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Top Rated Salesforce Consultant

Migrate to Salesforce with Pre-Built Packages

Standard Migration Packages for popular CRMs or Custom Migration

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Why Migrate?

Migrating from any CRM to Salesforce is a major undertaking, requiring massive amounts of data transfers, field creation, set-up, etc. With our expertise, we not only take on this challenge for you, but we also elevate your workflows to new levels, made possible by Salesforce’s highly-tailorable nature.

Migrate Features

We install our pre-built customizations into every instance during a migration

  • Standard Features
  • Custom Options Available
  • Built-In Strong CRM Customizations
  • Playbooks
  • Rollup Code
  • Renewal Tracking
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Migration Pricing

3 Different Packages

Basic

For startups and early stage orgs looking to get started with basic Salesforce implementations

$10,000

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Standard

For early stage and mid stage orgs with a sophisticated stack and more advanced customization needs

$14,000

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Custom

For mature orgs looking to scale by implementing fully-customized Salesforce solutions

$18,000+

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Tools

  • We work with all the industry-leading technology solutions in the space, including.
  • While we certainly have recommendations of great sales tech, we are platform agnostic and can integrate your preferred solutions directly with Salesforce so your team doesn’t miss a beat
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Services

Our Core Services

  • Implementation

    From CRM to Marketing Automation to Sales Execution, our team of experts will configure your revenue engine to drive results and maximize pipeline growth.

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  • Managed Services

    Our expert-led Managed Services offer you a team of Revenue Leaders, Salesforce Developers, and RevOps Specialists for less than the price of a single full-time employee.

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Lead Lifecycle Template

Our tried-and-true lead lifecycle optimization template has increased pipeline revenue by
as much as 40% at organizations like yours

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Resources

  • Blogs

    Your one stop for industry news, CRM and RevOps content

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  • Salesforce Rollup Code

    The Scalable Way to Create Roll-Up Summaries Using Salesforce Flow

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FAQs

What is a CRM Migration?

A CRM migration is moving from your current CRM platform to one that better suits your
organization’s needs, for example – moving from Hubspot CRM to Salesforce Sales
Cloud.

How do I know if I need to Migrate to a new CRM?

As your company grows, your current CRM can become obsolete fast. You need a CRM
that is customized for your operational needs and is capable of scaling your sales,
marketing and customer success engine to maximize growth.

How do I Migrate CRMs?

A CRM migration can get complicated. It involves transferring massive amounts of data,
setting up various user profiles, and creating complex automated sales and marketing
flows. Consulting with a Salesforce partner is a great approach to tackling a migration

Will a CRM migration disrupt our sales and marketing operations?

A CRM migration can be done over the course of a few weeks, with little to no disruption
of your business operations. Once everything is migrated over and set up properly, you
can simply move your users to the new CRM instance and power-up your revenue
operations.

Ready to Unlock the Full Power of Your Salesforce?

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