanse & migrate
- Reconciled
- Cut-over support
Data Migration
Just the data move into an existing org.
- Field mapping
- Loads & checks
- Reconciliation
Co-Migration
We migrate alongside your team.
- Joint effort
- Skills transfer
- Shared ownership
“They moved us off our old CRM without losing a thing. The data came across clean, the totals reconciled to the penny, and our team barely felt the switch.”
Related Salesforce services
Migration is the start. The same certified team can advise, implement, customise, connect and support your new Salesforce org.
Consulting & Advisory
CRM strategy, health checks and a roadmap before you move.
Learn moreImplementation
A full Salesforce setup and rollout, delivered on time and budget.
Learn moreCustomization
Tailor Salesforce with flows, objects and Lightning components.
Learn moreIntegration
Connect Salesforce to your ERP, marketing and support tools.
Learn moreManaged Support
Keep Salesforce healthy and improving, month after month.
Learn moreReports & Dashboards
See your pipeline and performance clearly, at a glance.
Learn moreSales Cloud
Pipeline, opportunities and sales productivity in one place.
Learn moreAll Salesforce Services
Browse the full range of Salesforce consulting and delivery.
Explore allReady to move to Salesforce?
Let our team plan a clean, low-risk migration from your current CRM or spreadsheets.
Get a Migration PlanSalesforce migration — common questions
We migrate from other CRMs, spreadsheets and legacy systems — including accounts, contacts, deals, history and attachments.
No. We map and migrate the data that matters and reconcile it against the source so nothing important is lost.
We minimise disruption with a rehearsed cut-over and careful sequencing, so sales and service keep running.
Not always. We help you decide what to migrate and what to leave behind for a clean Salesforce start.
Yes. We train users and provide post-migration support so the switch sticks.