Data Migration

Data Migration & CRM Consolidation

Expert data migration services for CRM consolidation, platform switching, and multi-system unification. We handle the hardest part of any martech project — moving your data safely, accurately, and completely from legacy systems to modern platforms without disruption.

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100+
Migrations Completed
Zero
Data Loss
99.9%
Accuracy Rate
50M+
Records Migrated

What's Included

CRM-to-CRM Migration

Full migration between Salesforce, HubSpot, Dynamics, Zoho, and other CRMs with complete data preservation.

Data Mapping & Transformation

Complex field mapping, data type conversion, format normalization, and business logic transformation rules.

Deduplication & Cleansing

Identify and merge duplicates, standardize formats, validate data quality, and enrich records during migration.

Historical Data Preservation

Migrate activity history, email logs, deal history, notes, and attachments u2014 not just contacts and companies.

Multi-System Consolidation

Consolidate data from multiple CRMs, spreadsheets, and databases into a single unified system.

Rollback Planning

Every migration includes tested rollback procedures and backup strategies for zero-risk execution.

Platforms & Technologies

Migration Tools

Import2 Trujay Data Loader Skyvia Custom Scripts

Source CRMs

Salesforce HubSpot Dynamics 365 Zoho Pipedrive

Data Quality

Validity/DemandTools Cloudingo Insycle Informatica Excel/Python

Real-World Results

Salesforce to HubSpot Migration

Challenge

Overbuilt Salesforce with low adoption, $180K annual licensing, 50K contacts

Solution

HubSpot Enterprise with all data migrated, workflows rebuilt, team trained

Result

$120K annual cost savings, adoption from 45% to 92%, all historical data preserved

3-CRM Consolidation

Challenge

Sales team in Salesforce, support in Zoho, marketing in HubSpot u2014 no unified view

Solution

Consolidated to HubSpot with unified contact records, merged histories, and single pipeline

Result

360u00b0 customer view, eliminated manual data sync, 60% faster customer response times

Key Benefits

Zero Data Loss

Guaranteed data completeness with validation at every stage.

Clean Fresh Start

Migrate clean, deduplicated data u2014 not garbage in, garbage out.

Preserved History

All historical data, activities, and relationships maintained.

Minimal Disruption

Phased migration approach minimizes business disruption.

Our Process

Assessment

Audit source systems, map data models, identify quality issues, and plan the migration approach.

Mapping & Rules

Create detailed field mappings, transformation rules, and data quality criteria.

Test Migration

Execute test migration in sandbox, validate results, and iterate until perfect.

Production Migration

Execute production migration, validate, and provide post-migration support.

How We Compare

Aspect Traditional Widelly
Planning Dump and import Detailed mapping, quality checks, and test migrations
Data Quality Migrate as-is (including garbage) Clean, deduplicate, and enrich during migration
History Contacts only, lose activities Full history migration u2014 emails, calls, notes, deals
Risk No rollback plan Tested rollback procedures and parallel running

FAQ

How do you ensure no data is lost during migration?
We run parallel systems during migration, validate record counts at every stage, do field-level data comparison, and maintain complete source system backups. We guarantee zero data loss in writing.
Can you migrate custom fields and objects?
Yes. We map all custom fields, objects, and relationships between platforms u2014 including picklist values, formulas, and validation rules. Complex field types are mapped to appropriate equivalents.
How long does CRM migration take?
Small (under 50K records): 2-4 weeks. Medium (50K-500K records): 4-8 weeks. Large (500K+ records with complex data): 8-16 weeks. Multi-system consolidation: 12-24 weeks.
Do you migrate email history and activities?
Yes. We migrate emails, calls, meetings, tasks, notes, documents, and attachments. This requires platform-specific approaches (e.g., Salesforce activity migration vs HubSpot engagement import).

Related Services

Salesforce CRM Implementation HubSpot CRM Implementation & Optimization Customer Data Platform (CDP) Implementation Customer Segmentation & Personalization
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