Salesforce Migration · Durham

Salesforce migration in Durham.

We move Durham-Chapel Hill teams from homegrown databases, spreadsheets and other CRMs into Salesforce, cleaning and validating records before the final load.

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Salesforce Migration for Durham companies

Migration projects in Durham often involve data built up by researchers, business developers and program staff in tools never designed for sharing: departmental databases, spreadsheets, a legacy CRM or several at once. We inventory those sources, agree on a target model, map fields, standardize values and remove duplicates in staging. Trial loads run in a sandbox where users confirm their own records. Regulated information is classified first, so only data that belongs in Salesforce is moved and nothing sensitive lands without controls.

Local industries

How migration plays out in Durham.

Professional, scientific, and technical services

Research organizations and consultancies frequently hold sponsor and client history across proposal archives, shared drives and a contact database. Migrating that into Salesforce means linking contacts to the right institutions, reconstructing proposal outcomes and carrying over award values leadership uses for win-rate analysis. We agree on how far back history should go and archive the rest where proposal teams can still search it. Lists kept by individual researchers are merged carefully so relationships survive staff departures.

Health care and social assistance

Health systems and community providers moving outreach, donor or referral data into Salesforce must decide what counts as protected information before anything moves. We classify fields, carry over communication preferences and consent, and load clinical references only as identifiers linked back to the EHR. Grateful-patient and donor programs need extra care, because rules about using patient information for fundraising shape which fields may transfer at all, and development officers should confirm those rules before mapping starts.

Technology

Technology startups and scale-ups around Research Triangle Park often outgrow a starter CRM once enterprise deals, partner channels and renewals appear. Migration moves accounts, contacts, open deals and relevant activity, while redesigning stages and fields rather than copying the old tool's limitations. We also bring subscription terms and renewal dates across accurately, and reconcile them against billing, since errors there distort forecasts and customer success work in the first quarter after cutover.

Plan for it

What to plan for in Durham.

Classify data before moving it

Durham organizations often hold research, clinical or personal financial information alongside ordinary contact details. Tag each source field by sensitivity and decide whether it belongs in Salesforce, needs restricted visibility or should stay in its current system, before anyone writes a mapping.

Gather personal contact lists early

Individual scientists, advisors and sales staff keep their own contact lists. Collect those spreadsheets and address books early, deduplicate them against the main sources and confirm ownership, so valuable relationships are not lost and nobody is surprised to find their contacts reassigned.

Keep the legacy freeze short

Plan a brief edit freeze on the old system, run the final load plus a delta of recent changes, and open Salesforce to users right after validation. Leave the legacy tool in view-only mode for a period so people can check history while they build trust in the new records.

Scope

What our migration covers.

Source analysis
Mapping
Cleanup
Test loads
Cutover

How our salesforce migration works →

Salesforce products

Salesforce Sales Cloud Salesforce Service Cloud Salesforce Financial Services Cloud MuleSoft

Proof

Related client work.

Client names are anonymized, and these projects are not specific to Durham.

Financial Compliance (RegTech) A PE-backed compliance-software company migrated from HubSpot to Salesforce in 4-6 weeks 4-6 wks · HubSpot→Salesforce migration Cybersecurity A cybersecurity company unified sales and support on Salesforce and migrated 2,300 accounts in 6-8 weeks 2,300 · Accounts migrated

FAQ

Migration in Durham: questions.

Our sponsor and award history lives in a database a former staff member built. Can that move?

Yes. Homegrown databases need more discovery than commercial CRMs because their structure and business rules are often undocumented. We interview the people who built and use them, profile the data to find patterns and anomalies, and design mappings to Salesforce objects that reflect how sponsors, proposals and awards actually relate. Trial loads let researchers confirm results before the old database is retired.

Which emails, meetings and call notes should follow us into Salesforce?

Decide first how much history users truly need. Recent emails, meetings and calls linked to open opportunities or active accounts are usually worth migrating, while older correspondence can be archived. We extract activities with their dates, owners and related records, load them as tasks and events, and verify a sample with users. Connecting email and calendar sync at go-live then captures new activity automatically.

Is it risky to switch CRMs in the same quarter as a regulatory submission?

You can, though we advise against it when there is any choice. Choose a cutover window away from quarter-end close, major conferences or submission deadlines, when fewer people depend on the old system. If timing cannot move, we reduce risk with extra rehearsal loads, a shorter freeze and more support on the first days. Leadership should confirm the window early so Durham teams can plan around it.

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