CRM Migration
CRM migrations fail when data gets lost, integrations break, or teams can't find what they need. I've migrated Salesforce to HubSpot, consolidated 3 legacy systems into one platform, and maintained 100% data integrity every time. The secret: obsessive pre-migration auditing and parallel-run validation.
How It Works
Pre-Migration Audit
Map every field, every integration, every automation in your current system. Identify data quality issues, duplicate records, and orphaned data before touching anything.
Architecture Design
Design the target CRM structure: custom objects, field mappings, lifecycle stages, and automation logic. Get stakeholder sign-off before migration begins.
Data Migration & Validation
Migrate in phases with validation at each step. Parallel-run the old and new systems until every record is verified. No big-bang cutovers.
Post-Migration Support
30 days of post-migration monitoring, team training, and integration verification. Fix issues in real-time before they compound.
Proven Track Record
Frequently Asked Questions
Ready to Fix Your Marketing Technology?
Whether you need a HubSpot implementation, a CRM migration, or a complete martech overhaul — I've done it at 4 companies and can do it for yours. Open to consulting, fractional, and full-time engagements.