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.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
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.
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 your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. 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 that matters most, 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.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
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
- How to get your records ready for a diagnostic, even if they live in a notebookExport what you have, gather quotes and call logs, and turn a paper notebook into a usable sheet. A step-by-step way to prepare records without cleaning everything first.
- CRM data migration from Excel: a step-by-step planHow to move customer and deal history from spreadsheets into a CRM without losing it: freeze, copy, clean, map, test import, check, switch, with a go-live checklist.
- 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
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.