Data migration and CRM consolidation
LeadScale moves your lead and contact records between systems, or merges several systems into one, with each record's history kept.
LeadScale Services runs CRM data migration as a project on the LeadScale Engine™. Records are taken from the systems they sit in, put into a consistent form, checked for duplicates and delivered to the destination. What arrives is then reconciled against what the move was meant to carry, so you can check the new system against the old one.
What a migration covers
The work covers lead and contact data: the people, the companies, the fields your campaigns rely on and the source and consent details attached to each record. Configuring the new CRM itself, its workflows, reports and users, is a separate job for whoever implements the platform.
Records come out of the old system through an integration, an export file or the API, and go into the new one by the same kinds of route. Large volumes can move in bulk by SFTP. Native integrations exist for Salesforce, HubSpot and Marketo, and Eloqua and Pardot are standard destinations.
Bringing several systems into one
Consolidation is mostly decisions. Before anything moves, you decide what makes two records the same contact, what happens when that contact exists in more than one system, and which records should not be carried across at all. LeadScale's technical team turns those decisions into the rules the Engine runs, so they are settled before the first record moves.
Where nobody is sure what state the source data is in, a data audit can come first.
How a migration runs
- Scope the move. The systems on both sides, the records in scope and the rules for duplicates are settled with you.
- Connect the systems. LeadScale's technical team links source and destination to the Engine by integration, file transfer or API.
- Process the records. Values are put into a consistent form, duplicates are handled under your rules, and filters hold back what should not travel.
- Deliver and reconcile. Records go into the destination, and the delivery is checked against what the move was meant to carry.
What you get
- Your lead and contact records in the destination system, in a consistent form
- Duplicates and repeat records identified and handled under the rules you chose
- Records you decided not to keep filtered out before delivery
- A reconciliation of the records delivered against the records the move was meant to deliver
- An audit trail of the move itself
Capabilities behind it
Client work
Everest: accurate data at the first touch.
Everest's contact data checked when it was first captured, ahead of the CRM.
Consent and provenance
The source label, timestamp, lineage and consent details a record already carries go with it into the new system, so the account of where each contact came from survives the move. If your data-protection team wants to review the migration before it starts, bring their questions to the first call.
Questions buyers ask
Our old system has no native integration. Can you still move the data?
Yes. An export file or the old system's API is enough to get the records out, and the Engine takes them from there.
Can the records be checked or completed during the move?
Yes, if the project includes it. Because the records pass through the Engine, the contact data can go through lead validation and missing fields can be added by data enrichment in the same pass.
Is a migration the same as an ongoing connection to the Engine?
No. A migration is a project with an end. Keeping your systems connected to the Engine as a standing arrangement is part of technical data services.
What does a migration cost?
It is priced for each project. The systems on both sides, roughly how many records there are and the date you need to be off the old system are the useful things to bring.