CRM data migration · Sales
Move years of customer history into the new system without scrambling who bought what.
Switching to a new CRM usually means someone exports a spreadsheet and imports it. Weeks later, half the phone numbers have landed in the wrong field, and three versions of the same customer now exist. The new system gets blamed, when the fault was in how the old data moved into it.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
In one paragraph
CRM data migration is the one-time work of moving existing customer and deal records, usually spread across spreadsheets and old systems, into a new CRM accurately. GullySales audits every source, maps old fields to new ones, and checks the result against the original data so nothing important goes missing.
We treat migration as its own piece of work, not a side effect of implementation. Every source of existing data is identified, from the main spreadsheet to the notebook by someone's desk. Each one is mapped field by field into the new system and checked against the original before anyone relies on it.
This is separate from cleaning up data that has been messy for years, which is CRM data cleansing, and from configuring the new system, which is CRM implementation.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“Customer history lives in three spreadsheets that do not match each other.”
One has phone numbers, another has order history, and nobody can say which version is current.
“A past order gets attached to the wrong contact after a rushed import.”
Two customers with a similar name get merged or swapped, and the mistake surfaces only when someone calls the wrong person.
“Duplicate records appear the moment old data lands in the new system.”
The same customer shows up three times because the import did not match records against each other.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
Data source audit
Every place customer and deal data currently lives, identified and reviewed before anything is moved.
Field mapping
Old fields matched precisely to the new system's structure, so information lands where it belongs.
Pre-migration cleaning
Obvious errors, blank required fields and clear duplicates fixed before the move.
Test migration
A sample of records migrated first and checked against the original, before the full data set follows.
Full migration
The complete data set moved once the test migration is verified as accurate.
How the result is measured
- Records migrated successfully against the original count
- Discrepancies found and corrected before sign-off
- Duplicate rate in the new system after migration
- Fields mapped accurately across all sources
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for you if these sound familiar.
- Businesses moving from spreadsheets or an old system to a new CRM
- Companies with customer history spread across multiple files that need to end up in one place
- Teams who have been burned before by a rushed import that scrambled their records
- Businesses with a fixed go-live date for the new system and no time to redo a botched import
Not for
It is not the right fit if.
- Your existing data is already badly duplicated; that needs cleansing first, or the same mess simply moves house
- You have no meaningful historical data to migrate; a fresh CRM with nothing to import does not need this
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the CRM data migration work runs
- 1
Audit the sources
We identify every spreadsheet, old system and personal record that holds customer or deal data worth keeping.
- 2
Map and clean
Old fields are mapped to the new system, and obvious errors are corrected before the migration runs.
- 3
Test migrate a sample
A portion of the data is migrated first and checked carefully against the original for accuracy.
- 4
Migrate in full
Once the test is verified, the complete data set is moved into the new system.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
SB Engineering
- Situation
- Buyers searching for laser cutting and sheet metal work in Bengaluru were finding other suppliers first, because the company did not rank for the terms its own customers type.
- What we did
- The site redesigned for mobile
- Search work on the buyer's terms
- Content that shows the work
- Social channels managed
- Result
- Website traffic rose 60% within six months, against a target of 50%.
- High-quality leads rose 45%, with a rise in conversion rates alongside them.
- Fifteen target keywords moved up the rankings, five of them into the top three positions.
Also worked with
Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with the free audit.
Option 1
The audit on its own
A 90-minute call and a written, scored report. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix the audit ranks first, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
What if our old data is already messy?
How do you avoid creating duplicates during the move?
Can you migrate from more than one source at once?
How is this priced?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
By industry
CRM data migration, written for your industry.
Related services
Often bought with this, or instead of it.
Read before you buy
- Chit fund software: what to check before you buyGood chit fund software runs groups, auctions, collections and the registers your state's Registrar of Chits expects. Check those first, then check it will not leave new subscriber enquiries unanswered.
- CRM implementation checklist for SMEsA CRM fails when it is installed before the sales process is written down. This checklist covers process, data, stages, training and the ninety-day review.
Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.