--- title: "CRM Migration Services for B2B Tech Companies | Frontal" description: "CRM migration services for B2B tech: we map your objects and fields, clean the data, test on a sample and move you to HubSpot or Salesforce, workflows rebuilt." url: https://frontal.so/services/revops/crm-migration updated: 2026-11-09 --- # CRM migration services for B2B tech companies ## Move CRMs without losing what works Frontal provides CRM migration services for B2B tech companies moving to HubSpot or Salesforce. We map the objects and fields, agree what to clean up and what to leave behind, test on a sample first and handle the full migration with your team. [Book a call](https://book.frontal.so) Illustrative workflow - [Worked with **300+ companies**](https://frontal.so/case-studies) - [Read the Aircall case study](https://frontal.so/case-studies/aircall) - [Read the AirOps case study](https://frontal.so/case-studies/airops) > They’re great at coming up with ideas that just work, and the execution velocity is high enough that we see all of them through. That generates results for us. $7.83M qualified pipeline in 10 months **Eoin Clancy** VP Growth, AirOps Read the AirOps case study - [Read the Teikametrics case study](https://frontal.so/case-studies/teikametrics) > I wanted the outcome of a BDR team, but more efficient and effective. $300K+ pipeline in 9 months **Ben Rey** Former Chief Revenue Officer, Teikametrics Read the Teikametrics case study - [Read the Design Pickle case study](https://frontal.so/case-studies/design-pickle) - [Read the Playbook case study](https://frontal.so/case-studies/playbook) > The Frontal team is everything you’d want in a consulting partner: true experts with both strategic insight and hands-on execution. 20 opportunities in the first 20 days **Dr. Nikolai Wessendorf** Founder and CEO, Playbook Read the Playbook case study Who it is for ## You’ve outgrown your CRM, and moving feels risky For B2B tech companies from Series A onward with a sales team, moving to HubSpot or Salesforce from another CRM, who want CRM migration consulting and the migration done by the same team. 1. ### Years of messy data Duplicates, half-empty fields and old workarounds would move straight into the new CRM. 2. ### Reports that break Pipeline history, reports and routing rules have to work after the switch, or sales stops trusting the new system. 3. ### No one to own it Your ops team is busy keeping today’s CRM running, so the migration slips another quarter. What you get ## A CRM migration that starts on clean data We move what your team needs, clean it on the way and rebuild the workflows in the new CRM, tested before your team switches over. 1. ### Data mapping and cleanup Every object and field mapped to the new CRM, with duplicates merged and fields cleaned before the records move. 2. ### Workflows and reports rebuilt Pipelines, lead routing and reports rebuilt in HubSpot or Salesforce and tested before the switch. 3. ### Training and handover Documentation and training for your team, so the new CRM does not depend on one person knowing how it works. How it works ## How our CRM migration services work 1. ### Audit the current CRM We review your objects, fields, data quality, integrations and reports, and agree what the new CRM needs. 2. ### Map and agree We map the objects and fields, and agree with your team what to clean up and what to leave behind. 3. ### Test on a sample We migrate a sample first and check it with your team before the full move. 4. ### Migrate and rebuild We run the full CRM data migration and rebuild the pipelines, routing and reports in the new CRM. 5. ### Train and hand over We train your team, document the setup and take on the next items in your backlog. 3,655 Accounts created and enriched - Built in 6 months [Read the case study, Aircall](https://frontal.so/case-studies/aircall) Aircall ## One field dictionary across Aircall’s systems, and 3,655 accounts in Salesforce in 6 months Aircall’s Salesforce sat at the center of HubSpot, Zendesk and four data vendors, full of duplicates and half-empty fields. We agreed one definition for every data field across systems, built and tested the account database in a sandbox before anything touched production, and wrote records back to Salesforce under controlled update rules. In 6 months we created and enriched 3,655 accounts, and trained the team to run it themselves. **What changed** Aircall’s regional teams worked from the same account data. **What we handled** The field dictionary, sandbox testing, enrichment, controlled updates in Salesforce, documentation and team training. Tools ## The tools we work in We start with the tools you have and suggest a change only when it fixes a real problem. - HubSpot - Salesforce - [Clay](https://go.frontal.so/clay) - n8n We’re a HubSpot Solutions Partner, a Salesforce Partner and one of six Clay Elite Studio Partners. Your options ## Four ways to get the work done Each option suits a different team. The last row says when each one is the better choice. | Compared on | Frontal | In-house hire | Freelancer | Systems integrator | | --- | --- | --- | --- | --- | | Who does the work | Our operators migrate your CRM and rebuild the workflows, alongside your ops team. | A CRM admin or RevOps hire who runs the migration next to their day job. | A contractor for the data move, usually with a migration tool. | A technical team that moves data across many connected systems. | | How fast it starts | First week: kickoff and access. Month one: audit and setup. Months two and three: launch and improve. | Once the role is hired and onboarded. | As soon as you find one and agree the scope. | Once the technical scope and the system map are signed. | | What you keep afterwards | The new CRM set up and documented, and a team trained to run it. | What they build, and their know-how while they stay. | What they hand over when the project ends. | The migrated systems and the integration documents. | | How it’s paid for | A fee agreed in a statement of work, starting with a three-month engagement. | A salary and benefits, plus the cost of hiring. | By the hour, the day or the project. | A project fee, often in phases. | | Best when | The migration is part of fixing how your sales team works, not only a data move. | The migration is simple and your admin has the time to run it. | You need the records moved, and your team rebuilds the workflows. | It is a large technical move across many systems, with no go-to-market work attached. | The team ## Who does the work With Frontal, you get experienced people who build and run the work, using software and AI where they help. - ### Kenny Damian Co-founder & Head of GTM Kenny leads GTM at Frontal, working on outbound, account research and sales operations. How to start ## Start with a three-month engagement We start with a three-month engagement. The scope, milestones and owners are written into a statement of work before anything starts, and ongoing terms are agreed before work begins. 1. First week ### Kickoff and access We hold the kickoff call, get admin access to your current and new CRM, and agree what has to work before your team switches. What you do One kickoff call, and admin access to both CRMs. 2. First month ### Audit and setup We audit your current CRM, map the objects and fields, agree what to clean up and what to leave behind, and migrate a sample to test. What you do Check the sample with the people who use the CRM every day. 3. First three months ### Launch and improve In month two we run the full migration and rebuild the workflows and reports, testing each change before it goes live. In month three we train your team and fix what its first weeks in the new CRM bring up. What you do Approve the switch once the test checks out. Ongoing ## Talk with an operator Bring your current setup, and we’ll walk you through how the first three months would look for your team. [Book a call](https://book.frontal.so) ## What it costs The price depends on scope, channels and volume. We agree it in a statement of work before we start. ## What buyers ask **How long does a CRM migration take?** It depends on how much data you have, how clean it is and how many tools connect to the CRM. We start with a three-month engagement: the audit, the mapping and a test on a sample come first, then the full migration and the rebuilt workflows. The plan and its milestones go into a statement of work before we start. **How much do CRM migration services cost?** The price depends on the size and state of your data, the number of connected tools and the workflows to rebuild. We agree it in a statement of work before we start. **What does CRM data mean?** CRM data is everything your CRM holds about your buyers: companies, contacts, deals and the activity on them, plus the fields, pipelines and history your reports are built on. A migration moves the data and the structure around it, which is why we map both before anything moves. **Can you handle a Zoho to Salesforce migration?** Yes, and the approach is the same from any CRM: we map the objects and fields, clean the data, test on a sample and rebuild the workflows in Salesforce. A Dynamics to Salesforce migration, or a move into HubSpot, follows the same steps. **How do you protect our data during the migration?** We agree who can change what, test changes before they go live and keep a way to roll back. Enrichment fills gaps and never overwrites a field a person owns. **How do we choose a CRM migration company?** Ask what happens after the data moves. A company that only moves records leaves the workflows and reports to your team. We’re a HubSpot Solutions Partner and a Salesforce Partner, and because we also run outbound, ads and content, the new CRM stays tied to the pipeline it’s meant to produce. **Do you offer CRM migration consulting without the migration?** We do the migration as well as the plan, because a plan is easier to keep when the same team carries it out. If you only need the records moved and nothing rebuilt, a contractor with a migration tool may fit better. ## Let’s grow your pipeline together Show us your CRM and tell us what’s broken. [Book a call](https://book.frontal.so)