Salesforce migration consulting in Cincinnati.

With an inventory. We list every source, count records, sample quality and ask which teams rely on each one. That usually reveals overlaps, such as the same customer in the ERP, the old CRM and a rep's file with three different addresses. From there we agree on a master source for each field and design matching rules before any mapping or loading begins.

Bring what people will use. Active policies, open claim references, recent correspondence and the relationships between people and accounts usually belong in Salesforce. Older activity may be better kept in an archive linked from the record, which holds down storage costs and load times. We review retention requirements with compliance first, because some records must stay accessible for set periods regardless of where they live.

Yes, in sequence rather than in parallel. The CRM migration comes first so contacts and accounts are clean and deduplicated, then marketing data is matched against them. That order avoids creating a second set of duplicates in Marketing Cloud. Templates, lists and suppression data are moved and tested before sending resumes, and consent history is reconciled carefully across both systems.