Migrate without the mess

Merging systems or moving to Salesforce? We handle the complexity so your data, processes, and teams stay in sync.

What you get

A clean, connected Salesforce org built to support scale—whether you’re integrating after a merger or replacing a legacy CRM.

Perfect for

Companies moving off of an old CRM

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Business going through acquisition or merger

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Teams consolidating tech stacks

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Companies moving off of an old CRM • Business going through acquisition or merger • Teams consolidating tech stacks •

Project snapshot

  • We bring your data, processes, and workflows into Salesforce—with clarity and care.

  • We connect Salesforce with the tools your team already uses, from billing platforms to support systems.

  • We make sure your sales, finance, and ops teams work from the same source of truth.

How we work

Phase 1: Scoping & Requirements

We dig into your current systems, needs and goals.

Phase 2: Design & Development

We build scalable architecture and smart workflows.

Phase 3: UAT & Enablement

You test, your team trains, and we fine-tune.

Phase 4: Go-Live

We deploy to production and ensure a smooth handoff.

Phase 5: Kanban Support

Quick-turn fixes and real-time collaboration.

Phase 6: Strategic Managed Services

Ongoing support to optimize and scale.

Communication Cadence

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Weekly executive status reviews

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Scheduled standups (3-5x per week)

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Flexible working sessions as needed

Project details

Timeline: 8-20 weeks

Cost Range: $25k — $300k

Key Variables

  • Each additional Salesforce cloud (e.g., Sales Cloud, Service Cloud, Marketing Cloud) adds complexity to your setup. We tailor each cloud to your unique workflows and ensure seamless integration between them.

  • Bringing in clean, accurate data is key. The size, structure, and condition of your existing data (from spreadsheets, CRMs, or other tools) affects the effort required for import, mapping, and validation.

  • The number and complexity of systems that need to connect with Salesforce—such as ERPs, marketing platforms, or custom applications. Deeper integrations typically require custom APIs, data sync logic, and additional testing to ensure reliability across platforms.

  • The amount of post-launch assistance required after the initial implementation. This includes user training, system optimization, ongoing admin support, and issue resolution. Longer support durations increase the project’s overall scope and cost but ensure long-term success.