Full Service Migration
Insightly -> Salesforce
Up Your Game
Thinking about migrating from Insightly to Salesforce? Our experienced Revenue Executives and developers are here to help make this process as easy as possible.
Get a Free Migration Audit
How We Help You Migrate
We’ll follow a step-by-step process to migrate you to Salesforce from Insightly.
Interviews & Requirements
We learn as much about your team and goals as possible
System Design & Strategy
We build a plan for migration with no productivity loss
Systems Purchasing
Get the right technology at the right price with our help
Systems Selection
Select the right adjacent systems for marketing, CS, etc.
Salesforce Buildout
Automations, designs, and integrations
Ecosystem Buildout
Build the rest of your optimized revenue funnel
Team Training
In-person or remote training for all levels of your organization
Ongoing Maintainence
We help you on a recurring basis to continually improve & support you