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

Let’s Get Started

Get Your Free Migration Audit