CRM Selection and Data Migration

We'll structure your data and empower your team to use it effectively in a right-sized CRM solution that will fit your organization for years to come.

When possible, we'll recommend iterative processes that put new tools to work sooner rather than later. If a large system needs to be replaced all at once, we're experts at that, too.

Once we've done our work, we'll be here to provide strategy, support and development for years to come.

It's lovely to work from static spreadsheets we can clean up and import, but we're also up to the task of large-scale, multi-round imports when we're switching out back-end systems with minimal disruption to your front-end users.

Whether it's a one-off import or a scripted migration, we're active partners in the process, invested in truly understanding your data and how it's used so that we can be the best advocates for your needs as we help you adjust to a new system.