Case Study
From Legacy CRM to Salesforce: A Complex Enterprise Migration
A large enterprise faced the challenge of replacing a highly customized legacy CRM with Salesforce. M&S Consulting managed the full migration, preserving data integrity and delivering on-time with minimal business disruption.
2 min read
100%
Data migrated without loss
Zero
Revenue disruption during cutover
On Time
Delivered to schedule
Single
Salesforce source of truth
Client
Large Enterprise
Engagement
Enterprise CRM Migration, Salesforce
Technologies
Salesforce, CRM, Data Migration
01THE CHALLENGE
Replacing a heavily customized legacy CRM without breaking the business that depends on it.
The client had grown with their legacy CRM for years, customizing it into something that looked less like a commercial product and more like a proprietary system. Every workflow, every user, and every integration had been built around it. The prospect of migrating to Salesforce, while keeping the business running, was daunting.
The data complexity alone was significant: decades of customer records, interaction history, opportunity data, and relationship intelligence, distributed across multiple tables with custom schema. The fear wasn't that the migration couldn't be done, it was that something critical would get lost or broken in the process.
Previous consulting engagements had tried to start the migration and stalled. M&S Consulting was brought in with a clear mandate: assess what it would actually take, build a credible plan, and deliver it.
02THE SOLUTION
A migration built around data integrity, not speed.
M&S Consulting began with a full data audit, cataloguing every object, every custom field, every integration dependency, and every business process tied to the legacy system. That inventory became the migration specification: nothing moved until it had been mapped, validated, and signed off.
The Salesforce build was scoped to match the client's actual workflows, not a generic best-practice template. Custom objects replicated the legacy data model where the business required it, and Salesforce-native alternatives were introduced where the legacy approach was holding the organization back.
Full data audit
Every object, field, and integration dependency inventoried before a single record was moved.
Workflow-matched build
Salesforce configured to the client's actual processes, not a generic template that required them to adapt their business.
Parallel validation
Legacy and new system ran in parallel during the validation period, with record-level reconciliation before final cutover.
03THE RESULTS
100% of data migrated. Zero disruption. A Salesforce instance the business can actually use.
M&S Consulting delivered the migration on time, with 100% of legacy data successfully moved to Salesforce and validated. The cutover was executed with no disruption to sales operations, the team came in Monday morning and worked in Salesforce.
The client now has a single source of truth for all customer relationship data, with the full capabilities of Salesforce available for the first time.
100%
Data migrated
Every record, relationship, and interaction history from the legacy CRM successfully migrated and validated.
Zero
Revenue disruption
No sales process interruptions, no missed opportunities, and no lost data during the cutover period.
On Time
Delivered to schedule
Project delivered against the agreed timeline despite the complexity of the legacy data environment.
Single
Source of truth
All customer relationship data consolidated into one Salesforce instance for the first time in the company's history.
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