Salesforce migration consulting in Kansas City.

Usually, as long as the software can export data. We extract pursuits, clients, contacts and outcomes, map them to opportunities and related records, and link teaming partners through contact roles or a custom object. Proposal documents themselves often stay in the document system, with links from Salesforce records. We confirm the mapping field by field with your marketing team before loading anything.

Turning individual contact records into households and relationships. Legacy CRMs often store spouses, business owners and trusts as unrelated contacts. We work with your relationship managers to define how households form, apply those rules in a trial load, and let them review the results before the final migration. Getting households right matters because service, marketing and reporting all depend on them.

We keep it short and planned. The old system goes read-only at an agreed time, usually at the end of a business day, while the final delta load runs. Users log in to Salesforce the next morning with data already reconciled. For anything missed during the freeze, a simple form or list captures activity until the new system is ready, then it is entered once.