Fast-Track is a structured implementation program with fixed pricing and hands-on delivery, from planning and migration through go-live support.
JumpStart helps you clarify scope, sequence, and data readiness before committing to a full implementation.
One-on-one session with CRM migration expert
Custom checklist based on your specific situation
Professional data cleansing and standardization
Prioritized for teams with an active migration timeline
Best used when you need a concrete migration plan before committing resources
These are recurring issues we see when teams try to migrate without a defined execution plan.
Spreadsheets, inboxes, and old tools create handoff gaps and inconsistent data
Teams spend months researching platforms without a clear execution plan
Data quality and mapping issues make migration feel uncertain and high-risk
Without process and training, teams revert to old habits after launch
Delays usually increase migration cost and implementation risk
See Fast-Track ScopeIncludes planning, migration, configuration, training, and go-live support.
Platform evaluation, requirements analysis, and strategic planning
Configuration, customization, workflow setup, and system optimization
Clean migration from any system with data validation and backup
Comprehensive training for all users plus adoption support
30-day launch support and performance monitoring
Dedicated project manager coordinating all phases
Fixed price • six-month target timeline
Learn more about process details, platform options, and implementation outcomes.
We can review your current state and confirm whether Fast-Track is the right fit.