Salesforce CRM Migration

Let’s determine your current problem…

Before changing your current CRM platform and migrating to an alternative, you need to understand the existing setup of your CRM platform prior to making drastic expensive migration decisions.

It’s easy to want a new platform to start again; however, you’re at risk of making the same mistakes again as previous bad habits may not have been addressed.

If you don’t review your current platform, you’ll find that you may have underestimated how many live items require migrating and the efforts involved in doing so.

This a common issue that organisations make; stretched resources and constant push back in timelines with added internal pressure for roll-out.

How to make the problem go away…

By reviewing your current CRM platform critically, you will have the justification needed to migrate to a new platform with the information at hand to win over internal sponsors.

We conduct platform reviews to identify areas in internal/external compliance breach, outdated assets, overcomplicated or infancy level processes and provide a platform migration review of areas for best practice optimisation needs. This will help estimate costs, timelines, and you’ll also get a feel for the scale of migration required.

Our Sales and Customer Services CRM migration review workshop is delivered in six milestones:

(Please note: Platform review service does not include the implementation or of optimisations recommended and any upskilling training services.)


Before the workshop, we conduct a remote platform review, questionnaire and interviews with your sales operations lead, commercial lead and CRM Admin.


The full-day intensive workshop led by the Salesforce Consultant will cover agreed agenda line items based on the situational analysis stage.


From approved items pulled from the workshop, your Salesforce Consultant will design a solution for platform optimisation, based on your business needs.


We’ll then present the consultancy platform optimisation design to key marketing stakeholders with an opportunity for Q&A and revision requests.


Once agreed, you can sign-off the solution design with the option to commission Seamlessideas to deliver the platform optimisations or to consult your team.


Depending on which service you commission, we’re adaptable to meet your needs.

BENEFIT: Clear Optimisation Strategy

Get a clear view on optimisation changes required on a strategic level, supporting you to resource accordingly based on identified quick wins and high-value impact changes. Necessarily going through a refurbishment process with a sustainable solution designed.

BENEFIT: Streamlined Processes

Optimisation of current practices that may be in breach of legislation requirements, safeguarding your marketing operations efforts including improving operational efficiency through advanced automated best practices bringing alignment between marketing, sales and end-users touch points.

BENEFIT: Programme Management Consultancy

Complete the CRM platform migration review consultancy project with an incremental roll-out plan for delivery requirements empowering you with the conviction you need to pitch and win over internal sponsors.

Get in touch with us to see how we can help you with your project.

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