Information Technologies
Software and IT companies, a MassEcon target sector, typically migrate from HubSpot or another starter CRM once they add sales territories, partners or enterprise contracts. Beyond accounts and deals, they need lifecycle stages, lead sources and marketing attribution carried over without breaking the reports their investors review. We map those fields carefully and decide early whether marketing stays in its current tool or moves as well. Investors and boards see continuity, not a reset.
Professional, scientific, and technical services
Older consulting, engineering and research firms often migrate from a homegrown client database or an aging CRM that only a few people understand. Their data mixes current clients, alumni contacts and prospects under inconsistent names. We standardize organizations and people, preserve the engagement history partners rely on and retire contact lists nobody has touched in years, so the new org starts cleaner than the old one ended. Retired lists are archived, not destroyed.
Clean, Green & Blue Technologies
MassEcon also targets clean, green and blue technologies, a group spanning energy, climate and ocean-related companies. Their pre-Salesforce records often live in spreadsheets covering sites, grants, pilots and utility or municipal partners. Migration turns those into structured records with real relationships, such as pilots linked to partners and sites, so business development teams can track projects and funding deadlines in one place. Grant reporting then draws on the same records instead of a separate tracker that someone must keep current.