At StrategicDB, we help migrate data between systems while ensuring that only clean, usable, and relevant data is transferred. Automated tools can bring over historical data, including outdated, spam, or customized information—but our services go further. We provide a custom approach, including data cleansing and full migration, so your data is accurate, organized, and ready to use in your new system.
CRM Data Migration Services
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Database Migration Services
At StrategicDB, we don’t just migrate your data we help you develop the right data strategy for your business. We work to understand the purpose of your data, identify missing information, and outline steps to collect or append data in the future. We also help determine which data fields should not be migrated, ensuring your new system is optimized, clean, and actionable from day one.
We ensure your data is fully cleansed before migration, helping you avoid the hassle of moving outdated, duplicate, or unusable records to your new system.
Learn more about our Data Cleansing Services Here.
Once your data is migrated, we help create data quality reports so you can monitor the health of your database. Track metrics like prospect and customer growth and data completeness to quickly identify and address any quality issues.
Frequently Asked Questions about Data Migration
The process of data migration starts with understanding the data. Next step is a data audit, to identify issues with your data such as duplicates, outdated data and unstandardized. Once data issues are identified and data strategy is created then we can start on data cleaning, followed by data preparation. After data prep, the next step is to input the data into the new CRM/Database. Once data has been migrated, the final step is to set up a data quality dashboard to ensure that the quality of data remains.
We use different tools for database migration depending on data needs. At StrategicDB, our customized approach to data migration sets us apart. We don’t use a one-size-fits-all solution because we understand that your data, platform setup, and business processes are unique so your migration should be too.
We combine automated and manual processes, leveraging both third-party and in-house tools to ensure your migration is done right. If you’re looking to migrate your CRM, we’d be happy to provide a personalized quote tailored to your needs.
The cost of migrating data between CRMs depends on several factors, including the volume of data, the setup of your old and new CRM, the level of data clean-up required, and your overall data strategy. If you’re looking to move data between two systems, we’d be happy to provide a custom quote tailored to your needs. We are happy to provide you with a free data audit and a quote.
As a CRM migration company, we do not have a standard migration timeframe, as each project is unique. After conducting a free data audit, we provide a custom timeline tailored to your specific migration.
Typically, most data migration projects are completed within three weeks, but timelines can range from a few days to several months, depending on factors such as data strategy, data cleaning requirements, volume, and the complexity or customization of your data.
We help integrate your newly acquired data into your existing database with precision and care. Our process ensures that:
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No duplicates are created
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Existing data is accurately updated following a proper hierarchy
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Data is standardized to match your current layout
This approach protects the integrity of your database and ensures your systems remain clean, organized, and fully functional.
We have extensive experience working with a wide range of CRMs, including but not limited to: Salesforce, ZohoCRM, Monday.com, SQL databases, HubSpot, Insightly, SugarCRM, Oracle, and more.
We also migrate data between marketing automation platforms, such as HubSpot, Marketo (Adobe Marketing Cloud), Eloqua (Oracle Marketing Cloud), Salesforce Marketing Cloud, MailChimp, Constant Contact, and others.
As long as your system allows data to be exported and imported via CSV, API, or other methods we can handle the migration efficiently, securely, and accurately.
Whether you’re just starting out or looking to migrate your existing data, we can help set up your new CRM efficiently. We also provide recommendations for the best tool to fit your data structure and sales process. Plus, we can connect your CRM to marketing automation platforms, ensuring seamless data flow and optimized workflows.
We partner with CRM agencies all the time. At StrategicDB, we believe that strong communication between development teams and our experts is essential for a successful CRM migration. We are happy to work closely with your agency to ensure your data aligns perfectly with the processes and layout of your new database.