Migrations & implementation

The platform was never the risk. Everything it connects to is.

We migrate and implement CRM and ESP platforms end to end — from an audit-approved blueprint to a live, integrated, tested system, on a fixed scope agreed up front.

The problem

Migrations are where CRM programmes quietly go wrong.

Deadlines slip, data arrives dirty, and the integrations that were supposed to be simple turn into the whole project.

The platform itself is rarely the problem — it’s everything it has to connect to, and everything that has to survive the move.

What we do

End to end, on a fixed scope.

CRM and ESP migration, MarTech setup and configuration, and the external-system integrations that make the platform actually usable — taken from an audit-approved blueprint to a live, integrated, tested system.

CRM Migration Diagram of Data
How the insourced model delivers it

Nothing lost in translation.

We implement what we advised

The same embedded team audited the requirement, so there's no gap between what was recommended and what gets built.

Integrated with systems we already know

We connect to the estate we already understand, and stay accountable through go-live rather than handing off to a stranger.

The bridge to an ongoing relationship

Implementation is the natural step from a one-off project into an embedded team that runs it.

6 weeks

to migrate a high-growth fintech from Salesforce Marketing Cloud to Customer.io — on deadline.

End to end

HubSpot implemented for a telecare provider across Sage, Jontek and an AI layer.

0 dropped

campaigns lost during the transition.

Questions, answered

Migrations & implementation, in plain terms.

What does a migration or implementation involve?

Taking a CRM or ESP from an audit-approved blueprint to a live, integrated, tested system — the migration, MarTech setup and configuration, and the external-system integrations that make the platform usable, on a fixed scope agreed up front.

How long does a CRM migration take?

It depends on the estate, but the work is tightly scoped. We migrated a high-growth fintech from Salesforce Marketing Cloud to Customer.io in six weeks — on deadline, campaign engine intact.

Will my data survive the move?

That's exactly where migrations go wrong, so it's where we concentrate. We implement against systems we already understand, so nothing is lost between what was recommended and what gets built.

Which platforms can you migrate between?

The major CRM and ESP platforms — Salesforce, HubSpot, Iterable, Customer.io and more — plus the surrounding estate, as with the telecare HubSpot build across Sage, Jontek and an AI layer.

What happens after go-live?

The system is yours — live, integrated and tested — but most clients keep us on. Implementation is the natural bridge into an ongoing embedded relationship.

Plan a migration that won't bite later.

Tell us what you’re moving and we’ll scope it honestly — timeline, risk and all.

No pitch, no obligation — a straight conversation with people who’ve seen it all.

WeDoCRM slogan logo

WeDoCRM is a specialist CRM agency. We work with companies and brands of all sizes, supporting them with a wide range of CRM and Marketing services.

Tel: 0203 319 5273
Email: sales@wedocrm.co

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