Completeness is the expensive mistake.
The most common error in CRM migrations is the pursuit of completeness: everything has to come along so that nothing is lost. The result is a new system carrying the duplicates, dead fields and quirks of the old one — and the same maintenance problems with them.
So we treat migration as a data quality project. What moves across is justified: active customers and deals, the history you actually need, duplicates resolved. What stays behind is archived and documented rather than quietly disappearing.
Typical source systems are Salesforce, Microsoft Dynamics and Pipedrive, alongside home-grown solutions and spreadsheets. The effort depends far less on the source system than on the state of the data inside it.
What comes across is a decision.
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Inventory first
We establish what is actually used in the legacy system, not what it was once designed to hold.
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The target model
Which object goes where, and which system leads for it, is settled before a single record moves.
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Cleanup before load
Duplicates merged, formats standardised, dead fields dropped rather than carried across into the new system.
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Test run in sync
A test migration runs against the old system so both can be compared on real data before the switch.
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Documented archive
Everything that does not come along is archived and documented, so it can still be found when someone asks.
A clean start, not a copy.
Justified scope
There is a reason for everything you bring along — not simply everything that is there.
Cleaning included
Duplicates resolved, formats standardised, origin documented.
Test run before switching
A comparison on real data before the old system is shut down.
Archive instead of loss
What stays behind can still be found — it has not silently disappeared.
