Switching CRMs can feel risky. We help you choose the right platform, clean and align your data, and deploy dashboards quickly so leaders see real progress fast.
When your CRM is in disarray and adoption is low, every forecast turns into guesswork. Bad migrations make it worse: duplicates creep in, relationships break, and trust erodes in weekly sales meetings and board meetings.
You should be leading teams, not migrating to new systems and untangling tables and broken pipelines. Lighthill CRM will help you map, clean, and move in controlled phases, so your data, numbers, and forecasts make sense on day one of deployment.
You’ll get an agnostic cost-benefit view of Salesforce vs. HubSpot so you receive a recommendation tied to your goals, not a vendor quota.
You’ll get a plan that blueprints objects and fields, runs test loads, and de-dupes so people, companies, delas, and activities stay connected.
You’ll be able to spin up dashboards early so you can show value to the board and guide the rollout with confidence.
The CRM migration will move in phases with monitoring and training, so team adoption sticks and disruptions stay small.
You’ll end up with trusted numbers, better traction, and a team that actually uses the new CRM.
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12 essentials every revenue officer, sales manager, or marketing manager must review.
Share what’s broken and what “good” looks like.
Get a simple plan to fix processes, data, and connections.
Go live, trust your dashboards, and hit your numbers.
You’ll move from CRM chaos to predictable performance with one clear source of truth.
Wins, endorsements, and feedback from teams that now trust what their dashboards say.
“Elite CRM optimizer who turns messy systems into growth…”
Mason Neely
LinkedIn
“Scott took us from excel sheet to Hubspot and helped us 3X our revenue. Thanks Scott!”
Michael Bennett
Flusso Software
At LighthillCRM, we’ve worked with many sales and marketing managers who have started with a new company and have found the CRM that is being used is not the best fit for the department they run, or the business outcomes they’re looking for.
We’re CRM system agnostic and can help you figure out what CRM is best for your new company and help you migrate to a new system while helping you clean the data, repair the chaos, and create effective processes that will help you be the rising star in your new company.
Pick a time that works for you, and get the plan you need to make your CRM tell the real story.
Yes. We are vendor neutral and do not take referral fees, so the recommendation is in your best interest. We outline total cost of ownership, feature gaps, reporting strength, integration effort, and likely adoption so you can choose the platform that fits your team, budget, and goals.
Yes. We deliver a clear sequence that covers discovery, metadata and process alignment, data mapping and cleanup, test loads, validation, and cutover with rollback options. You get tasks, owners, timelines, and success checks, so everyone knows what happens next and why.
Without a plan, you risk breaking pipelines, losing field history, and shipping bad data into a new system. A blueprint reduces risk, protects relationships between records, and ensures reports and dashboards work on day one.
Yes. We maintain or rebuild connections to marketing automation, data warehouses, support tools, and finance systems during the move. We stage integrations, test with sample data, and monitor sync health so teams keep working while the migration proceeds.
Yes. We size effort by record counts, object complexity, and integration scope, then compare against similar projects we have logged. Small moves with thousands of records often take about one to two weeks for the data transfer portion; large moves with millions of records can run two to three months.
No. Prep is its own phase and includes field mapping, process alignment, data cleanup, test imports, and user validation. A realistic end-to-end baseline for a typical migration is about one month, with larger datasets and complex integrations extending that window.
Two things: volume and complexity. Moving a single flat table is fast, but when people, companies, deals, activities, and custom objects all link together, we must preserve those relationships and history, which adds time for mapping, testing, and verification.
Yes. We begin with discovery and a full audit of objects, fields, users, automations, and reports. We check data quality, duplicate risk, integrations, and permissions. You receive a short findings brief and a migration blueprint with scope, risks, and a clear sequence. This upfront work helps us avoid surprises and speeds up the move.
Most standard moves take about one month from plan to launch. Small, simple datasets can be faster, while very large or complex datasets can take longer. Timeline depends on record volume, custom objects, automations, and integrations that must be rebuilt. After discovery, we share a week-by-week plan with owners, checkpoints, and success criteria.
Our process is built to protect history. We map fields, validate picklists, and run test migrations to confirm relationships stay intact across people, companies, deals, and activities. We run de-dupe checks, spot audit key records, and compare counts before cutover. You review and sign off that critical data is present before we switch systems.
Disruption is minimal. Your team works in the current system while we run test loads and prepare the target. We schedule a short cutover window, monitor syncs, and provide rapid fixes if anything drifts. Training and go-live support are ready so users can continue their work with confidence.
We need a point person, admin access, and the ability to export data. We also need your goals for reporting, forecasting, and handoffs between teams. With that, we can align objects and fields, set naming rules, and build early dashboards that show value fast. If you have key lists or “must-have” reports, share them so we can validate against them during testing.
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