A CSV import can move records while destroying context. Owners, stages, consent, source attribution, and historical notes need explicit decisions before the destination account goes live.
SBG / serviceFor new and existing businesses
CRM Migration & Cleanup
Move the pipeline without moving the mess.
01 / Who this is for
When this
work helps.
For companies leaving an old CRM, combining multiple databases, or trying to repair a system that no longer reflects how sales actually happens.
SBG inventories source systems, defines the canonical model, cleans and maps data, tests sample migrations, reconciles totals, and documents the cutover and operator workflow.
02 / What better looks like
The changes this work
should support.
Cleaner contact data
Trusted lifecycle stages
A safer cutover
03 / What we may build
The useful parts,
priced before we start.
Your project may need fewer pieces or more. These are the deliverables most often involved.
- 01
Source-system inventory
- 02
Field and stage mapping
- 03
Deduplication rules
- 04
Test and production migration
- 05
Reconciliation and cutover guide
Led by Nate
A useful first
conversation.
Meet the people doing the work ↗Pick one task your team repeats. We will check whether automating it is worthwhile.
- The steps, tools, and weekly volume of the task
- Approved sample data and access to a safe test environment
- Someone who owns exceptions and final approvals
How we check the work: We test normal requests, duplicates, missing data, failed connections, and the handoff to a person.
06 / Common questions
Before you
start.
What can CRM Migration & Cleanup include?+
A project may include Source-system inventory, Field and stage mapping, Deduplication rules, Test and production migration, Reconciliation and cutover guide. We confirm what is in, what is out, who owns each part, and the final price before work starts.
How long does CRM Migration & Cleanup usually take?+
Timing is agreed after reviewing the scope, access, integrations, approvals, and testing the project needs.
What does CRM Migration & Cleanup cost?+
We discuss price after reviewing the fit and agreeing on scope. Any software, ad spend, paid licenses, or other outside costs must be agreed separately.
Who is CRM Migration & Cleanup designed for?+
For companies leaving an old CRM, combining multiple databases, or trying to repair a system that no longer reflects how sales actually happens.
Have a project in mind?Let's figure out
Let's figure out
your next move.
Send a few details about what you use today and what you want to improve. We will review the fit before discussing an agreed scope and price.