Blog
Practical guides for RevOps and data teams on keeping the data in your CRM and other systems of record reliable.
How to clean your CRM data before a migration
A pre-migration checklist for cleaning CRM data: what to archive, how to dedupe, standardize, map fields, keep source IDs, test, and check after cutover.
How to merge two Salesforce orgs after an acquisition
Salesforce has no merge button. Decide whether to merge, pick the surviving org, audit both, then move metadata, data, users and integrations in order.
How to consolidate CRMs across a private equity roll-up
Every add-on brings its own CRM. How PE-backed platforms merge each one into one clean system, step by step, and get faster with every deal.
HubSpot to Salesforce migration: how to clean up your data
A HubSpot to Salesforce migration checklist: decide leads vs contacts, map deals and stages, fix free-text fields and owners, and avoid duplicates.
How to deduplicate accounts across two Salesforce orgs
Salesforce duplicate rules only see one org. How to match accounts across two orgs after an acquisition and load them without duplicates or lost history.
Switching CRM systems: what to decide before you move your data
Switching CRM systems? Decide how much history to move, which fields to keep, who signs off, and how integrations write in before any data moves.
Survivorship rules: which record wins in a CRM merge
When the same customer is in two CRMs, survivorship rules decide which record survives and which value wins for each field. How to write them.
What to check after a CRM migration
A post-migration data validation checklist: counts, sample records, links, pipeline, duplicates, owners, opt-outs, reports, and integrations after cutover.
How to find shared customers after an acquisition
The customers two companies share drive the cross-sell plan and account ownership. Match them across both CRMs and turn the overlap into a plan.
Dynamics 365 to Salesforce migration: how to prepare your data
How to prepare data for a Dynamics 365 to Salesforce migration: model differences to plan for, deduping in Dynamics, mapping, load order, and upsert.
How to merge two HubSpot portals after an acquisition
HubSpot can't combine two portals natively. How to move one portal into another after an acquisition without duplicates, lost history, or broken links.
Salesforce to HubSpot migration: how to avoid duplicates
Why a Salesforce to HubSpot migration creates duplicate companies and contacts, and the steps to take before, during, and after the move to prevent them.
What to check in a target company's CRM during due diligence
A CRM due diligence checklist for acquirers: test whether the target's pipeline, customer list, and ARR hold up, and what it means for integration.
How to merge two Salesforce orgs after an acquisition
Salesforce has no merge button. Decide whether to merge, pick the surviving org, audit both, then move metadata, data, users and integrations in order.
How to consolidate CRMs across a private equity roll-up
Every add-on brings its own CRM. How PE-backed platforms merge each one into one clean system, step by step, and get faster with every deal.
HubSpot to Salesforce migration: how to clean up your data
A HubSpot to Salesforce migration checklist: decide leads vs contacts, map deals and stages, fix free-text fields and owners, and avoid duplicates.
How to deduplicate accounts across two Salesforce orgs
Salesforce duplicate rules only see one org. How to match accounts across two orgs after an acquisition and load them without duplicates or lost history.
Switching CRM systems: what to decide before you move your data
Switching CRM systems? Decide how much history to move, which fields to keep, who signs off, and how integrations write in before any data moves.
Survivorship rules: which record wins in a CRM merge
When the same customer is in two CRMs, survivorship rules decide which record survives and which value wins for each field. How to write them.
What to check after a CRM migration
A post-migration data validation checklist: counts, sample records, links, pipeline, duplicates, owners, opt-outs, reports, and integrations after cutover.
How to find shared customers after an acquisition
The customers two companies share drive the cross-sell plan and account ownership. Match them across both CRMs and turn the overlap into a plan.
Dynamics 365 to Salesforce migration: how to prepare your data
How to prepare data for a Dynamics 365 to Salesforce migration: model differences to plan for, deduping in Dynamics, mapping, load order, and upsert.
How to merge two HubSpot portals after an acquisition
HubSpot can't combine two portals natively. How to move one portal into another after an acquisition without duplicates, lost history, or broken links.
Salesforce to HubSpot migration: how to avoid duplicates
Why a Salesforce to HubSpot migration creates duplicate companies and contacts, and the steps to take before, during, and after the move to prevent them.
What to check in a target company's CRM during due diligence
A CRM due diligence checklist for acquirers: test whether the target's pipeline, customer list, and ARR hold up, and what it means for integration.
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