Data Migration
CRM and platform data migration. Safe, accurate transfer of contacts, deals, and history with validation and minimal downtime.
I help businesses move data between systems safely and accurately—contacts, deals, history, and custom objects. As an independent consultant, I focus on planning, mapping, validation, and execution so you get a clean cutover with minimal risk.
Data Migration Services Include:
- Full Data Transfer: Contacts, companies, deals, activities, custom objects, and related records moved with clear mapping and rules.
- Platform-to-Platform: Migrations between CRMs and business platforms (e.g. HubSpot, Salesforce, Zoho, and others) and into/out of spreadsheets or tools.
- Minimal Downtime: Migration approach designed to keep you operational where possible, with cutover planned around your schedule.
- Validation & QA: Checks for completeness, duplicates, and integrity so the new system is reliable from day one.
- Custom Field Mapping: Complex fields and custom objects mapped and transformed so nothing important is lost.
- Post-Migration Support: Verification, troubleshooting, and small adjustments so you can run on the new system with confidence.
Process:
- Discovery & Scoping: Understand source and target systems, data volume, and requirements; agree on scope and timeline.
- Test Run: Migrate a sample, validate results, and fix issues before full migration.
- Full Migration: Execute the move in an agreed window with validation at each step.
- Handover: Confirm data in the new system and document any quirks or follow-ups.
Whether you're changing CRMs, consolidating data, or moving to a new platform, we work step-by-step so your data supports your business. Contact me to discuss your migration.