CRM services: migration, implementation, and governed go-live
Migrate or implement your CRM with mapping, validation, governance, and controlled go-live.
CRM services: migration, implementation, and governed go-live
Whether you are migrating from one CRM to another or implementing Salesforce or HubSpot for the first time, the work goes far beyond moving records. Custom fields, associations, pipelines, permissions, and handoffs must all be aligned so sales, marketing, and revenue operations share one operational truth. Sanka helps you run both as a governed process with validation and traceability.
Map standard and custom fields to stable properties so downstream workflows do not break after cutover.
Standardize objects, stages, permissions, and approval paths so changes stay explainable and auditable.
Pilot teams, dry-runs, and cutover checklists to reduce risk before org-wide rollout.
Migration: what to move (beyond records)
- Core objects (companies, contacts, deals) and custom objects
- Custom fields and field types
- Pipelines and lifecycle stages (and what they mean operationally)
- Associations and labels (how records relate in both directions)
- Ownership and permissions assumptions
| Migration layer | What can go wrong | What to standardize |
|---|---|---|
| Fields | Missing required data, wrong types | Mapping, defaults, validation rules |
| Associations | Orphaned records, broken context | Association mapping and reconciliation |
| Stages | Forecast and handoffs break | Stage definitions and triggers |
| Dedupe | Duplicates explode | Matching keys and review workflows |
[DRY RUN] Import sample accounts and deals
-> Validate required fields and types
-> Reconcile association counts
[OK] Cutover checklist complete
-> Run full import and lock legacy edits
Implementation: what to design (beyond go-live day)
- Pipeline definitions that match how you forecast and inspect deals
- Integrations to billing, CPQ, or ERP with clear ownership of each sync
- Training and playbooks for reps, RevOps, and admins
- Metrics for adoption, data quality, and exception volume
| Workstream | Risk if skipped | What good looks like |
|---|---|---|
| Data model | Broken handoffs to finance | One definition of account, deal, and subscription |
| Permissions | Shadow edits and leakage | Role-based access with review for elevated rights |
| Change management | Low adoption | Champions, office hours, and measurable usage |
Make it defensible
Governance reduces rework and prevents a second migration or re-implementation six months later.
Define required fields and checks so imported records are operationally usable.
Keep traceability of mapping decisions, exceptions, and final reconciliation outputs.
Run a controlled freeze window and communicate ownership across sales, ops, and IT.
Get started
- Scope: list objects, custom fields, and associations to migrate or implement.
- Map + validate: define field types, required fields, and defaults.
- Dry-run: import a representative sample and reconcile counts and links.
- Go live: freeze edits, run the final migration or rollout, then monitor and fix exceptions.
<p>Helpful docs:</p>
<ul>
<li><a href="/solutions/salesforce-migration/">Salesforce migration guide</a></li>
<li><a href="/solutions/hubspot-migration/">HubSpot migration guide</a></li>
</ul>