ProSights profiled the source systems, mapped customer and support records, and built the reconciliation and validation workflow for the Salesforce migration.
The Challenge
Accounts, contacts and opportunities existed in both CRMs with duplicates across them. Deal values, stages and account relationships had to reconcile to source before the team could trust the pipeline in Salesforce. Product support had to move from Jira to Service Cloud without losing open cases, while HubSpot history had to remain accessible after retirement.
The Approach
We ran a two-week diagnostic first, with read-only connections and automated profiling. User interviews with sales, success and support identified the fields, stages and views each team relied on. We proposed mappings and load order, reviewed exceptions with the customer, and checked required fields, record relationships and deal values against source.
The Build
Read-only connectors into both CRMs and Jira. A profiling and mapping layer with reviewed, recorded mappings. Duplicate resolution across the account lists. Sandbox loads for validating records and relationships, with source identifiers and migration tags preserved for traceability.
The Outcome
The Salesforce sandbox load brought in 18,612 accounts, 4,064 contacts and 19,835 leads, including 3,053 parent-company links. A further 3,769 opportunities were prepared for loading. The delivered validation dataset gave business teams a shared view of customer records, mappings and exceptions, with each record traceable to its source.