Data migration and CRM consolidation
Move from one CRM to another, or bring several systems together after a merger or acquisition. We help you plan the CRM data migration, improve the data along the way and keep a clear record of what happened to it.
Changing CRM systems is more than transferring records. You need to decide what to keep, how to bring different datasets together, what to check or enrich, and how to know that the right information reached the new system. Our Technical Services team designs and manages that journey with you, using the LeadScale Engine to connect, process and route the data under your agreed rules.
Plan the move around your systems and your data
A migration might involve moving from one CRM to another, consolidating customer and contact data from several businesses, or bringing together systems following a merger or acquisition. We work with you to understand the source data, the destination structure, the fields and relationships that matter, and the information that must be retained for operational or governance reasons. The scope can include contacts, accounts, associated fields, source details and available consent metadata.
Our team configures the routes between systems using existing integrations (Salesforce, HubSpot and Marketo among them), APIs, file transfers or other suitable connections. We agree the mapping, formatting, transformation and destination requirements with you. Configuration of the destination CRM itself, including its users, internal workflows and reporting, can be coordinated with your implementation team but is not automatically part of the migration.
Consolidate records without losing control
When several CRMs hold overlapping or conflicting information, simply combining the files is rarely enough. Together we define how to identify duplicates, which source takes priority, how to handle conflicting values, and which records should be excluded or held for review. The Engine applies those decisions consistently, with an audit trail of the processing and outcomes.
If the quality or completeness of the existing data is unclear, we can assess it before finalising the migration rules. This helps identify problems early rather than carrying them into the new system.
Think, design, build and operate the migration
- Think. Our Technical Services team works with you to understand the business change, source systems, data quality, dependencies, risks and the outcome you need.
- Design and build. We agree the data mappings, matching rules, quality checks, enrichment steps, exceptions and delivery routes, then configure and test the composed flow in the LeadScale Engine.
- Process and review. Records can be validated, verified, standardised, deduplicated or enriched as required. Exceptions can be held for a controlled human review rather than forcing every uncertain match into an automatic decision.
- Deliver and reconcile. We route the approved records to the new CRM, track delivery results and reconcile the move against the agreed scope. Our team supports investigation and resolution of exceptions.
Improve data quality during the move
- Apply validation and verification checks to identify unusable, incomplete or questionable contact and account information before it reaches the destination.
- Use deduplication and matching rules to identify repeat records across source systems, including cases where fields do not match exactly.
- Enrich useful records with agreed contact, firmographic or specialist information, including AI-assisted enrichment where appropriate and configured.
- Standardise formats and map fields to the requirements of the receiving system, with clear rules for missing or conflicting values.
- Track processing, decisions, exceptions and delivery outcomes so the migration can be reviewed and reconciled.
Connected capabilities
Managed Technical Services throughout
£42of incremental revenue for every £1 spent on the check
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Governance and an auditable record of the move
Migration is also a governance exercise. The Engine records the processing steps a record passes through, the systems involved and the delivery outcomes. Where source, timestamp, lineage and consent information are available, we can preserve and map those details according to the agreed destination requirements. Controlled user access and audited human review support investigation of exceptions. Our ISO 27001-certified information security management system governs the relevant development, technical services and operational processes; the migration design and your own compliance obligations are agreed separately.
Questions about CRM migration and consolidation
Can you migrate data from a system without a native integration?
Often, yes. We can work with an available API, an export or a suitable file-transfer route. Our technical team will assess what the source and destination systems support and agree the connection approach with you.
Can we clean, verify or enrich data during migration?
Yes. Checks and enrichment can be built into the journey before delivery. We can validate formats and patterns, use specialist verification services, resolve duplicates, enrich contact or company details and apply your acceptance rules. Checking source data before paid enrichment also helps avoid unnecessary lookups and improves matching.
How do you handle conflicting records or uncertain matches?
We agree the matching and source-priority rules with you. Where an automated decision is not appropriate, records can be routed to a controlled, audited human-in-the-loop review by authorised users before the next step.
Can the Engine remain connected after the migration?
Yes. A one-off migration can also become part of a longer-term data flow, supporting ongoing synchronisation, quality checks or orchestration between systems. We design the arrangement around your requirements rather than assuming every project ends at the first delivery.
You define the outcome. We compose the journey.
Talk to us about your migration or consolidation
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