CRM
CRM migration without losing the business
11 March 20267 min read
Most migrations fail on mapping and validation, not on the platform choice.
A migration is a data project wearing a software project's clothes. The platform decision is the smallest part of it.
Map, clean, then move
Agree the target schema first. Clean at source where possible. Transform explicitly, never implicitly.
Stage the move so the business can keep operating, and validate every stage against agreed counts and samples.
Adoption is part of delivery
A technically correct CRM nobody uses has failed. Pipelines, permissions and reporting have to match how the team actually sells.
MARKETING YOU'LLACTUALLY LOVE.
Tell us the objective and we will work out what it takes to reach it.