%3Aformat(webp)&w=3840&q=80)
%3Aformat(webp)&w=3840&q=80)
Where the debt hides
What a Salesforce review usually finds
Custom fields added for one report years ago, objects for a project that ended, and page layouts that show staff everything except what they need.
Several generations of automation, from different teams and different consultants, firing on the same record in an order nobody can quite explain.
Seats for people who left, editions bought for features nobody switched on, and add-ons renewed because no one was sure what would break without them.
Connections to finance, marketing and the website, built by someone who has moved on, that everyone is afraid to touch.
Duplicates, stale records and reports that disagree with each other, so the real numbers live in a spreadsheet beside the CRM.
Migrations we have delivered
Moving without losing anything
Attorney-General's Department
The Register of Lobbyists, built and migrated as a registry-style platform.
Department of Foreign Affairs and Trade
Around 20,000 pages moved to SharePoint Online, with the content cleaned up on the way rather than lifted and shifted.
Department of Defence
PACMAN, the Pay and Conditions Manual: content consolidated, every broken link crawled and a complete migration.
%3Aformat(webp)&w=3840&q=80)
What we do
Assess, then fix or move
An inventory of your org: objects, fields, automations, integrations and licences, set against what people actually use. It ends in a recommendation, not a list.
Interviews and task analysis with the staff who live in the CRM, so the clean-up or the replacement is shaped around their work.
Unused fields retired, automations consolidated and documented, layouts rebuilt per role, and the data cleaned so reports can be trusted again.
An independent recommendation on where to go, whether Dynamics, Attio or something else, then a migration that brings the records, relationships, history and attachments across and reconciles them.
The connections to your other systems redesigned and documented, so the next change is not a guess.
Ways in
Start wherever you are.
Not sure what you have
A tech debt assessment: what is in your org, what it costs you and what we would do first.
Staying on Salesforce
A clean-up in fixed-price cycles, so the team keeps working while the org gets simpler.
Thinking of leaving
A platform review of the alternatives against your requirements, with the cost of moving set out honestly.
Ready to move
The migration itself, with your data reconciled and your team trained before the old system is switched off.
What is your Salesforce like today?
Tell us what you are trying to fix: cost, complexity, data nobody trusts, or a move. We will tell you what we would look at first.
Here’s some that put their trust in us
%3Aformat(webp)&w=1200&q=100)
Engaging us is easy
We're proud to be an approved supplier on a number of procurement panels across Australia and New Zealand.
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=640&q=100)