CRM Data Migration Services
Move accounts, contacts, opportunities, cases, activities and attachments into your new CRM, cleaned, de-duplicated and reconciled, with no surprises on cut-over weekend.
Explore customer platforms capabilities & delivery details
Also known as CRM migration, CRM to CRM migration, Salesforce data migration
- Data profiling
- Cleansing and de-duplication
- Mapping and transformation
- Trial loads
- Reconciliation
- Archive and decommission
- CRM migration
- CRM to CRM migration
- Salesforce data migration
- Dynamics 365 data migration
- SAP CRM migration
- SAP CRM and SAP Customer ExperienceSAP
- CRM Implementation ServicesCRM service
- CRM Integration ServicesCRM service
What is CRM data migration?
CRM data migration moves customer data from one or more source systems into a new CRM. It covers accounts, contacts, leads, opportunities, cases, activities, notes, attachments and history, and includes profiling, cleansing, de-duplication, mapping, transformation, trial loads, reconciliation and cut-over. TechTiera migrates from SAP CRM, Oracle Siebel, Dynamics CRM, Salesforce, HubSpot, Zoho, home-grown systems and spreadsheets into Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud and Creatio.
Reviewed 2026-10-27 by TechTiera's CRM practiceCRM Data Migration Services at a glance
- Sources
- SAP CRM 7.0, Oracle Siebel, Dynamics CRM on-premises, Salesforce, HubSpot, Zoho, home-grown databases, spreadsheets
- Targets
- Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud, Creatio
- Data
- Accounts, contacts, leads, opportunities, quotes, cases, activities, notes, attachments, history, owners
- Controls
- Record counts, field-level checks, sample validation by owners, audit trail
- Approach
- Profile, cleanse, map, trial loads, reconcile, cut over, decommission
What does TechTiera's CRM data migration service include?
Strategy, implementation, integration, migration and managed services from one accountable team.
Data profiling
Volumes, completeness, duplicates and quality issues measured before mapping starts.
Cleansing and de-duplication
Duplicate accounts and contacts merged with agreed survivorship rules.
Mapping and transformation
Source fields, picklists, owners and relationships mapped to the target data model.
Trial loads
At least two full rehearsals to prove timings, fix errors and train the cut-over team.
Reconciliation
Record and field counts, relationship checks and business sign-off for each object.
Archive and decommission
Data not worth migrating archived and searchable, so the old system can be switched off.
How TechTiera approaches CRM data migration
Five rules for a clean CRM migration
- Do not migrate everything. Agree how much history is useful; archive the rest.
- Clean before you move. Duplicates and dead records are cheaper to fix in the source.
- Keep relationships intact. Accounts, contacts, opportunities and activities must still link correctly.
- Rehearse. Full trial loads reveal problems that small samples never show.
- Let owners sign off. Sales and service leaders check their own data before go-live.
For document-heavy migrations, such as attachments held in SharePoint, OpenText or Documentum, TechTiera's DocOrbit migration product moves files with metadata and checksum validation.
Typical use cases
- SAP CRM 7.0 replacement
- Siebel to Salesforce or Dynamics 365
- Dynamics CRM on-premises to online
- HubSpot or Zoho to an enterprise CRM
- Org merges after acquisitions
How is the work delivered?
- DiscoverGoals, processes, data, integrations and users.
- DesignProcess, data model, security and acceptance criteria.
- BuildConfiguration and development in short, demoable sprints.
- MigrateProfiled, cleansed, rehearsed and reconciled data.
- LaunchTraining, cut-over, adoption tracking and hypercare.
- Run and improveManaged services and a prioritized backlog.
Why choose TechTiera for CRM data migration?
TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.
Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.
In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.
A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.
Which engagement models are available?
Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.
Defined scope, deliverables and milestones for implementations and migrations.
Flexible capacity for evolving requirements, proofs of concept and enhancements.
A named CRM team working as an extension of your IT and business teams.
SLA-backed administration, support and enhancements on monthly or annual terms.
Certified administrators, developers, architects and consultants placed in your team.
CRM Data Migration Services FAQs
How long does a CRM data migration take?
It depends on volume, number of sources and data quality. Small migrations take a few weeks; large multi-source migrations are planned in waves alongside the implementation.
Should we migrate all historical data?
Usually not. Most organizations migrate active records and a defined period of history, and archive older data where it can still be searched.
How do you prove nothing was lost?
With record and field counts, relationship checks, sample validation by business owners and a reconciliation report for every object.
Can TechTiera migrate attachments and documents?
Yes. Attachments and files are migrated with their links to CRM records, and large document stores can be moved with TechTiera's DocOrbit product.
Related CRM services
SAP CRM and SAP Customer Experience
SAP CRM 7.0 support and migration to SAP Sales and Service Cloud before 2027.
SAP CRM and SAP CX servicesCRM serviceCRM Implementation Services
Discovery to hypercare: design, build, migrate, test, train and launch.
Implementation servicesCRM serviceCRM Integration Services
ERP, marketing, telephony, commerce and data platforms connected to CRM.
Integration services
