For West Michigan companies still selling from spreadsheets, an ERP's CRM module or an aging CRM, we plan, clean and move the data into Salesforce carefully.
Many Grand Rapids companies arrive at Salesforce from a CRM module bolted onto their ERP, a legacy on-premises system or years of rep spreadsheets. The migration work is mostly cleanup: identifying the real customer list, merging duplicates created by different plants or divisions, and deciding which quote and service history to keep. We map every field to the new data model, run trial loads in a sandbox, reconcile totals with your team and cut over in a quiet window.
Finance and insurance accounted for about 5.5% of 2024 metro GDP, spread across banks, credit unions, lenders and insurance agencies. These institutions often migrate from a core-system add-on or a lending tool that holds contact and pipeline data. We move relationships, referral sources and loan pipeline stages into Salesforce, preserving consent flags and record ownership, and we verify that sensitive fields land with the right visibility before anyone logs in.
Furniture makers moving to Salesforce often carry years of project history in a legacy CRM or dealer spreadsheets: specifications, quotes and installations tied to end customers. Migration separates dealer accounts from end-customer accounts, links historical projects to both and decides how much quote detail to bring. Reps care most about recent and open projects, so those are migrated in full, while older history can be summarized or archived where it remains searchable.
Software and IT services firms in the region, a sector The Right Place is actively working to grow, frequently start on a free or starter CRM and move once they need forecasting, contracts or support processes. Migration translates their pipeline stages, custom properties and email history into Salesforce objects, cleans up contacts that accumulated from marketing forms, and sets the account structure needed for renewals and support entitlements from the outset.
In manufacturing, customer data often lives in the ERP, the old CRM and rep spreadsheets, with different spellings in each. Choose which source is authoritative for account names and addresses, match the others to it, and resolve conflicts before anything loads.
Open quotes, active projects and unresolved service issues must arrive in Salesforce complete, or reps will keep using the old tool. Freeze changes briefly, migrate open records last and verify them with their owners during the first morning after go-live.
If the legacy CRM stays writable after cutover, people will keep updating it. Switch it to read-only on go-live day, announce that date well ahead, and set a firm retirement date once archived data has been verified, exported and signed off by the business.
How our salesforce migration works →
Client names are anonymized, and these projects are not specific to Grand Rapids.
Yes, though it takes care. We collect the files, standardize columns, and match rows against the ERP customer list and each other to find duplicates and conflicting details. Reps review the proposed merges for their accounts before loading, which also builds their trust in the new system. Contacts and notes that only exist in spreadsheets then land on the right accounts instead of vanishing.
Yes, and it is a frequent path for manufacturers. Customer records stay mastered in the ERP, while sales activity, opportunities and service cases move to Salesforce. We migrate historic activity and open opportunities once, then set up an ongoing integration so new customers and order data keep flowing. The ERP module can be switched off for sales use after cutover.
Usually only the recent years, plus whatever regulators or warranty obligations require. Open and recent opportunities, active service cases and key contact history usually migrate in full. Older quotes and closed activities can be summarized, archived to a searchable file or left in the legacy system in read-only form. We agree the cutoff with sales, service and finance leaders before mapping begins.
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