Three CRMs into one Salesforce instance, in eight weeks

Challenge

After a period of high inorganic growth and multiple acquisitions, a global life-sciences software provider was running three separate CRMs across three commercial teams — each with its own fields, hierarchies and data standards — ahead of a hard New Year go-live.

Approach

We led an audit-first consolidation: every record judged migrate, archive or discard, and the three systems mapped into a single Salesforce Enterprise instance. Crucially, the legacy sales teams were brought into the migration itself, so the people who had to live with the new system helped shape it.

Outcome

Three CRMs became one, delivered on time and under budget with zero downtime and no data loss. The commercial teams hit the New Year deadline running on a single source of truth — and actually adopted it.

What we did