CRM Migration Into Salesforce: What The Shortlist Report Finds ============================================================== Question: Who can migrate us from another CRM to Salesforce? Engine: chatgpt Collected: 2026-08-08, 2026-08-09, 2026-08-19, 2026-08-26, 2026-09-02, 2026-09-09, 2026-09-16 Answers: 200 Every answer this report was counted from, unedited. --- ANSWER 1 of 200 (2026-08-08) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. If you’re moving from HubSpot → Salesforce, I’d look for a Salesforce implementation partner / CRM migration consultancy, rather than a generic data-migration company. A few places to start: Salesforce AppExchange consultants — Salesforce’s marketplace currently lists thousands of consulting firms, including specialists in data migration, Salesforce implementation, integrations, and RevOps. Browse Salesforce consultants UTECH HUB — specifically advertises Salesforce consulting with HubSpot, NetSuite, and RevOps expertise, including end-to-end Salesforce implementation. UTECH HUB on Salesforce AppExchange Accenture — a much larger option if this is an enterprise-scale migration with substantial integrations and customization. It is listed as a Salesforce-certified consulting provider. Accenture on Salesforce AppExchange Bounteous / Keyrus — other Salesforce-certified consultancies listed in Salesforce's marketplace that can handle broader CRM/data transformation work. Salesforce consultant directory What I'd recommend For a HubSpot → Salesforce migration, don't just ask “Can you migrate our data?” Ask whether they will handle: HubSpot data mapping — contacts, companies/accounts, deals/opportunities, activities, custom properties, associations. Historical data — emails, notes, calls, tasks, attachments and activity history. Salesforce architecture — deciding how HubSpot objects/properties should translate into Salesforce. Workflow/automation migration — HubSpot workflows → Salesforce Flow/automation. Integrations — marketing, billing, support, website, enrichment, etc. Data cleansing/deduplication before the import. Testing + reconciliation so you can prove everything made it across. User training and post-launch support. That's important because a good migration isn't simply exporting HubSpot to CSV and importing it into Salesforce; the underlying data model and automations need to be redesigned. If you tell me roughly how big your HubSpot setup is (e.g. number of contacts, users, pipelines, and major integrations) and what country you're in, I can find 5–10 specific migration firms, compare their experience, likely price range, and recommend the best 2–3. --- ANSWER 2 of 200 (2026-08-08) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics/Dynamics 365 → Salesforce (not the reverse), there are several firms that explicitly advertise this capability. Partners worth shortlisting PartnerDynamics → SalesforceBest fitKsolvesExplicitly specializes in itMid-market/enterprise, complex data and integrationsAscendixExplicitly offers Dynamics CRM → SalesforceCRM-focused migrations, data preparation, consultingValintry360Explicitly offers Dynamics 365 → SalesforceB2B organizations, fixed-fee engagementsSuprSwitchExplicitly offers Dynamics CRM → SalesforceFast, highly automated data migrationClonePartnerExplicitly offers Dynamics 365 Sales → SalesforceData-centric migrations and custom mappingAccentureStrong Salesforce + enterprise integration capabilityLarge/global transformationsSlalomStrong Salesforce capabilityEnterprise/mid-market transformation with Salesforce emphasis Ksolves is particularly notable: it says it is a Salesforce Summit Partner and specifically describes migrating Microsoft Dynamics 365 to Salesforce, including complex data structures and integrations. Ksolves Ascendix is another particularly direct match. Its migration offering explicitly covers Dynamics 365 → Salesforce, and it says its consultants have expertise in both platforms. Ascendix Valintry360 explicitly markets Microsoft Dynamics → Salesforce migration, including a claimed 180+ Salesforce certifications and a migration methodology used across 500+ engagements. VALiNTRY360 For larger transformation programs, Accenture and Slalom are more conventional Salesforce SIs. Accenture currently reports 55K+ Salesforce-skilled people and 78K Salesforce certifications, while Slalom reports 14,000+ Salesforce certifications and 7,400+ Salesforce projects. Accenture+1 My practical shortlist I'd divide them like this: $100K–$500K / mid-market: Ascendix, Ksolves, Valintry360 Highly automated/data-heavy migration: Ksolves, SuprSwitch, ClonePartner $500K+ / global enterprise: Accenture, Slalom Need both Dynamics expertise and Salesforce expertise: Ascendix or Ksolves are especially interesting One important caveat: “Salesforce implementation partner” doesn't necessarily mean they've actually migrated Dynamics to Salesforce. I'd require the bidder to demonstrate at least 2–3 completed Dynamics→Salesforce migrations and show their approach to custom entities, activities, attachments/files, security/ownership, workflows/plugins, integrations, and historical audit data. Salesforce's current Partner Finder is also a useful way to validate a firm's Salesforce credentials. Salesforce Salesforce Partner Finder If you tell me roughly how many Dynamics users/records you have and whether it's Dynamics 365 CE, Dynamics CRM on-prem, or another Dynamics product, I can narrow this to 5–7 partners that are genuinely suited to your migration, including likely cost tier and strengths/weaknesses. --- ANSWER 3 of 200 (2026-08-08) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If your priority is moving a legacy CRM into Salesforce while preserving customer and activity history, you want a Salesforce data-migration specialist/consultancy, not just a generic Salesforce implementer. A few providers worth evaluating: Colby's Data Movers — particularly strong for complex/high-volume migrations. They specifically describe legacy-system-to-Salesforce migrations, record-level audit trails, relationship mapping, and preservation of records/history. Colby's Data Movers+1 AeyeCRM — focuses on field-by-field mapping, staged sandbox migrations, reconciliation, and preserving emails, calls, notes, and attachments. Aeye CRM AppsXpert — offers audit → cleansing → migration → validation, including historical activity migration and reconciliation against the source. AppsXpert Innowise — handles migrations from Dynamics, HubSpot, Zoho, SugarCRM, and other legacy systems, with an emphasis on retaining history and relationships. Innowise Redpath Consulting Group — especially relevant for higher-ed and mission-driven organizations, including legacy CRM and Raiser’s Edge migrations. Redpath Consulting Group What I'd insist on Don't accept a promise of merely "zero data loss." Require the vendor to demonstrate: Complete source-data inventory — including custom objects, attachments, notes, emails, calls, activities, and historical relationships. Documented field/object mapping before migration. Sandbox test migration before production. Historical activity preservation with the correct Account/Contact/Opportunity relationships. Record-count and financial-total reconciliation between old and new systems. Duplicate/merge strategy that doesn't accidentally destroy history. Rollback/cutover plan and an audit trail showing what was migrated. That's important because migration problems are often caused by mapping and relationships, rather than simply transferring the records. Aeye CRM+1 If you tell me which legacy CRM you're migrating from, approximate number of records, and your industry, I can narrow this to 3–5 firms that are a particularly good fit and compare them. --- ANSWER 4 of 200 (2026-08-08) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that can assess and execute a Salesforce Classic → Lightning Experience migration, good options include: Deloitte — strong fit for large, complex Salesforce environments. Deloitte specifically offers a Lightning transition methodology covering assessment, planning, and implementation. Deloitte+1 Slalom — a major Salesforce consulting partner with broad Salesforce implementation and modernization capabilities. slalom.com Accenture — particularly suitable for large enterprise, multi-region Salesforce transformations; Salesforce identifies Accenture among its strategic partner firms. Salesforce PwC — another large Salesforce implementation/consulting partner, worth considering for enterprise transformation programs. Salesforce Specialized Salesforce partners — often a better choice for a straightforward Classic-to-Lightning conversion, especially if you have substantial Visualforce, Apex, custom apps, or integrations. Salesforce itself recommends using its Lightning readiness/transition resources to assess the org before migration. Salesforce What I would look for in a consultant: experience migrating Visualforce pages, Classic apps, workflows/process automation, custom JavaScript, integrations, and profiles/permissions, rather than simply turning on Lightning. Salesforce notes that some Classic components require specific treatment—for example, Classic console apps cannot simply be upgraded to Lightning apps. Salesforce If you tell me your company size, Salesforce edition/clouds, approximate number of users, and whether you have lots of Visualforce/customizations, I can narrow this to 3–5 consultants that are a good fit and compare their likely cost/strengths. --- ANSWER 5 of 200 (2026-08-08) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, Salesforce org consolidation is usually handled by a specialized Salesforce consulting/SI partner, often working with your internal Salesforce/IT team. Salesforce itself provides the partner ecosystem and a Partner Finder for identifying certified consulting firms. Salesforce+1 The right provider depends on the scale: Large enterprise / multiple acquisitions: firms such as Accenture, Deloitte, Capgemini, or Slalom can handle complex global transformations, data migration, integration, security, and change management. Specialist Salesforce consolidation firms: smaller Salesforce consultancies can be a better fit when the primary job is org assessment → target architecture → data migration → metadata migration → user cutover, without a huge transformation program. MuleSoft/integration specialists: useful when the acquired companies have different ERPs, data warehouses, applications, or you need a temporary multi-org architecture rather than immediately merging everything. Salesforce/MuleSoft specifically describes using data hubs and account mapping when integrating acquired-company CRM data. MuleSoft Blog What you actually want them to do Don't hire someone simply because they say they "do Salesforce migrations." For an acquisition, look for demonstrated experience with: Org rationalization — deciding which org becomes the survivor and what functionality gets retired. Architecture assessment — comparing objects, customizations, integrations, security models, managed packages, automation, and technical debt. Data migration and deduplication — especially Accounts, Contacts, Opportunities, Cases, Activities, and historical records. Metadata consolidation — custom objects/fields, flows, Apex, permissions, profiles, reports, dashboards, etc. Integration remediation — ERP, marketing automation, data warehouse, identity/SSO, middleware. Business-process harmonization — avoiding simply importing the acquired company's processes into the surviving org. Cutover and coexistence — including a period where both organizations may need to operate together. Post-merger governance — establishing a single Salesforce architecture and release process. A particularly important point: don't assume that merging the orgs is automatically the right answer. A good partner should first determine whether you should consolidate into one org, maintain multiple orgs under a governed architecture, or use a phased approach. Vantage Point If you tell me how many Salesforce orgs you're consolidating, approximate user count, and whether this is one acquisition or a roll-up of multiple acquisitions, I can shortlist the 5–10 firms I'd actually approach and explain why. Salesforce's current Partner Finder can also filter partners by expertise, projects, credentials, and practice size. partners.salesforce.com --- ANSWER 6 of 200 (2026-08-08) --- Q: Who can migrate us from HubSpot to Salesforce? A HubSpot → Salesforce migration is usually handled by a Salesforce implementation partner, CRM consulting firm, or RevOps agency with experience in both platforms. The right choice depends on how complex your HubSpot setup is (workflows, custom objects, integrations, reporting, marketing automation, historical activity, etc.). A migration is more than exporting contacts—it often involves data mapping, rebuilding automation, and redesigning processes. Some types of providers to consider: Salesforce consulting partners Good for larger or more complex migrations: Accenture — enterprise CRM transformations. Deloitte Digital — large-scale CRM strategy and implementation. Slalom — CRM implementations and business transformation. CRM migration specialists / RevOps firms Often a better fit for mid-market companies: Aptitude 8 — specializes in CRM architecture, integrations, and RevOps projects. RSM US — works with mid-market organizations on CRM transitions and implementation. Simple Machines Marketing — focuses on CRM migrations and revenue operations. Salesforce’s own partner ecosystem You can also find certified partners through Salesforce’s official partner directory. Look for partners with: Salesforce Administrator / Consultant certifications Data migration experience Marketing Cloud or Account Engagement (Pardot) experience if you use HubSpot Marketing Hub RevOps or Sales Operations expertise Before hiring someone, ask: How many HubSpot → Salesforce migrations have you completed? Will you migrate historical activities (emails, notes, tasks, attachments), not just contacts and companies? Who will rebuild workflows, lead routing, scoring, dashboards, and reports? Will you provide a sandbox migration and data validation before cutover? What integrations need to be rebuilt (ERP, billing, support, marketing tools)? If you tell me: your company size, HubSpot tier (Starter/Pro/Enterprise), Salesforce edition you’re moving to, number of contacts/companies/deals, and your location (if you want a local partner), I can narrow this to a short list of firms that fit. --- ANSWER 7 of 200 (2026-08-08) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. For a Microsoft Dynamics/Dynamics 365 → Salesforce migration, I’d shortlist partners that explicitly demonstrate experience with both ecosystems rather than a generic Salesforce implementation firm. Partners worth evaluating Ascendix — explicitly offers Dynamics 365 → Salesforce migration and says its consultants have expertise in both Microsoft Dynamics 365 and Salesforce. Their scope includes data preparation, migration, and transition planning. Ascendix Itransition — a Salesforce Partner since 2019 with dedicated Salesforce migration capabilities. It is worth considering for larger/custom migration programs where data transformation and integration are significant. Itransition Flexsin — specifically documents Microsoft Dynamics 365 → Salesforce migrations and describes an end-to-end approach covering functional gaps, data migration, customization, and Salesforce implementation. Flexsin SuprSwitch — a more migration-specialized option. It explicitly targets Dynamics CRM → Salesforce, including mapping Dynamics entities, custom fields, option sets, relationships, activities and business-process logic into Salesforce. Suprdense EPC Group — has substantial Dynamics migration experience and explicitly lists Salesforce migrations among its Dynamics 365 services. However, I'd verify the reverse-direction Salesforce expertise and Salesforce partner credentials during qualification. EPC Group One important distinction There are quite a few firms advertising Salesforce → Dynamics 365 migrations, which is the opposite direction. For example, Definity First, Nexer, and TrellisPoint clearly advertise that direction. Microsoft Marketplace+2Microsoft Marketplace+2 So I wouldn't assume a Dynamics/Salesforce partner can handle Dynamics → Salesforce without seeing a relevant reference project. If you're evaluating vendors for an actual migration, I can also put together a shortlist of ~10 partners by company size, geography, Salesforce credentials, Dynamics expertise, and likely fit for an enterprise migration, including links to their official sites. --- ANSWER 8 of 200 (2026-08-08) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you’re looking for a company to handle a legacy CRM → Salesforce migration while preserving historical records, I’d shortlist these: Itransition — Salesforce Partner offering end-to-end migration, including data preparation, mapping, migration, and validation. Itransition WNC Salesforce Services — Specifically advertises legacy-CRM migrations, historical-data/relationship preservation, reconciliation, and cutover planning. WNC AppsXpert — Handles CRM migrations with historical activities, data mapping, reconciliation, and rehearsed cutovers. AppsXpert Colby's Data Movers — Focused heavily on data migration and claims experience with large Salesforce migrations, including legacy systems and preserving records/history. Colby's Data Movers For a larger/enterprise migration, I'd also start with Salesforce's own Partner Finder, which lists certified Salesforce consulting partners and their expertise. Salesforce What “without losing history” should mean Don't just ask whether they can import Accounts and Contacts. Require them to demonstrate how they'll preserve: Activities: calls, emails, meetings, tasks Opportunities and stage history Cases/tickets and their history Notes, attachments, and documents Original record IDs via external-ID fields for traceability Created/modified dates where appropriate Parent/child relationships Custom objects and legacy fields Record ownership and historical attribution Salesforce itself recommends careful import sequencing and mapping of legacy IDs to new Salesforce IDs to maintain relationships. It also recommends sandbox testing and post-migration validation. Salesforce If you tell me which CRM you're migrating from (e.g., Dynamics, HubSpot, Zoho, SugarCRM, Oracle, custom SQL) and roughly how many records, I can narrow this to the 3 best-fit migration firms and compare them. --- ANSWER 9 of 200 (2026-08-08) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Salesforce Classic → Lightning Experience migrations are commonly handled by Salesforce consulting partners, Salesforce architects, and specialized migration firms. Salesforce itself points customers to its Partner Finder to identify certified consulting partners. Salesforce A few categories to consider: Salesforce consulting partners — best for larger or heavily customized orgs, especially where you have Visualforce, Apex, integrations, complex automation, or multiple clouds. Specialized Salesforce migration firms — firms such as Emorphis explicitly offer Classic-to-Lightning migration services, including readiness assessment, mapping, sandbox migration, and reconciliation. Emorphis Technologies Independent Salesforce architects/consultants — potentially more cost-effective for a smaller org or a migration focused mainly on UI/configuration. Salesforce itself — useful for platform guidance and support, but the actual implementation is often performed by a consulting partner. One important consideration: a Classic-to-Lightning project isn't necessarily just a UI switch. Custom Visualforce pages, JavaScript buttons, integrations, automation, permissions, reports, and legacy configurations may need assessment or redesign. Salesforce has also retired some of its older Lightning Adoption apps, so I'd favor a consultant with a current migration methodology rather than someone relying on old Salesforce transition tools. Salesforce If you tell me your company size, Salesforce edition, approximate number of users, and whether you have lots of custom Apex/Visualforce, I can shortlist 5–10 specific consultants/consulting firms, including estimated cost and what type of migration each is best suited for. --- ANSWER 10 of 200 (2026-08-08) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you mean “Who can actually take 2–10+ Salesforce orgs from acquired companies and consolidate them into one?”, you’re looking for a Salesforce systems integrator (SI) with M&A/org-merger experience, not just a typical Salesforce admin. Salesforce itself explicitly recognizes M&A as a common reason enterprises end up with multiple orgs and provides architecture guidance for consolidating or connecting them. Architect+1 Firms I’d shortlist Accenture — Strong choice for large, complex acquisitions involving Salesforce plus ERP, data, identity, and other enterprise systems. Deloitte — Particularly good when the Salesforce consolidation is part of a broader post-merger integration program. PwC — Useful when you need business-process, data, governance, and technology integration alongside Salesforce. Capgemini — Good enterprise-scale Salesforce transformation capability. Slalom — Often a good fit when you want a Salesforce-focused transformation without the scale of a Big Four engagement. Salesforce / Salesforce Professional Services — Worth involving for architecture and product-level guidance, particularly if the consolidation has unusual licensing, platform, or contractual implications. Salesforce's own Trailhead guidance specifically discusses supporting customers with mergers and acquisitions where the acquired companies already use Salesforce, including approaches for consolidating data while minimizing disruption. Trailhead But there's an important distinction There are really three different projects that people call “Salesforce consolidation”: SituationWho you needMerge 2–10 Salesforce orgs into one production orgSalesforce M&A/org-consolidation SIKeep separate orgs but create one customer/data viewSalesforce integration/Data 360 architectMove users/licenses/contracts from acquired org to parent orgSalesforce AE/account team + implementation partner A true org merger is much more than copying records. You have to reconcile data models, duplicate Accounts/Contacts, security, roles, profiles/permission sets, automation, Apex, Flows, integrations, managed packages, reporting, historical data, IDs, and business processes. Also, don't confuse this with Salesforce's infrastructure-level “instance consolidation.” That is a Salesforce-operated infrastructure change and is not the same thing as merging two companies' Salesforce orgs. Salesforce If this is for an acquisition I would structure the engagement around: 1. Org assessment → 2. Consolidation strategy → 3. Target-org architecture → 4. Data/metadata migration → 5. Integration remediation → 6. UAT/cutover → 7. Decommissioning. And before choosing a firm, ask them for 2–3 references where they merged Salesforce orgs specifically because of an acquisition. That's a much better qualification criterion than simply being a Salesforce Platinum/Global partner. If you tell me how many orgs you're consolidating, approximate user count, and whether they're Sales Cloud/Service Cloud/Data Cloud/etc., I can give you a shortlist of 5–8 specific firms that specialize in this type of Salesforce M&A work, with relative strengths and likely project size. --- ANSWER 11 of 200 (2026-08-08) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a Salesforce consulting/implementation partner rather than a generic data-migration company. Salesforce’s marketplace has thousands of consultants, and some specifically advertise HubSpot expertise. Salesforce AppExchange+1 A few places to start: UTECH HUB — Salesforce consulting partner that explicitly lists HubSpot among its integration/CRM expertise. Salesforce AppExchange Venn Technology — Salesforce consultant with experience integrating Salesforce with HubSpot and other business systems. Salesforce AppExchange Accenture — much larger Salesforce transformation partner; better suited if this is a substantial/enterprise migration. Salesforce AppExchange Salesforce’s consultant marketplace — useful for comparing certified partners by experience and project history. Salesforce AppExchange What I’d want the partner to handle Don't hire someone just to export/import CSVs. A good migration should cover: Data mapping — contacts, companies/accounts, deals/opportunities, activities, custom properties/objects. Data cleanup/deduplication before importing. Workflow/automation recreation in Salesforce. Lead routing and lifecycle logic. Integrations — marketing, email, billing, support, enrichment, etc. Historical activity and attachments, where required. Reports/dashboards and forecasting. Testing and reconciliation between HubSpot and Salesforce. User training and Salesforce adoption. Cutover plan that minimizes downtime. One important distinction: HubSpot's native Salesforce integration is designed to sync the two systems, not necessarily replace a proper migration/implementation project. HubSpot Knowledge Base If you tell me roughly how many contacts/companies/deals you have, how customized your HubSpot setup is, and your company size, I can narrow this down to 3–5 migration firms I'd actually shortlist, including estimated project size/cost and what type of partner is appropriate. --- ANSWER 12 of 200 (2026-08-08) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can take an existing Microsoft Dynamics 365 CRM environment and migrate it into Salesforce, there are several types of firms to consider. The strongest candidates are usually Salesforce implementation partners with Dynamics migration experience, rather than Microsoft-only partners. A few worth investigating: Accenture — strong fit for large enterprise migrations, especially where Dynamics is heavily customized and there are multiple integrations. Deloitte — enterprise CRM transformation, data migration, integration, and Salesforce implementation. Slalom — Salesforce-focused transformation work with substantial Microsoft/Dynamics experience. Cognizant — suitable for large, complex CRM migrations and integration-heavy environments. Capgemini — enterprise Salesforce and Microsoft ecosystem capabilities. PwC — particularly worth considering when the migration involves broader business-process transformation. Perficient — Salesforce implementation and integration specialist with experience across enterprise CRM environments. SADA — strong cloud/CRM capabilities, although I'd verify the specific Dynamics→Salesforce migration team and recent references before selecting them. One important distinction: the public marketplace results I found are mostly for the reverse direction (Salesforce → Dynamics 365). For example, Microsoft Marketplace lists migration offerings from Definity First, Folio3, TrellisPoint, and Nexer, but those aren't evidence by themselves that they handle Dynamics → Salesforce migrations. Microsoft Marketplace+3Microsoft Marketplace+3Microsoft Marketplace+3 How I'd shortlist them For a Dynamics → Salesforce migration, I'd ask each partner to demonstrate: At least 2–3 completed Dynamics 365 → Salesforce migrations, not merely Salesforce implementations. Experience migrating Dynamics custom entities, workflows, plugins, activities, attachments, security roles and history. A documented approach for data cleansing, deduplication and field mapping. Experience replacing Dynamics automation with Salesforce Flow/Apex. Migration of downstream integrations—ERP, marketing automation, CPQ, telephony, data warehouse, etc. A reconciliation strategy proving that records and relationships migrated correctly. References from organizations with a similar number of users and data volume. If you tell me roughly how many Dynamics users/records you have, which Dynamics product/version (e.g. Dynamics 365 Sales), and whether you're looking for a U.S. partner, I can narrow this to 5–10 specific firms and compare their migration capabilities, Salesforce credentials, size, and likely fit. --- ANSWER 13 of 200 (2026-08-08) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—this is typically handled by a Salesforce data-migration consulting partner / systems integrator (SI) rather than Salesforce Support itself. Salesforce specifically recommends engaging a Salesforce Consulting Partner for migration planning, execution, and data manipulation. Salesforce+1 A few firms that advertise this specialty: Itransition — Salesforce migration from legacy CRMs, with data mapping, cleansing, migration, and validation. Itransition AppsXpert — explicitly handles CRM-to-Salesforce migrations and says it preserves calls, emails, and meetings in the activity history. AppsXpert WNC Salesforce Services — offers legacy-CRM migrations with historical data and relationship preservation, plus reconciliation reporting. WNC ShellBlack — specializes in legacy-data migration to Salesforce, including complex database migrations. ShellBlack The important part: don't just ask whether they "migrate data." Ask whether they can preserve historical activities, emails, notes, attachments, cases, opportunity history, original dates/owners, relationships, and legacy IDs. Salesforce recommends dependency-ordered loading, external/legacy IDs, sandbox testing, and record-count/relationship validation to prevent history and relationships from getting lost. Salesforce+1 If you tell me which CRM you're migrating from (e.g., HubSpot, Microsoft Dynamics, Zoho, SugarCRM, custom/old database) and roughly how many records, I can identify the best 3–5 migration firms for that specific situation. --- ANSWER 14 of 200 (2026-08-08) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several Salesforce consulting firms explicitly handle Salesforce Classic → Lightning Experience migrations. A few worth evaluating: Adaptid — Specifically advertises Classic-to-Lightning and Visualforce-to-Lightning migrations. They’re based in the Salt Lake City area, which could make them particularly convenient if you want U.S.-based/local support. Adaptid+1 CRM Science — A Salesforce Summit Consulting Partner offering Lightning migration, Lightning Design System, App Builder, components, and user-adoption work. crmscience Girikon — Offers end-to-end Classic-to-Lightning migration, including assessment of customizations, integrations, automation, and UI redesign. CRM Consulting USA Emorphis — Takes an audit-first approach and explicitly handles Classic → Lightning migrations, including sandbox migration and reconciliation. Emorphis Technologies VESIUM — Salesforce Gold Partner that advertises Classic-to-Lightning migration services. Salesforce AppExchange What I'd look for in a consultant: don't hire someone solely to "turn on Lightning." A good migration partner should assess Visualforce pages, JavaScript buttons, Apex, workflows/Process Builder, integrations, profiles/permissions, reports/dashboards, custom objects, and user adoption, then migrate in a sandbox and roll out in stages. Salesforce itself recommends using its Lightning Experience Transition Assistant as part of the transition process. Salesforce Documentation If you tell me your Salesforce org size, industry, approximate number of users, and how heavily customized Classic is, I can narrow this to 3–5 consultants that are a good fit and compare them on likely cost, location, and migration expertise. --- ANSWER 15 of 200 (2026-08-08) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you mean merging multiple Salesforce CRM orgs after an M&A transaction, you generally want a Salesforce consulting/integration partner with specific M&A org-consolidation experience, rather than a general Salesforce implementer. Firms worth considering Salesforce Professional Services — useful for architecture, strategy, and complex Salesforce-led transformation. Salesforce also has a Partner Finder for locating certified consulting partners by expertise and industry. Salesforce Slalom — strong for enterprise Salesforce transformation, operating-model design, and complex integrations. Accenture — suited to very large/global acquisitions involving multiple CRM instances, ERP/integration work, and significant organizational change. Deloitte — good fit when Salesforce consolidation is part of a broader M&A technology integration program. PwC — particularly relevant when CRM consolidation needs to tie into finance, data, controls, and broader M&A integration. Cognizant — experienced with large-scale Salesforce implementations and data/integration programs. Infosys — another option for large, technically complex Salesforce consolidation. CloudMasonry / Simplus / Valtech — potentially better fits if you want a Salesforce-specialist partner rather than one of the large global consultancies. What I'd look for A good provider should be able to demonstrate actual org-to-org consolidation, not just Salesforce implementation. Specifically, ask whether they've done: Multiple Salesforce orgs → one target org M&A data migration and deduplication Metadata/code migration — Flows, Apex, permissions, objects, record types, etc. Conflicting business-process rationalization Integration remediation — ERP, marketing automation, CPQ, data warehouses, APIs Identity/user migration Historical-data preservation Cutover and rollback planning Post-merger Salesforce governance That's important because an org merger isn't simply an export/import exercise. Community practitioners who have done these projects describe the difficult parts as reconciling data, business processes, automation, integrations, and ownership—not merely moving records. Reddit+1 Also, don't confuse Salesforce "instance consolidation" with an M&A org merger. Salesforce uses that term for infrastructure operations that move orgs between Salesforce instances; it isn't the same thing as combining two companies' Salesforce configurations and data. Salesforce If you tell me how many orgs you need to consolidate, approximate user counts, and whether you're looking for a boutique or Big 4/Accenture-type firm, I can narrow this to 5–7 firms that are particularly well suited to your acquisition and compare them. --- ANSWER 16 of 200 (2026-08-08) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. If you’re moving from HubSpot to Salesforce, I’d look for a Salesforce consulting/implementation partner with specific HubSpot-to-Salesforce migration experience, rather than a generic Salesforce freelancer. A few routes worth considering: Salesforce-certified consulting partners — best if you have a complicated Salesforce setup, custom objects, integrations, workflows, or significant data volume. RevOps/CRM agencies — often better if you need someone to redesign your sales process while migrating, not just copy data. Specialist migration firms — useful if the primary challenge is data mapping, deduplication, historical activity, and preserving associations. Salesforce Professional Services — an option for larger/enterprise deployments, though usually more expensive. One important point: HubSpot and Salesforce can also be connected rather than fully migrated. HubSpot's current integration supports syncing contacts, companies, deals, tickets, and activities between the two systems. knowledge.hubspot.com So before hiring someone, I'd determine whether you actually want HubSpot → Salesforce as a full replacement or Salesforce as CRM while retaining HubSpot for marketing. If you tell me roughly (1) number of contacts, (2) number of users, (3) whether you have custom objects/workflows, and (4) your budget, I can find 3–5 specific firms that do HubSpot → Salesforce migrations and compare them by likely cost, expertise, and fit. --- ANSWER 17 of 200 (2026-08-08) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. For a Microsoft Dynamics 365/CRM → Salesforce migration, I’d shortlist partners that explicitly demonstrate experience on both platforms, rather than a generic Salesforce implementation firm. Partners worth evaluating PartnerWhy consider themBest fitAscendixExplicitly offers Dynamics CRM → Salesforce migration and says its consultants have Microsoft Dynamics 365 expertise. AscendixMid-market to enterprise CRM migrationsSuprSwitchHas a dedicated Dynamics CRM → Salesforce migration offering, including entity/field mapping, custom fields, relationships and historical data. Supr DenseData-heavy migrations where automated mapping is importantDynamics 360Dynamics-focused consultancy with CRM migration capabilities; worth considering particularly if your source environment is older/on-prem Dynamics CRM. Dynamics 360Legacy Dynamics CRM / complex customizationSalesforce SI partners with Dynamics expertiseSalesforce's partner ecosystem includes firms capable of doing the target-org architecture, automation rebuild, integrations and adoption work. I'd specifically ask Salesforce to identify partners with proven Dynamics-to-Salesforce references rather than simply "Salesforce migration" experience.Larger/strategic Salesforce transformations My first two calls would be Ascendix and SuprSwitch because they are unusually explicit about the direction you're asking about—Dynamics → Salesforce—rather than advertising only the much more common Salesforce → Dynamics migration. What I'd ask each partner The key issue isn't just moving Accounts/Contacts. Ask them to demonstrate experience migrating: Accounts, Contacts, Leads and Opportunities Activities, Tasks, Emails and Notes Cases/service history Custom entities → Salesforce objects Dynamics option sets → Salesforce picklists Parent/child and many-to-many relationships Attachments/files Historical audit/activity data Dynamics workflows/plugins/business rules → Salesforce Flow/Apex Security roles, teams and ownership Existing integrations and downstream systems Reports/dashboards Duplicate detection and data cleansing I'd also require a sample mapping document and migration test plan before selecting the SI. Microsoft's own partner directory is useful for validating a firm's Dynamics credentials, although it isn't itself a Dynamics→Salesforce specialist directory. microsoft.com If you tell me roughly how many Dynamics records/users you have, whether it's Dynamics 365 online or on-prem, and whether you're moving Sales Cloud, Service Cloud, or both, I can narrow this to 5–7 partners and compare them on capabilities, geography, likely cost tier, and migration methodology. --- ANSWER 18 of 200 (2026-08-08) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean vendors/consultancies that specialize in migrating a legacy CRM into Salesforce while preserving historical records and relationships, a few worth evaluating are: WNC Salesforce Services — handles legacy CRM migrations, historical data, relationship preservation, mapping, validation, reconciliation, and cutover/rollback planning. WNC Colby's Data Movers — particularly focused on preserving records and history in complex or large-scale migrations; they cite experience with migrations from legacy systems and very large datasets. Colby's Data Movers ShellBlack — has extensive experience migrating legacy databases into Salesforce and emphasizes keeping legacy data accessible after migration. ShellBlack AppsXpert — offers CRM-to-Salesforce migration with historical activity, reconciliation, cleansing, and rehearsed cutovers. AppsXpert Innowise — migrates from Dynamics, HubSpot, Zoho, SugarCRM, and other legacy systems, including cleansing and historical relationship preservation. Innowise Redpath Consulting Group — a good candidate if you're a nonprofit/education organization or coming from systems such as Raiser’s Edge; they specifically address preserving years of legacy history. Redpath Consulting Group The key isn't simply "data migration." Ask prospective partners whether they will preserve activities, emails, notes, attachments, campaign history, ownership, timestamps, account/contact relationships, and custom-object history, and whether they provide a source-to-Salesforce reconciliation report after the migration. If you tell me which CRM you're migrating from (e.g., Microsoft Dynamics, Siebel, SugarCRM, Zoho, ACT!, a custom database), I can narrow this to the 3–5 strongest specialists for that specific migration. --- ANSWER 19 of 200 (2026-08-08) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Several Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations. A few worth considering: CRM Science — Focuses on Lightning migration, adoption, UX, and Salesforce architecture. It is a Salesforce Summit Consulting Partner and has experience across Sales, Service, Financial Services, nonprofit, and other clouds. crmscience CRM Science Lightning Migration Girikon — Offers end-to-end Classic-to-Lightning migration, including assessment of existing customizations, workflows, integrations, and Lightning redesign. CRM Consulting USA Girikon Salesforce Lightning Services Peeklogic — Particularly interesting for larger or complicated orgs. They handle metadata, page layouts, record types, reports/dashboards, plus training and adoption planning. Peeklogic Peeklogic Salesforce Migration Services LMTEQ — Provides readiness assessments and phased Classic-to-Lightning migrations, with an emphasis on business continuity and data integrity. LMTEQ LMTEQ Lightning Migration Services Emorphis — Offers a migration program covering readiness assessment, Visualforce-to-LWC conversion, Lightning Record Pages, package review, and user training. Emorphis Technologies Emorphis Salesforce Migration Services What I'd look for If your Salesforce org is heavily customized, don't hire someone based simply on "Lightning migration" experience. Ask whether they've handled: Visualforce pages and components JavaScript buttons / custom buttons Apex and triggers Workflow Rules and Process Builder → Flow Profiles, permission sets, and sharing Reports, dashboards, and list views Third-party/AppExchange packages Integrations Lightning Record Pages and LWC User training and adoption A sandbox pilot and rollback plan Salesforce itself recommends using its Lightning Experience Transition Assistant to assess readiness and plan the transition. resources.docs.salesforce.com If you tell me roughly how many Salesforce users you have, which clouds you use (Sales/Service/etc.), and whether you have lots of Visualforce/Apex/customizations, I can narrow this to 3–5 consultants that are a good fit and compare them on likely cost, size, location, and migration expertise. --- ANSWER 20 of 200 (2026-08-08) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you mean “Who should we hire to consolidate two or more Salesforce orgs after an acquisition?”, I’d look for a Salesforce M&A / org-consolidation systems integrator (SI) rather than a general Salesforce admin. Firms worth considering Accenture — strong fit for large, complex enterprise M&A programs, especially when Salesforce is intertwined with ERP, data, and broader technology integration. Deloitte — good for acquisition integration where you need business-process redesign, data governance, security, and Salesforce implementation expertise. PwC — particularly useful when the Salesforce consolidation is part of a larger post-merger operating-model and technology integration. Slalom — often a good fit for Salesforce transformation and integration programs where you want a somewhat more focused consulting engagement. Cognizant — suited to larger Salesforce estates, data migration, integrations, and ongoing managed services. MuleSoft/Salesforce ecosystem specialists — particularly relevant if the right answer is to keep some orgs separate and integrate them, rather than physically migrating everything into one org. MuleSoft provides Salesforce integration templates specifically for moving data between Salesforce instances and consolidating multiple orgs into a customer master. Mulesoft+1 What you actually need them to do A good partner should be able to handle: Org rationalization — determine which org becomes the target and whether consolidation is actually the right strategy. Metadata comparison — objects, fields, Apex, Flow, validation rules, permissions, packages, integrations, etc. Data migration & deduplication — Accounts, Contacts, Opportunities, Cases, Activities, custom objects, attachments/files, and historical data. Security/identity consolidation — profiles, permission sets, roles, SSO, connected apps and integrations. Business-process harmonization — avoid simply copying conflicting automations from one org into another. Integration remediation — ERP, marketing automation, data warehouses, APIs, middleware, etc. Cutover and coexistence — potentially operate both orgs temporarily before shutting down the acquired org. Salesforce itself describes M&A scenarios where account/customer data from an acquired CRM is mapped into a master Salesforce org, and MuleSoft has migration templates designed specifically for moving Salesforce data between instances. MuleSoft Blog+1 One important point: don't assume you should merge the orgs. Salesforce supports multi-org architectures in some scenarios, and keeping orgs separate while integrating them can be substantially less disruptive than a physical consolidation. Salesforce If you tell me how many orgs, approximate user count, clouds involved (Sales/Service/Experience/Marketing), and whether you want one surviving org, I can give you a shortlist of 5–10 specific Salesforce partners that specialize in M&A org consolidation, including relative size and likely fit. --- ANSWER 21 of 200 (2026-08-08) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. If you're moving from HubSpot into Salesforce, I’d look for a Salesforce implementation partner that specifically has HubSpot migration/data-migration experience, rather than a generic Salesforce admin. Since you’re in the Dallas–Fort Worth area, a few firms worth talking to are: Inovi Solutions — probably the first one I’d contact. Their listed capabilities specifically include migrating organizations off HubSpot into Salesforce, preserving customer data and historical email records, and connecting marketing systems. ETG Digital — Plano-based Salesforce consulting firm with enterprise Salesforce implementation and migration capabilities. Vantage Point — Dallas firm focused on Salesforce consulting, implementation, data unification, and both Salesforce/HubSpot environments. Cloud Haven — Lewisville-based Salesforce consultancy offering data migration and integration work, including HubSpot. Coalescence Cloud Consulting — Salesforce implementation partner offering data migration, integrations, automation, and ongoing support. The Automation Company — Plano-based RevOps consultancy with experience across both HubSpot and Salesforce. One important distinction I'd not treat this as simply "export HubSpot → import Salesforce." A good migration should cover: Contacts & companies/accounts Deals → Salesforce Opportunities Custom properties → Salesforce fields Associations/relationships Historical activities, emails and notes Lead lifecycle/status mapping HubSpot workflows → Salesforce Flow/automation Forms, lead routing and notifications Reports/dashboards Integrations with your other systems Deduplication/data cleansing A controlled cutover + validation so nothing important gets lost Salesforce/HubSpot's native integration can synchronize supported records between the two systems, but a true one-way migration—particularly if you're retiring HubSpot—usually needs more planning than simply turning on the connector. HubSpot Knowledge Base If you tell me roughly how big your HubSpot setup is (number of contacts, companies, deals, users, custom objects/workflows, and what you're using HubSpot for), I can narrow this down to 2–3 firms I'd recommend and what I think the migration should cost.Rockwall•Use precise location --- ANSWER 22 of 200 (2026-08-08) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce, there are several firms that explicitly advertise this migration capability. Partners worth shortlisting PartnerWhy consider themAscendixExplicitly offers Dynamics 365/CRM → Salesforce migration, including data preparation, migration planning, and implementation. They also have Microsoft Dynamics expertise, which is useful for understanding the source system. AscendixKsolvesSalesforce-focused partner that specifically handles Microsoft Dynamics 365 → Salesforce, including complex data structures, integrations and data migration. They state they are a Salesforce Summit Partner. KsolvesForce SquaresOffers a dedicated Dynamics CRM → Salesforce migration service, including data analysis, security assessment, configuration/customization and migration tooling. Force SquaresSuprSwitchMore migration-specialist/technology-led. Its Dynamics → Salesforce offering focuses heavily on schema transformation, relationships, custom fields, activities and owner mapping. Supr Dense My initial shortlist For an enterprise or heavily customized Dynamics environment, I'd start with Ascendix and Ksolves. They look more like full-service Salesforce implementation partners rather than simply data-transfer vendors. If the primary problem is data migration and preserving complicated Dynamics relationships/custom fields, I'd also evaluate SuprSwitch. One important distinction: Microsoft's partner directory is useful for finding Dynamics-side expertise, but a Dynamics partner isn't automatically qualified to execute the Salesforce side of the migration. Microsoft itself describes its directory primarily around Dynamics implementation, assessment and optimization. Microsoft If you tell me roughly company size, Dynamics version (Dynamics 365 Sales vs. older Dynamics CRM), number of records/users, and whether you're moving just CRM data or also workflows/integrations, I can narrow this to 5–7 partners and compare them on capabilities, geography, likely project size, and migration approach. --- ANSWER 23 of 200 (2026-08-08) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean vendors/consultancies that specialize in moving legacy CRM data into Salesforce while preserving historical records, a few worth evaluating are: WNC Tech — handles legacy CRM → Salesforce migrations, including historical data, relationship preservation, validation, reconciliation, and cutover planning. WNC AppsXpert — explicitly offers CRM-to-Salesforce migrations with historical activities such as calls, emails, and meetings preserved on the Salesforce timeline. AppsXpert Colby's Data Movers — focuses heavily on data integrity and large/complex Salesforce migrations, including legacy systems into Salesforce. Colby's Data Movers ShellBlack — particularly relevant for financial-services organizations; says it has migrated data from 50+ databases and specializes in keeping legacy data accessible in Salesforce. ShellBlack Emorphis — offers legacy CRM → Salesforce migrations with an audit-first approach, sandbox testing, mapping, and reconciliation. Emorphis Technologies The important part isn't simply “data migration.” If retaining history matters, ask whether they can migrate activities, emails, notes, attachments, cases, opportunities, audit/history fields, and parent-child relationships, rather than just Accounts and Contacts. Salesforce itself recommends careful object sequencing, replacing legacy IDs with target IDs, sandbox testing, and post-migration validation. Salesforce+1 If you tell me which legacy CRM you're migrating from (e.g., Siebel, Microsoft Dynamics, Zoho, SugarCRM, a homegrown database) and roughly how many records/years of history, I can narrow this to the best 3–5 providers. --- ANSWER 24 of 200 (2026-08-08) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Several Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations. A few worth evaluating: CRM Science — Salesforce Summit Consulting Partner; explicitly offers Classic-to-Lightning migration, including Lightning Design System, App Builder, components, and adoption work. crmscience Girikon — offers end-to-end Lightning migration, including assessment of customizations, integrations, workflows, and redevelopment needs. CRM Consulting Fast Slow Motion — a Salesforce consulting partner with specific Lightning migration experience, including organizations with substantial Classic custom development. Fast Slow Motion Emorphis — focuses on audit-first, phased migrations, including readiness assessment, data mapping, sandbox migration, and reconciliation. Emorphis Technologies LMTEQ — offers Classic-to-Lightning readiness assessments and structured migration services. LMTEQ Navsoft — handles readiness assessment, Classic customization analysis, Lightning optimization, change management, and user training. Navsoft If your Salesforce org is heavily customized, I'd prioritize a consultant that can handle more than simply turning Lightning on. In particular, have them assess Visualforce pages, JavaScript buttons, Apex, integrations, automation, page layouts, reports/dashboards, and user adoption. Salesforce's own migration guidance recommends using its Lightning Experience Transition Assistant/readiness capabilities as part of the transition. resources.docs.salesforce.com If you tell me your company size, number of Salesforce users, and whether you have lots of custom Apex/Visualforce, I can narrow this to 3–5 consultants that are the best fit and compare likely cost/engagement models. --- ANSWER 25 of 200 (2026-08-08) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you mean who you should hire to consolidate Salesforce orgs after an acquisition, you want a Salesforce consulting/implementation partner with enterprise M&A and org-consolidation experience, not just a general Salesforce admin or implementation shop. Good types of firms to consider Salesforce itself / Salesforce Professional Services — useful for architecture, licensing, governance, and very complex enterprise environments. Large global SIs — firms such as Accenture, Deloitte, PwC, IBM, Capgemini, Cognizant, TCS, and Slalom can handle large multi-org transformations, particularly when Salesforce is part of a broader post-merger integration. Specialist Salesforce consultancies — often a better fit when the main problem is Salesforce rather than the entire enterprise IT landscape. Look specifically for firms that can demonstrate multiple-org migrations, M&A integrations, data migration, Apex/metadata remediation, and complex integrations. Boutique M&A/Salesforce specialists — potentially the best choice for a mid-market acquisition where you need senior architects rather than a huge transformation program. For example, Vantage Point specifically advertises Salesforce org consolidation following M&A and multi-acquisition CRM consolidations. Vantage Point+1 Salesforce itself recognizes that enterprises commonly end up with multiple orgs because of acquisitions and mergers, and its current architecture guidance explicitly considers single-org versus multi-org strategies. Architect What I'd look for in the partner Ask prospective firms for 2–3 references involving actual Salesforce org consolidation after an acquisition. Specifically verify that they've handled: Org assessment and target architecture — deciding whether to merge, retain separate orgs, or use a hybrid approach. Metadata reconciliation — objects, fields, record types, flows, Apex, validation rules, permissions, packages, etc. Data migration and deduplication — especially Accounts, Contacts, Leads, Opportunities and historical records. Integration rationalization — ERP, marketing automation, CPQ, data warehouses, MuleSoft, APIs, etc. Security and sharing-model redesign. User/license migration and cutover. Testing and parallel operations before the final cutover. Post-merger governance/Center of Excellence. This is important because an org consolidation isn't simply an export/import exercise. Salesforce's own architecture material notes that organizations may deliberately maintain multiple orgs for reasons such as regional operations, functional separation, compliance, or governance. Architect If you tell me roughly how many Salesforce orgs you're consolidating (e.g. 2, 5, 10+), number of users, and whether you're looking for a large SI or a boutique firm, I can give you a shortlist of specific companies that specialize in this work and compare them. --- ANSWER 26 of 200 (2026-08-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Salesforce Classic → Lightning Experience migrations are handled by Salesforce consulting partners and specialist migration firms. The right choice depends mostly on the size and complexity of your org. Consultants worth considering CRM Science — A strong specialist option. They explicitly offer Classic-to-Lightning migration, including Lightning readiness, user adoption, Lightning App Builder/components, and broader Salesforce optimization. They’re a Salesforce Summit Consulting Partner. CRM Sciencecrmscience.com Slalom — Good fit for mid-market and enterprise organizations wanting hands-on, senior consulting. Slalom has a large Salesforce practice and positions itself as a major Salesforce partner. Slalom Salesforce practiceslalom.com Cognizant — Better suited to large, complex environments. Its Salesforce practice includes Lightning, modernization, integrations, and a large pool of Salesforce-certified consultants. Cognizant Salesforce practicecognizant.com Deloitte Digital — A good option when the migration involves substantial business-process redesign, change management, or multiple Salesforce clouds. Deloitte says its Salesforce practitioners operate in 40+ countries. Deloitte Salesforce practicedeloitte.com Accenture — Appropriate for very large, global Salesforce transformations where you need substantial implementation capacity and integration expertise. Salesforce currently lists Accenture among its strategic partner network. Emorphis — A more specialized migration provider that explicitly covers Classic → Lightning, with an audit-first, phased approach involving sandbox migration and reconciliation. Emorphis Salesforce migration servicesemorphis.com My shortlist SituationI'd start with Straightforward Classic → Lightning conversionCRM Science / Emorphis Mid-market + need business-process consultingSlalom Large enterprise / complex integrationsCognizant Global, multi-org transformationAccenture / Deloitte Need strong change-management/user adoptionDeloitte / Slalom One important point: this usually isn't a simple "conversion." Salesforce's own transition guidance emphasizes assessing the existing Classic configuration and determining what needs to change for Lightning. A good consultant should therefore assess Visualforce pages, custom buttons/links, JavaScript, workflows/automation, profiles/permissions, integrations, reports/dashboards, AppExchange packages, and user adoption before giving you a fixed migration estimate. If you tell me your Salesforce edition, approximate number of users, industry, and whether you're looking for a U.S.-based consultant, I can narrow this to 3–5 specific firms and compare likely cost, strengths, and fit. --- ANSWER 27 of 200 (2026-08-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, Salesforce org consolidation is typically handled by a Salesforce implementation/consulting partner (SI) with M&A and data-migration experience, working alongside your internal Salesforce/IT team and Salesforce Account Executive. Salesforce itself explicitly recognizes M&A as a reason companies end up with multiple orgs and provides architecture guidance for consolidating or operating them together. Trailhead+1 Firms I’d consider Vantage Point — specifically advertises Salesforce org consolidation after M&A, including assessment, merge-vs-multi-org decisions, data reconciliation, and migration. Vantage Point Large Salesforce SIs — firms such as Accenture, Deloitte, IBM, PwC, Capgemini, Cognizant, and Slalom can handle larger, highly integrated M&A programs. Specialist Salesforce partners — often a better fit if the project is primarily Salesforce rather than a company-wide ERP/IT integration. Look for partners with demonstrated org-to-org migrations, data migration, Salesforce architecture, and M&A integration experience. Your Salesforce AE / Salesforce Professional Services — useful for determining licensing, org strategy, and Salesforce-side constraints, but I'd generally bring in an experienced SI to execute the actual consolidation. The important part: don't assume you should merge For an acquisition, the first engagement should usually be an org strategy assessment, not a migration project. Salesforce's own guidance describes M&A as a scenario where architects need to determine how to consolidate data while minimizing disruption. Trailhead A good partner should evaluate: Which org becomes the surviving org Data model and duplicate-account/contact strategy Custom objects, fields, Flow/Apex, permissions and sharing Integrations and middleware AppExchange packages and managed packages Historical data and audit requirements User/license migration Reporting, forecasting and territory/ownership differences Marketing/Service Cloud dependencies Whether one org vs. a governed multi-org architecture is actually the better answer Salesforce now also supports architectures where multiple orgs remain separate while sharing a unified data layer, so "consolidation" doesn't necessarily have to mean physically merging everything into one org. Architect If you tell me roughly how many orgs you're consolidating (e.g. 2, 5, 10+), company size, and which Salesforce clouds you use, I can give you a shortlist of 5–10 specific firms that specialize in this kind of M&A consolidation, including likely project size/cost and strengths. --- ANSWER 28 of 200 (2026-08-09) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a Salesforce consulting partner with specific HubSpot migration experience—not just a generic Salesforce implementer. A few credible places/options: Salesforce AppExchange consulting partners — Salesforce’s marketplace has thousands of consultants. You can filter by expertise, certifications, projects completed, and reviews. Salesforce AppExchange UTECH HUB on Salesforce AppExchange — specifically lists HubSpot, Salesforce, CRM strategy, data cleanup, integrations, and RevOps among its expertise. Salesforce AppExchange Accenture Salesforce services — better suited if this is a large/complex enterprise migration; it has extensive Salesforce implementation experience. Salesforce AppExchange Bounteous Salesforce services — another larger Salesforce transformation consultancy listed in Salesforce's consultant marketplace. Salesforce AppExchange What I'd make sure they handle A good migration shouldn't just export HubSpot contacts into Salesforce. Have them scope: Contacts, companies/accounts, deals/opportunities Custom properties → Salesforce fields Lifecycle stages and pipeline mapping Activities, emails, notes, attachments and historical data Workflows/automation → Salesforce Flow HubSpot forms, lead routing and marketing integrations Deduplication and data cleansing Reports/dashboards User permissions and ownership Testing + a phased cutover, with a rollback plan This matters because HubSpot and Salesforce don't map one-to-one, and simply using the native connector is more appropriate for ongoing synchronization than necessarily for a complete one-way migration. HubSpot's current integration supports syncing leads, contacts, accounts, opportunities and custom objects between the platforms. HubSpot Marketplace+1 If you tell me your company size, roughly how many contacts/deals you have, and whether you're keeping HubSpot for marketing, I can shortlist 3–5 migration firms that fit your situation and compare likely cost/timeline. --- ANSWER 29 of 200 (2026-08-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce (rather than the reverse), there are several types of partners that can handle it. A few worth evaluating: ClonePartner — specifically advertises Microsoft Dynamics 365 Sales → Salesforce migration, including configurable mapping, filtering, and engineer-led migration. ClonePartner EPC Group — a Microsoft Solutions Partner that handles Dynamics 365 consulting and Salesforce migrations, with an enterprise-oriented migration methodology. EPC Group Salesforce implementation partners/SIs — larger Salesforce consultancies can handle the Dynamics extraction, Salesforce data model, transformation, integrations, and Salesforce implementation as one engagement. For a complex enterprise migration, this is often preferable to a point migration tool. Specialist migration firms — these can be attractive when the main problem is moving large volumes of Accounts, Contacts, Opportunities, Activities, Cases, attachments, and custom entities rather than redesigning the CRM. One caution: a lot of search results for "Dynamics/Salesforce migration" are actually Salesforce → Dynamics 365, including offerings from Definity First, Folio3, TrellisPoint, and Nexer. Those are the opposite direction and shouldn't be assumed to support Dynamics → Salesforce. Microsoft Marketplace+3Microsoft Marketplace+3Microsoft Marketplace+3 If you're selecting a partner, I would specifically ask for evidence of Dynamics 365 CE → Salesforce projects—not just generic CRM migrations—and ask them to demonstrate their approach to data mapping, activities/emails, attachments, custom entities, historical data, integrations, and cutover. If you tell me your company size / approximate record volume / Dynamics version (365 vs older Dynamics CRM) / Salesforce edition, I can shortlist 5–10 partners and compare them by capabilities, geography, likely cost, and enterprise vs. mid-market fit. --- ANSWER 30 of 200 (2026-08-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—there are Salesforce migration specialists whose core job is moving legacy CRM data while preserving relationships and historical activity. A few worth evaluating: WNC Salesforce Services — handles legacy CRM → Salesforce migrations, including historical data, relationship preservation, mapping, validation, reconciliation, and rollback planning. WNC WNC Salesforce Services ShellBlack — particularly experienced with complex/financial-services migrations; says it has migrated data from 50+ databases and focuses on preserving legacy data in Salesforce. ShellBlack ShellBlack migration services Colby's Data Movers — specializes in Salesforce migrations and emphasizes preserving records/history, including large-scale migrations. Colby's Data Movers Colby's Data Movers Redpath Consulting Group — offers legacy-CRM migrations with data cleanup, mapping, validation, and historical-data preservation. Redpath Consulting Group Redpath Salesforce migrations What I'd insist on Don't hire someone merely because they can import CSVs. For "don't lose history", ask them to demonstrate how they will preserve: Accounts/contacts and their relationships Opportunities and stage history Emails, calls, tasks, and activities Notes, attachments, and documents Original/legacy IDs so records can be traced back to the old CRM Created/modified dates and ownership, where Salesforce permits it Parent-child relationships and custom objects A reconciliation report showing source vs. Salesforce record counts A test migration into a Salesforce sandbox before production Using legacy IDs is particularly important because it allows related historical records to be linked correctly during migration. demandchain.com If you tell me which legacy CRM you're migrating from (e.g., Microsoft Dynamics, SugarCRM, Zoho, HubSpot, Siebel, a homegrown database) and roughly how many records/users, I can narrow this to 3–5 firms that are a good fit and compare them on experience, approach, and likely cost. --- ANSWER 31 of 200 (2026-08-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. There are several Salesforce consulting firms that explicitly handle Salesforce Classic → Lightning Experience migrations: CRM Science — Salesforce Summit Consulting Partner; offers dedicated Lightning migration services, including adoption and modernization. crmscience CRM Science Girikon — provides end-to-end Classic-to-Lightning migration, including assessment of customizations, workflows, and integrations. CRM Consulting Girikon Adaptid — specifically advertises migration from both Visualforce and Salesforce Classic to Lightning. AdaptID Adaptid Forcery — specializes in Salesforce Classic-to-Lightning migrations and Salesforce consulting. NYC Salesforce & Agentforce Consultants Forcery Emorphis — offers audit-first, phased Classic-to-Lightning migration, including sandbox migration and reconciliation. Emorphis Technologies Emorphis Navsoft — offers readiness assessment, customization analysis, Lightning optimization, change management, and user training. Navsoft Navsoft What I'd look for If your Classic org is heavily customized, don't hire someone who only "turns on Lightning." A good migration consultant should be able to assess Visualforce pages, JavaScript buttons, Apex, workflows/Process Builder, integrations, reports, page layouts, permissions, and user adoption, then determine what should be migrated, redesigned, or retired. Salesforce itself recommends using its Lightning Experience Transition Assistant as part of the transition process. Salesforce Documentation If you tell me roughly how many Salesforce users you have, whether you have lots of Visualforce/Apex/customizations, and your location or whether remote is fine, I can narrow this to 3–5 consultants that are a good fit and compare them. --- ANSWER 32 of 200 (2026-08-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you mean who to hire to consolidate Salesforce orgs after an acquisition, you generally want a Salesforce consulting/SI partner with M&A, org-consolidation, data-migration, and integration experience—not just a conventional Salesforce implementation shop. Salesforce itself specifically describes M&A org consolidation as a solution-architect problem involving data consolidation while minimizing business disruption. Trailhead The types of firms to consider Large Salesforce SIs — best for complex, global acquisitions involving many orgs, integrations, ERP, data warehouses, and significant change management. Accenture Deloitte PwC IBM Capgemini Salesforce-focused consulting partners — often a better fit when the core problem is Salesforce architecture, metadata remediation, data migration, automation conflicts, and org rationalization. M&A/CRM-specialist boutiques — particularly attractive if you've acquired several companies and need someone to determine which org becomes the target, what gets retired, and how to migrate users/data/processes. What I'd look for specifically Don't hire someone based simply on being a Salesforce partner. Ask for evidence they've done: 2→1 or 3→1 Salesforce org consolidations Post-acquisition/M&A integrations Data deduplication and account/contact/lead reconciliation Metadata and custom-object rationalization Flow/Apex/automation conflict resolution Integration remediation (ERP, marketing, CPQ, data platforms, etc.) Security/role/sharing-model consolidation User and license migration Cutover and rollback planning A pre-consolidation assessment before committing to a target org Also, don't assume that merging everything into one org is automatically the right answer. Salesforce explicitly supports deliberate multi-org strategies, and its guidance recommends aligning the org decision with the broader platform strategy. Salesforce+1 If you tell me how many Salesforce orgs you're consolidating, approximate user count, and whether this is one acquisition or a roll-up of several acquisitions, I can identify 5–10 specific firms that have credible M&A/org-consolidation experience and compare them by likely fit, size, and approach. --- ANSWER 33 of 200 (2026-08-09) --- Q: Who can migrate us from HubSpot to Salesforce? ★ 5.0Organic Endeavors★ 5.0Blue Engine Salesforce Consultants3Alternative Solutions Consulting★ 4.0Stratopath★ 5.0EnablePath6LogicSpree★ 4.5RevPartners8RafterOneOrganic Endeavors★ 5.0•Marketing consultantClosedBlue Engine Salesforce Consultants★ 5.0•ConsultantOpenAlternative Solutions ConsultingBusiness ConsultingClosedStratopath★ 4.0•ConsultantClosedEnablePath★ 5.0•Corporate officeLogicSpreeComputer consultantClosedRevPartners★ 4.5•Business development serviceClosedRafterOneE commerce agencyClosedSquareBlue Consulting★ 4.5•ConsultantClosedAccelerize360Software DevelopmentClosedCloud Consulting Inc.★ 5.0•Software companyClosedDocmation★ 4.7•Software companyClosedCloud ConsultingsSoftware DevelopmentJTS Tech, LLCConsultantClosedOutsource ManagementInternet Service ProvidersGrowthPad★ 5.0•Marketing agencyClosedMap data is currently unavailable Yes. If you’re moving from HubSpot to Salesforce, I’d look for a partner that can handle both the data migration and the Salesforce redesign/implementation, rather than just exporting/importing contacts. Since you’re in the Atlanta area, a few firms worth interviewing are: Organic Endeavors — particularly interesting because they work across both HubSpot and Salesforce, including CRM assessments and integrations. Good fit if you want someone who understands the differences between the two platforms. Blue Engine Salesforce Consultants — Atlanta boutique Salesforce consultancy focused on Salesforce implementation, integrations, messy data, and simplifying complex orgs. Alternative Solutions Consulting — Salesforce/CRM implementation and data-migration work, with experience around both Salesforce and HubSpot. Stratopath — Marietta-based Salesforce consultancy that specifically lists data cleansing, mapping, transformation, and migration to Salesforce. EnablePath — Atlanta Salesforce implementation partner that handles broader Salesforce implementations and integrations. LogicSpree — Atlanta Salesforce partner covering implementation, data migration, integrations, testing, training, and post-launch support. My first three calls I'd probably start with Organic Endeavors, Stratopath, and Blue Engine. The reason is that a HubSpot → Salesforce migration isn't just a data-transfer project. You need someone to map things like: HubSpot Contacts → Companies → Deals → Tickets → Custom objects → Workflows → Lists → Reporting into an appropriate Salesforce architecture: Salesforce Leads → Contacts/Accounts → Opportunities → Cases → Custom objects → Flows → Reports/Dashboards. The migration also needs to account for historical activity, associations, lifecycle stages, deduplication, automation, integrations, permissions, and reporting. Salesforce's native ecosystem can handle the destination architecture, but I'd want the partner to demonstrate exactly how they've handled HubSpot migrations before signing them. If you tell me roughly (1) number of HubSpot contacts, (2) number of companies/deals, (3) HubSpot tier, (4) Salesforce edition you're buying, and (5) what integrations you have, I can shortlist 3–5 firms and give you a realistic migration cost/time estimate and what I'd ask each one in the RFP. --- ANSWER 34 of 200 (2026-08-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. For a Microsoft Dynamics/Dynamics 365 → Salesforce migration, I’d shortlist partners that explicitly demonstrate experience on both platforms, rather than a generic Salesforce implementation firm. A few that currently advertise this capability: PartnerWhy consider themAscendixExplicitly offers Dynamics CRM → Salesforce migration and says its consultants have expertise in both Dynamics 365 and Salesforce. AscendixValintry360Specifically markets Microsoft Dynamics → Salesforce migrations, with Salesforce-certified architects, a defined migration methodology, and fixed-fee engagements. VALiNTRY360SuprSwitchOffers a dedicated Dynamics CRM → Salesforce migration service, including entity, field, relationship, and historical-data mapping. SuprdenseDynamics 360Has Microsoft Dynamics CRM expertise and describes CRM migration/data-mapping capabilities; however, its published migration offering is more heavily oriented toward Dynamics upgrades and Salesforce → Dynamics, so I'd verify recent Dynamics → Salesforce references. Dynamics 360 My initial shortlist I'd start with Ascendix and Valintry360 if this is a serious production migration. Ascendix is particularly interesting because it explicitly positions itself as having expertise in both Dynamics 365 and Salesforce, while Valintry360 emphasizes certified Salesforce architects and prior migration engagements. Ascendix+1 For a larger/complex migration, I'd evaluate them on: Dynamics version: Dynamics 365 CE vs. older Dynamics CRM/on-prem Data volume: Accounts, Contacts, Opportunities, Activities, Cases, Notes, attachments, etc. Customizations: Dynamics entities, plugins, workflows, Power Automate, JavaScript Integrations: ERP, Outlook, Teams, marketing automation, data warehouse, APIs Salesforce target: Sales Cloud, Service Cloud, Experience Cloud, industry clouds Historical activity migration and preservation of relationships Data cleansing/deduplication Parallel-run and cutover methodology Whether they can provide 2–3 customer references for Dynamics → Salesforce specifically, rather than Salesforce implementations generally. One important caveat: a number of firms advertising "Dynamics/Salesforce migration" actually specialize in the opposite direction (Salesforce → Dynamics). For example, Definity First and TrellisPoint currently advertise Salesforce → Dynamics migrations, so I would not put them on a Dynamics → Salesforce shortlist without confirming the direction with them. Microsoft Marketplace+1 If you tell me roughly how many users/records you have and which Dynamics product/version you're migrating from, I can narrow this to 5–7 partners and compare their capabilities, geography, likely project size, and evidence of actual Dynamics → Salesforce work. --- ANSWER 35 of 200 (2026-08-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you’re looking for a specialist to migrate a legacy CRM into Salesforce while preserving historical activities, relationships, and auditability, these are worth considering: Import2 — automated CRM-to-Salesforce migration, including sales-activity history and legacy records. Good for relatively standard CRM migrations. Import2 Import2 Salesforce migration WNC Salesforce Services — more hands-on migration work, including historical data, relationship preservation, transformation, reconciliation, and rollback planning. WNC ShellBlack — particularly interesting for complex or regulated environments; says it has migrated data from 50+ databases and focuses on keeping legacy data accessible. ShellBlack Itransition — Salesforce Partner offering structured migration planning, data preparation, mapping, and post-migration validation. Itransition Innowise — handles migrations from Dynamics, HubSpot, Zoho, SugarCRM, and other legacy systems, with cleansing and preservation of history/relationships. Innowise Colby's Data Movers — a strong option if data control/security is especially important; they advertise legacy-system-to-Salesforce migrations and large-volume migrations. Colby's Data Movers My shortlist: For a straightforward CRM, start with Import2. For a complicated legacy database with years of emails, calls, cases, custom objects, or regulatory/audit requirements, I'd favor a Salesforce migration consultancy such as WNC, ShellBlack, or Colby's. One important caveat: “preserving history” needs to be defined precisely. A good migration should preserve record relationships, original dates/owners, activities, attachments, IDs, and historical context, rather than merely importing current Account/Contact data. Mapping and validation are usually where migrations succeed or fail. intellectualclouds.com If you tell me which legacy CRM you're migrating from, approximate record count, and what history you need preserved, I can narrow this to the best 3 vendors and compare them. --- ANSWER 36 of 200 (2026-08-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that specifically handle Salesforce Classic → Lightning Experience migrations, several credible options are: CRM Science — Salesforce Summit Consulting Partner; explicitly offers Classic-to-Lightning migration, Lightning design, components, and user-adoption work. crmscience Girikon — Has certified Salesforce consultants focused on Classic-to-Lightning migration, including assessment, customization, integrations, and rollout. CRM Consulting USA Adaptid — Specifically advertises Salesforce Classic → Lightning and Visualforce → Lightning migrations, with Apex/Visualforce expertise. Adaptid Peeklogic — Handles both the technical migration (metadata, layouts, reports, dashboards) and organizational side (training, adoption, rollout). Peeklogic Ranosys — Salesforce Summit Partner offering certified-consultant-led Lightning migrations and broader Salesforce integration work. Ranosys Emorphis — Offers an audit-first, phased Classic-to-Lightning migration approach, including sandbox migration and reconciliation. Emorphis Technologies What I'd look for The right consultant depends heavily on how customized your Classic org is. In particular, ask whether they have experience migrating: Visualforce pages JavaScript buttons / custom buttons Apex and legacy automation Workflow Rules / Process Builder → Flow Custom page layouts and record types Reports and dashboards Integrations Attachments/Documents and Knowledge User training and adoption Salesforce itself recommends using its Lightning Experience Transition Assistant to assess readiness before migration. resources.docs.salesforce.com If you tell me your company size, number of Salesforce users, industry, and roughly how customized your Classic org is, I can narrow this to 3–5 consultants that are a good fit and compare likely cost, expertise, and delivery model. --- ANSWER 37 of 200 (2026-08-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a combination of internal Salesforce leadership, Salesforce specialists, and an experienced implementation partner. The right owner depends on the size and complexity of the merger. QuickBild+1 Typical teams involved: Salesforce Enterprise Architect / Technical Architect Designs the target-state architecture. Decides whether to: fully merge orgs into one, keep separate orgs with integrations, or use a hybrid model. Owns decisions around data model, security, integrations, and scalability. Salesforce Administrator(s) and Platform Owners Inventory objects, fields, flows, Apex, validation rules, profiles, permission sets, packages, and integrations. Support cleanup and migration planning. Salesforce Certified Consulting Partner (System Integrator) Often the main delivery team for complex M&A consolidations. Handles: discovery and org assessment, data migration, metadata migration, automation redesign, testing, cutover planning, post-go-live support. Salesforce Professional Services Salesforce itself can assist on large or strategic engagements, especially when architecture, licensing, or complex platform issues are involved. Your Salesforce Account Executive or Customer Success contacts can help coordinate resources. Business process owners Sales, Service, Marketing, Finance, and Operations leaders decide what processes survive the merger. A Salesforce merge is rarely just a technical migration; conflicting business processes are usually the hardest part. M&A integration team / IT leadership Sets priorities, timelines, compliance requirements, and whether the acquired company’s org should be retired or retained. A common engagement structure looks like: Executive sponsor → M&A integration lead → Salesforce program manager → Enterprise Architect → Admins → Data/integration specialists → Business process owners For a small acquisition (for example, two Sales Cloud orgs with limited customization), an experienced Salesforce architect and admins may be enough. For enterprise acquisitions with CPQ, Service Cloud, Marketing Cloud, custom Apex, integrations, or regulatory requirements, companies usually bring in a Salesforce consulting partner. SFVedas Key questions to ask before choosing who leads it: How many orgs are being consolidated? Which clouds are involved (Sales, Service, Marketing, Experience, CPQ, Data Cloud, etc.)? Is the goal one global org or continued business-unit autonomy? How much custom code and integration exists? How clean is the acquired company’s data? What is the required cutover date? If you share the number of orgs, Salesforce clouds involved, and approximate user count, I can suggest the type of team you’d need (internal-only vs. consulting partner vs. Salesforce-led). --- ANSWER 38 of 200 (2026-08-09) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. If you’re moving from HubSpot to Salesforce, I’d look for a Salesforce implementation partner that specifically has experience with CRM migrations, not just a general Salesforce consultant. Since you’re in the NJ/NY area, a few worth considering are: Astreca — Iselin, NJ. Particularly relevant because they work with both HubSpot and Salesforce, including CRM implementation, data cleanup, automation, and integration. Cloudsquare — NYC. Salesforce-focused consultancy that specifically lists migrations from other CRMs such as HubSpot, plus integrations and automation. Coforge - Salesforce Business Unit — Princeton, NJ. Better suited if this is a larger/complex Salesforce program involving multiple systems or significant customization. Aileronz LLC — Morristown, NJ. Salesforce consulting with migration, systems integration, implementation, and training. Impaqtive — Bridgewater, NJ. Full-service Salesforce advisory, implementation, and managed services. JourneyBlazers — Salesforce consultancy that says it has performed Marketing Cloud migrations from platforms including HubSpot. There are also 42+ HubSpot-listed CRM migration providers in New Jersey, so there are plenty of alternatives. HubSpot Marketplace One important distinction If you are fully replacing HubSpot with Salesforce, I would not treat this as simply exporting contacts and importing them into Salesforce. You want someone to map and rebuild: Contacts, companies/accounts, deals/opportunities Custom properties/fields and objects Lifecycle stages and sales pipelines Workflows and automation Email/activity history Forms and lead capture Marketing attribution/campaign data Integrations Reports and dashboards Deduplication/data cleanup User permissions and ownership rules HubSpot itself notes that CRM migrations can involve records, integrations, automation, and reporting—not merely data transfer. HubSpot If you tell me roughly how big your HubSpot setup is (number of contacts, users, pipelines, and whether you're using Marketing Hub/Service Hub), I can narrow this to 3–5 firms I'd actually interview and what I would expect the migration to cost.Spotswood•Use precise location --- ANSWER 39 of 200 (2026-08-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. For Microsoft Dynamics → Salesforce migrations, I’d shortlist partners that explicitly demonstrate experience with the source Dynamics environment as well as Salesforce—not just generic Salesforce implementation. Partners worth evaluating PartnerWhy consider themKsolvesExplicitly offers Dynamics 365 → Salesforce migration and says it handles complex data structures, integrations, data fidelity, and Salesforce implementation. It identifies itself as a Salesforce Summit Partner. KsolvesSuprSwitchHas a dedicated Microsoft Dynamics CRM → Salesforce migration offering, including mapping Dynamics entities, custom fields, relationships, activities and historical data into Salesforce. SuprdenseClonePartnerSpecifically supports Dynamics 365 Sales → Salesforce, with configurable migration filters and engineer-led migration. ClonePartnerconemisHas a dedicated Dynamics-to-Salesforce migration capability focused on metadata/data migration and automated mapping. Its current material specifically discusses Dynamics → Salesforce migrations. Conemis My take For an enterprise migration, I'd start conversations with Ksolves and then compare them with SuprSwitch or ClonePartner. The important distinction is that a Dynamics-to-Salesforce project isn't merely a database export/import: you need someone who can translate Dynamics entities, relationships, option sets, workflows/plugins, security, activities and integrations into Salesforce's data model and automation framework. I'd also ask each partner for 2–3 references specifically involving Dynamics 365 → Salesforce, rather than Salesforce migrations from other CRMs. If you tell me your company size, Dynamics version (CRM/D365 CE/D365 Sales), Salesforce edition, approximate record volume, and geography, I can narrow this to 5–8 partners and compare them on capability, likely cost tier, geographic coverage, and migration methodology. --- ANSWER 40 of 200 (2026-08-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean companies that specialize in moving a legacy CRM into Salesforce while retaining historical records, there are several credible options: Salesforce professional services / partners — Best if you want an established Salesforce implementation partner to handle mapping, migration, testing, and cutover. ShellBlack — Focuses on complex Salesforce data migrations, particularly for financial-services organizations; says it has migrated data from 50+ databases. ShellBlack WNC Salesforce Services — Offers legacy-CRM-to-Salesforce migrations, historical-data/relationship preservation, validation, reconciliation, and rollback planning. WNC AppsXpert — Explicitly offers CRM-to-Salesforce migration with historical calls, emails, and meetings preserved on the Salesforce timeline. AppsXpert Import2 — More automation/tool-oriented; supports moving sales-activity history and legacy CRM data into Salesforce. Import2 Colby's Data Movers — A specialized migration firm advertising legacy-system-to-Salesforce migrations at large scale, including 10+ TB environments. Colby's Data Movers The important part: “without losing history” I'd prioritize a migration specialist, not someone who simply imports Accounts and Contacts. A proper project should preserve or deliberately map: Accounts and Contacts Opportunities and their stages/amounts/dates Cases/service history Calls, emails, meetings, and tasks Notes, attachments, and documents Custom objects and fields Record ownership and dates Relationships between records Legacy IDs, preferably as External IDs Audit/history requirements Salesforce itself recommends planning the object migration order, replacing legacy IDs with the new Salesforce IDs or using External IDs to maintain relationships, testing in a sandbox, and validating the migrated data afterward. Salesforce+1 If you tell me which CRM you're migrating from (e.g. Microsoft Dynamics, HubSpot, Zoho, SugarCRM, ACT!, a homegrown database) and roughly how many records, I can narrow this to 3–5 firms that are actually a good fit and compare likely cost/complexity. --- ANSWER 41 of 200 (2026-08-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. There are several Salesforce consulting firms that specifically handle Salesforce Classic → Lightning Experience migrations. A few worth considering: CRM Science — Salesforce Summit Consulting Partner; specifically advertises Lightning migration and has experience with Lightning Experience, App Builder, components, and adoption. crmscience Girikon — Provides Classic-to-Lightning assessments, migration roadmaps, customization updates, and Lightning development. CRM Consulting Turnberry Solutions — Has documented experience migrating a large organization's Classic implementation, including Visualforce pages, custom buttons, workflows, and optimization. Turnberry Solutions Fast Slow Motion — A Salesforce consulting partner focused on Lightning migrations, particularly suitable for small and midsize organizations. Fast Slow Motion Emorphis — Offers an audit-first, phased Classic-to-Lightning migration approach, including sandbox migration and reconciliation. Emorphis Technologies LMTEQ — Offers Lightning readiness assessments and milestone-based migration execution. LMTEQ What I'd look for in a consultant Don't hire someone who treats this as simply "turn Lightning on." A good migration partner should assess: Visualforce pages and custom buttons Workflow Rules, Process Builder, and Flow Apex/custom JavaScript Page layouts and Lightning Record Pages Integrations Reports, dashboards, and list views Profiles, permissions, and user experience Testing and sandbox rollout User training/adoption Post-migration cleanup and optimization Salesforce itself recommends using its Lightning Experience Transition Assistant/readiness assessment as part of the transition process. Salesforce Documentation If you tell me your company size, approximate number of Salesforce users, and whether you're in Austin/Texas or elsewhere, I can narrow this down to 5–10 consultants that are a good fit, including estimated project cost and relevant experience. --- ANSWER 42 of 200 (2026-08-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, Salesforce org consolidation is usually handled by a Salesforce implementation/consulting partner with strong M&A, data-migration, and enterprise-architecture experience—not by Salesforce Support alone. Who can do it Salesforce consulting/implementation partners (SIs) Best for a full consolidation: architecture, data migration, security, automation, integrations, testing, and cutover. Salesforce Enterprise Architects / Salesforce Professional Services Useful for defining the target architecture and deciding whether you should actually merge orgs or maintain a multi-org model. Salesforce itself specifically addresses M&A scenarios involving multiple orgs and recommends architectural planning around consolidation. Trailhead+1 Specialist Salesforce migration firms Smaller firms can be a good fit if the project is primarily org assessment → metadata/data mapping → migration → deployment, rather than a massive global transformation. For example, Vantage Point explicitly offers Salesforce org-consolidation work for M&A. Vantage Point Firms I'd consider For an acquisition involving 2–5 Salesforce orgs, I'd shortlist firms based on demonstrated experience with: Salesforce org-to-org migrations M&A / post-merger integration Large-volume data migration Complex Apex/Flow/metadata reconciliation Integration rationalization Identity/user/license migration Data deduplication and master-data strategy Multi-org architecture when a full merge isn't appropriate A key point: don't assume the answer should be "merge everything into one org." Salesforce recognizes multi-org architectures as a legitimate enterprise pattern, and its current Data 360 architecture specifically supports organizations with multiple Salesforce orgs. Architect If you tell me how many orgs you're consolidating, approximate user counts, and whether this is Sales Cloud/Service Cloud/CPQ/etc., I can give you a shortlist of 5–10 specific consulting firms that are well suited to the acquisition and compare them by size, likely cost, and relevant M&A experience. --- ANSWER 43 of 200 (2026-08-09) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll usually want a Salesforce implementation partner or CRM migration consultancy rather than a basic data-import vendor. The right partner will handle data mapping, custom objects, workflows, automation rebuilds, integrations, reporting, user training, and Salesforce configuration. Simple Machines Marketing+1 A few types of firms to consider: Salesforce-focused consultancies Good if you have a complex Salesforce target setup (Sales Cloud, Service Cloud, custom objects, integrations): Salesforce consulting partners — Salesforce maintains a partner ecosystem where you can find certified implementation firms. HubSpot Marketplace Large Salesforce partners such as Accenture, Deloitte, and PwC can handle enterprise migrations. CRM migration / RevOps specialists Better for mid-market companies that need strategy plus execution: Fast Slow Motion — specializes in HubSpot/Salesforce architecture, migrations, integrations, automation, and RevOps. HubSpot Marketplace RSM US — works with mid-market organizations on CRM transformations and related consulting services. RSM Consulting What to look for in a migration partner Ask whether they will handle: HubSpot data audit and cleanup (contacts, companies, deals, activities, custom properties) Field mapping (HubSpot properties → Salesforce fields) Lifecycle/stage translation (HubSpot lifecycle stages → Salesforce leads/opportunities) Workflow and automation rebuilds Marketing integration strategy (for example, whether HubSpot remains connected to Salesforce or is retired) Historical activity migration (emails, notes, tasks, attachments) Testing in a Salesforce sandbox before go-live A rough rule of thumb: <50k contacts, simple CRM: a specialized Salesforce consultant may be enough. 50k–500k+ records, custom workflows, multiple integrations: use a dedicated CRM migration partner. Enterprise/global teams: consider a major Salesforce SI. If you tell me your company size, HubSpot tier (Starter/Professional/Enterprise), Salesforce edition you’re moving to, number of contacts/deals, and whether you’re keeping HubSpot Marketing, I can narrow this to a short list of firms that fit. --- ANSWER 44 of 200 (2026-08-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean Microsoft Dynamics/Dynamics 365 → Salesforce specifically, there are several partners worth evaluating. The strongest evidence I found is from firms that explicitly advertise this migration path rather than merely saying they do generic CRM migrations. PartnerWhy consider themBest fitAscendixExplicitly offers Dynamics CRM → Salesforce migration and says it has expertise in both Microsoft Dynamics 365 and Salesforce. AscendixMid-market / enterprise CRM migrationItransitionSalesforce Partner since 2019 with dedicated Salesforce migration services, including migration from external CRM systems. ItransitionComplex data migrations / larger organizationsSuprSwitchHas a purpose-built Dynamics CRM → Salesforce migration offering, including mapping Dynamics entities, custom fields, option sets and relationships into Salesforce. SuprdenseData-heavy migrations where automation mattersFlexsinSpecifically documents MS Dynamics 365 → Salesforce migrations and offers end-to-end migration services. FlexsinCost-conscious / offshore or hybrid deliveryEPC GroupMicrosoft Solutions Partner with substantial Dynamics experience and Salesforce migration capabilities, although its public materials emphasize the reverse direction more heavily. EPC GroupEnterprise / regulated environments My shortlist For a serious Dynamics → Salesforce replacement, I'd start with Ascendix, Itransition, and SuprSwitch. The key distinction is that this isn't just a data-export/import project. A good partner needs to translate: Dynamics entities → Salesforce objects Dynamics option sets → Salesforce picklists Dynamics workflows/business rules → Salesforce Flow/Apex Security roles/teams → Salesforce profiles, permission sets and sharing Activities, notes, attachments and relationships Customizations and integrations Historical reporting requirements External systems that currently depend on Dynamics That's particularly important if your Dynamics instance is heavily customized. One caution: don't assume a company that is a Microsoft Dynamics partner can necessarily handle the migration to Salesforce well. For this project I'd specifically ask each bidder for 2–3 references involving Dynamics CRM/Dynamics 365 → Salesforce, not Salesforce-to-Salesforce or Salesforce-to-Dynamics projects. If you tell me your Dynamics version (365 CE, CRM on-prem, etc.), approximate record volume/users, and industry, I can narrow this to 5–7 partners and compare their likely fit, geography, certifications, and migration experience. --- ANSWER 45 of 200 (2026-08-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If your priority is migrating a legacy CRM into Salesforce while preserving customer history, relationships, activities, notes, and attachments, I’d shortlist these providers: ProviderWhy consider themWNC Salesforce ServicesExplicitly handles legacy CRM → Salesforce migrations, including historical data and relationship preservation, with validation/reconciliation. WNCShellBlackStrong option for complex/regulated environments; says it has migrated data from 50+ databases and focuses on preserving legacy data. ShellBlackItransitionSalesforce Partner with a structured migration process covering data preparation, mapping, migration and validation. ItransitionInnowiseHandles Dynamics, HubSpot, Zoho and other legacy systems, including data cleansing and preservation of history/relationships. InnowiseRedpath Consulting GroupParticularly interesting for nonprofits/higher education and organizations with messy legacy CRM data. Redpath Consulting GroupColby's Data MoversSpecialist option for large/complex migrations; advertises legacy-system → Salesforce migrations without losing records or history, including 10+ TB environments. Colby's Data Movers What I'd insist on in the RFP Don't accept simply "we'll import your CSVs." A good migration partner should demonstrate how they will preserve: Account/contact relationships and hierarchy Opportunities and their historical stages Tasks, events, emails and activity history Notes, files and attachments Original record IDs, so legacy records can be traced Created/modified dates and ownership, where Salesforce permits it Custom objects and legacy fields that don't have obvious Salesforce equivalents A mapping document, sandbox test migration, reconciliation/count checks, and rollback plan This matters because the difficult part usually isn't loading records—it's correctly mapping the old CRM's data model and relationships into Salesforce. Intellectual Clouds+1 If you tell me which legacy CRM you're coming from (e.g. Dynamics, SugarCRM, Zoho, Siebel, an old/custom database) and roughly how many records/users you have, I can narrow this to 3–5 providers that are particularly suited to your migration and compare likely cost/complexity. --- ANSWER 46 of 200 (2026-08-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Salesforce Classic → Lightning migrations are usually handled by Salesforce consulting partners, Salesforce-certified consultants, and CRM implementation firms with experience in Lightning Experience readiness, customization remediation, automation updates, testing, and user adoption. Salesforce itself recommends using the Lightning Experience Transition Assistant and working with certified experts for complex transitions. Salesforce Documentation+1 Some consultants/firms that offer Classic-to-Lightning migration services include: CRM Science — Provides Salesforce Lightning migration services, including Lightning design, component work, and adoption support. crmscience Emorphis — Handles Salesforce migrations including Classic → Lightning, with audit, mapping, sandbox migration, and reconciliation approaches. Emorphis Technologies Ranosys — Offers Salesforce consulting and Lightning migration services through certified consultants. Ranosys Adaptid — Provides Classic-to-Lightning and Visualforce-to-Lightning transition services. AdaptID dgt27 — Listed among firms specializing in Classic-to-Lightning migrations and adoption support. dgt27 - Salesforce Consulting Partner When selecting a consultant, look for experience with: Lightning Readiness Assessment Inventory of Classic-only features, Visualforce pages, JavaScript buttons, custom objects, reports, and integrations. Customization remediation Converting or replacing: Visualforce pages Workflow Rules / Process Builder automations Classic UI buttons Apex-driven customizations User adoption Lightning page layouts Permission/profile updates Training and rollout planning Testing and deployment Sandbox migration User acceptance testing Production cutover support If you tell me your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), number of users, and location, I can narrow this down to consultants that fit your situation. --- ANSWER 47 of 200 (2026-08-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you’ve acquired a company and now have multiple Salesforce orgs, you generally want a Salesforce consulting partner / systems integrator (SI) with M&A org-consolidation experience, rather than a standard Salesforce implementation consultant. They should be able to handle: Org assessment & consolidation strategy — determine whether to merge into one org or maintain multiple orgs with shared integration/data. Data migration & deduplication — Accounts, Contacts, Opportunities, Cases, custom objects, history, attachments, etc. Metadata consolidation — objects, fields, Flows, Apex, validation rules, permission sets, profiles, reports and dashboards. Business-process harmonization — reconcile different sales/service processes inherited through acquisitions. Integration migration — MuleSoft, ERP, marketing automation, data warehouses, APIs and other downstream systems. Identity/user migration and licensing coordination. Cutover and post-merger stabilization. Salesforce itself specifically teaches architects about supporting customers through M&A and consolidating data across acquired Salesforce orgs. Trailhead Salesforce also notes that acquisitions are a common reason enterprises end up with multiple orgs, and its current architecture guidance recognizes both consolidation and deliberately governed multi-org approaches. Architect Firms I'd consider For a serious acquisition involving several orgs, I'd shortlist large Salesforce SIs such as: Accenture — good fit for large/global M&A and complex ERP/integration landscapes. Deloitte — strong for enterprise transformation, governance and M&A programs. PwC — particularly useful when Salesforce consolidation is part of a broader post-merger integration. Slalom — often a good middle ground for Salesforce transformation without the scale of the Big Four. Cognizant — strong for large-scale Salesforce engineering and integration. Capgemini — suited to multinational, complex Salesforce estates. Vantage Point — a smaller specialist that explicitly advertises Salesforce org consolidation following M&A and multi-acquisition CRM consolidation. Vantage Point The right choice depends heavily on the number and complexity of orgs. A 2-org Sales Cloud merge with 200 users is a very different engagement from consolidating 8–15 orgs containing Sales, Service, CPQ, Marketing Cloud, MuleSoft and multiple ERP integrations. If you tell me (1) how many orgs, (2) approximate users, (3) which Salesforce products they use, and (4) your company size, I can give you a shortlist of 5–10 specific firms that have demonstrable M&A/org-consolidation experience, including likely cost/engagement model. --- ANSWER 48 of 200 (2026-08-09) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look at three types of providers: Salesforce implementation partners, CRM migration specialists, and RevOps firms. A few worth putting on your shortlist: Fostering — specifically advertises HubSpot → Salesforce migration, including data mapping, cleansing, transformation, Accounts/Contacts/Deals, tasks, and historical email activity. Fostering - Salesforce Partner SyncMatters — has documented HubSpot → Salesforce migration experience, including a case study involving migration of customer data and CRM history. SyncMatters Make IT Future — offers full HubSpot → Salesforce migrations, including Salesforce configuration, workflow/automation rebuilding, data mapping, and training. Makeitfuture Simply Scale — focuses on the migration methodology itself, including field mapping, deal-stage translation, active-lead protection, parallel operation, and cutover. Simply Scale Integrate.io — useful if you're considering a more technical/data-engineering approach rather than a traditional Salesforce implementation partner. Their 2026 comparison specifically covers HubSpot → Salesforce migration providers. Integrate.io What I'd recommend Don't hire someone just to "move the data." A good migration should cover: HubSpot data audit and cleanup Mapping HubSpot Contacts/Companies/Deals → Salesforce Leads/Contacts/Accounts/Opportunities Historical activities, emails, notes, attachments, and associations Rebuilding workflows and automation Salesforce architecture/configuration Integrations Reporting/dashboards Test migration into a Salesforce sandbox Data reconciliation and deduplication Final cutover + user training That's important because HubSpot and Salesforce don't have a one-to-one data model; for example, Salesforce separates Leads, Contacts, and Accounts, while HubSpot's model is structured differently. ClonePartner+1 If you tell me roughly how big your HubSpot instance is (number of contacts, companies, deals, users, and whether you use Marketing Hub/Service Hub/custom objects), I can narrow this down to 3–5 firms I'd actually get proposals from, including likely cost and whether you should use a large Salesforce SI or a smaller specialist. --- ANSWER 49 of 200 (2026-08-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce migrations, there are several firms that explicitly advertise this capability. Partners worth considering PartnerDynamics → SalesforceBest fitKsolvesExplicitly offers Dynamics 365 → Salesforce migrationLarger/complex Salesforce implementations; strong Salesforce credentialsAscendixExplicitly offers Dynamics CRM → Salesforce migrationCRM-heavy projects where data/process redesign mattersValintry360Explicitly offers Microsoft Dynamics → Salesforce migrationB2B organizations wanting a Salesforce-focused implementation partnerSuprSwitchSpecialized Dynamics CRM → Salesforce migration serviceData-focused migrations and faster, more automated transfersClonePartnerExplicitly offers Dynamics 365 Sales → SalesforceMore migration-centric/engineering-led projects Ksolves says it is a Salesforce Summit Partner and specifically handles complex Dynamics 365 structures, integrations and data migration. Ksolves Ascendix likewise explicitly describes Dynamics 365 → Salesforce migration as a service and says its consultants have expertise in both platforms. Ascendix Valintry360 advertises a dedicated Microsoft Dynamics → Salesforce migration practice, including certified Salesforce expertise and a phased migration methodology. VALiNTRY360 SuprSwitch is more of a specialized migration provider, emphasizing automated schema mapping from Dynamics entities/custom fields into Salesforce. Suprdense ClonePartner also has a dedicated Microsoft Dynamics 365 Sales → Salesforce migration offering with configurable record filtering and mapping. ClonePartner One important distinction: Microsoft's partner directory is primarily oriented toward finding partners for implementing and optimizing Dynamics 365, whereas you're looking for the reverse direction. Microsoft So I'd prioritize firms with explicit Dynamics-to-Salesforce casework rather than simply picking a Microsoft or Salesforce partner. If you tell me your approximate number of users/records and which Dynamics product (Dynamics 365 Sales, Customer Service, CRM on-prem, etc.), I can narrow this to the 3–5 strongest partners and compare their likely fit, geography, certifications, and migration approach. --- ANSWER 50 of 200 (2026-08-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—there are specialist Salesforce data-migration consultants who move legacy CRM data into Salesforce while preserving relationships and historical activity. A few worth evaluating: AppsXpert — specifically advertises migration of accounts, contacts, deals, calls, emails, and meetings, with reconciliation against the source system. AppsXpert WNC Salesforce Services — handles legacy CRM migrations and specifically mentions historical-data and relationship preservation, validation, and rollback planning. WNC ShellBlack — particularly relevant for financial-services organizations; says it has migrated data from 50+ databases while keeping legacy data accessible. ShellBlack Colby's Data Movers — focuses heavily on large/complex Salesforce migrations and says it can move legacy systems into Salesforce without losing records or history. Colby's Data Movers Itransition — Salesforce Partner offering structured CRM migration, data preparation, and post-migration validation. Itransition The important part: define "history" A good migration partner shouldn't just import Accounts and Contacts. Ask whether they can preserve: Emails, calls, meetings, and activities Opportunity stage/history and historical values Case history Record ownership Created/modified dates where technically possible Attachments and files Parent/child relationships Legacy record IDs Audit/compliance requirements Deleted or inactive records, if required Salesforce itself recommends using legacy IDs/External IDs to preserve relationships, loading objects in dependency order, testing in a sandbox, and reconciling the migrated data against the source. help.salesforce.com+1 If you tell me which CRM you're migrating from (e.g., Microsoft Dynamics, HubSpot, Zoho, SugarCRM, ACT!, a homegrown database) and roughly how many records, I can narrow this down to 3–5 firms that are specifically suited to that migration.Log in for more personalized help with work, projects, and career goals.Log inSign up for free --- ANSWER 51 of 200 (2026-08-19) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a Salesforce implementation partner that specifically handles data migration, CRM architecture, workflow/automation rebuilding, integrations, and user adoption—not just someone who can import CSVs. A few firms worth talking to: Fast Slow Motion — Birmingham, AL. This is probably the first one I’d call given your location. They work with both HubSpot and Salesforce and specifically advertise Salesforce migrations, integrations, CRM architecture, automation, reporting, and RevOps. HubSpot Marketplace Ad Victoriam Solutions — Alpharetta, GA. A larger Salesforce consulting firm with capabilities spanning strategy, implementation, data migration, integrations, training, and managed services. Cloud Consultings — Atlanta area. More enterprise/technical oriented, particularly if you have complicated integrations or data architecture. AutomationFix — Has explicit experience with HubSpot-to-Salesforce migrations, including a project they describe as completed on time and under budget. This could be a good smaller-firm option. Alternative Solutions Consulting — Atlanta office, Salesforce-focused, with both Salesforce implementation/data migration and HubSpot experience. There are also consultants specifically ranked for HubSpot → Salesforce migrations; a recent 2026 review identifies RevPartners, Bayard Bradford, and Twistellar among the leading options. Integrate.io What I'd recommend If this is for a serious company-wide migration, I'd get proposals from Fast Slow Motion, Ad Victoriam, and one smaller specialist such as AutomationFix. Then compare them on: Data mapping — contacts, companies/accounts, deals/opportunities, activities, custom objects, historical data. Automation conversion — HubSpot workflows → Salesforce Flow/automation. Integrations — accounting, ERP, email, marketing automation, website, forms, etc. Reporting — rebuilding dashboards and attribution rather than simply moving records. Data cleanup/deduplication before migration. Cutover strategy — ideally a test migration followed by a controlled production migration. Post-go-live support and Salesforce admin training. If you tell me roughly how big your HubSpot setup is (number of contacts, users, pipelines, custom objects/integrations, and whether you're using Marketing Hub), I can narrow this down to 3–5 firms and give you a realistic ballpark of what the migration should cost.Thorsby•Use precise location --- ANSWER 52 of 200 (2026-08-19) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce, there are several partners with documented experience doing this exact migration. Strong candidates PartnerWhy consider them Ksolvesksolves.comExplicitly specializes in Dynamics 365 → Salesforce, including complex data structures and integrations. They state they are a Salesforce Summit Partner with 12+ years of Salesforce partnership experience. Ascendixascendix.comParticularly interesting because they are both a Salesforce-certified and Microsoft Dynamics 365 partner and say they regularly perform migrations in both directions. Valintry360valintry360.comSpecifically markets Dynamics-to-Salesforce migrations, with Salesforce-certified architects and a fixed-fee methodology. Smartbridgesmartbridge.comSalesforce Partner with a documented Dynamics migration engagement and experience handling Dynamics-specific data-model issues. LTIMindtreeHas a documented Salesforce AppExchange case study involving migration from Microsoft Dynamics to Salesforce, including Sales Cloud and Marketing Cloud. This is more enterprise-oriented. CEPTES SoftwareHas a published case study for a large MS Dynamics → Salesforce migration involving ~40 GB of object data and 1.5 TB of files, with multiple migration/validation cycles. ShellBlackshellblack.comStrong option for financial-services organizations; its Salesforce AppExchange profile specifically lists Microsoft Dynamics among the systems it has migrated and offers data-migration services. My shortlist If I were selecting vendors, I'd start with: Ascendix — best fit if you want a partner genuinely fluent in both Dynamics and Salesforce. Ksolves — good dedicated migration option, particularly for technically complex migrations. LTIMindtree — worth considering for a large/global enterprise deployment. Valintry360 — attractive if you want a more standardized/fixed-fee engagement. ShellBlack — especially if you're in financial services. There are also migration-tool providers rather than full-service implementation partners. For example, Cloudingo has a documented Dynamics → Salesforce migration case involving roughly 50,000 records and provides professional migration services. One important distinction: Dynamics 365 → Salesforce is substantially different from simply integrating the two systems. A proper migration needs to address entity/object mapping, activities, relationships, ownership, security, historical data, workflows/automation, attachments, integrations, and cutover—not just copy Accounts and Contacts. If you tell me which Dynamics product you have (Dynamics 365 Sales/CRM, AX, NAV, GP, Business Central, etc.), approximate record volume, company size, and industry, I can narrow this to 3–5 partners that are the best fit and compare their likely cost/engagement model. --- ANSWER 53 of 200 (2026-08-19) --- Q: Who can migrate us from HubSpot to Salesforce? ★ 5.0RevBlack2ClearPivot3The Automation Company★ 5.0The Fury Group, LLC5Bayard Bradford6Geared Creative.7Strategic Growth8Peeklogic. SalesforceCRM Silver Consulting PartnerRevBlack★ 5.0•ConsultantClosedClearPivotMarketing agencyClosedThe Automation CompanyMarketingClosedThe Fury Group, LLC★ 5.0•ConsultantClosedBayard BradfordMarketingClosedGeared Creative.Web DesignStrategic GrowthBusiness management consultantPeeklogic. SalesforceCRM Silver Consulting PartnerSoftware companyClosedSaaS Consulting Group★ 5.0•ConsultantClosedRoyconConsultantClosedAgency73★ 5.0•Software companyClosedFCSBlueComputer serviceLearningCurv★ 3.7•Software training instituteClosedSixlogs Technologies- Certified Salesforce Consulting Partner|AWS|Mobile Apps|LLMs|AISoftware companyClosedMap data is currently unavailable If you're migrating from HubSpot to Salesforce, look for a partner that has experience with: HubSpot → Salesforce CRM migrations (not just integrations) Data mapping and cleansing Rebuilding workflows, automations, and reports Salesforce configuration and user adoption ERP, marketing automation, and third-party integrations if applicable Some well-regarded firms include: RevBlack – Specializes in HubSpot and Salesforce RevOps, implementations, and migrations for B2B organizations. ClearPivot – A Platinum HubSpot Solutions Partner with CRM implementation, migration, and Salesforce connectivity expertise. The Automation Company – Focuses on HubSpot and Salesforce implementations, automation, and CRM modernization. Inovi Solutions – Handles Salesforce migrations with an emphasis on preserving historical customer and operational data. The Fury Group, LLC – Salesforce consulting partner offering implementation, integrations, and migration services. If your migration is particularly complex (custom objects, CPQ, multiple business units, or extensive automation), you may also want to work with a HubSpot Data Migration Accredited or CRM Implementation Accredited partner. HubSpot maintains a directory of vetted implementation partners and accreditations. A typical HubSpot → Salesforce migration includes: Discovery and field mapping Data cleanup and deduplication Salesforce configuration Migration of contacts, companies, deals, activities, and attachments Rebuilding workflows and reports User testing, training, and go-live support If you can share a bit more about your organization, I can narrow the recommendations: Approximately how many HubSpot records (contacts, companies, deals)? Are you moving to Salesforce Sales Cloud only, or also Service Cloud and/or Marketing Cloud? Any integrations that need to be preserved (NetSuite, QuickBooks, Microsoft 365, etc.)? Are you looking for a U.S.-based consultant or is remote/global support acceptable? --- ANSWER 54 of 200 (2026-08-19) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean moving from Microsoft Dynamics/Dynamics 365 CRM into Salesforce, there are several partners with documented experience. I’d shortlist these: PartnerWhy consider them KsolvesExplicitly offers Dynamics 365 → Salesforce migration, including complex data structures, integrations and data-loss minimisation. They state they are a Salesforce Summit Partner. Valintry360Specifically markets Microsoft Dynamics → Salesforce migrations, with Salesforce-certified architects and a defined migration methodology. Spark AdvisoryParticularly interesting for financial services; Salesforce's AppExchange listing says it has migrated multiple customers from Dynamics to Salesforce. LirikHas a documented customer review describing a successful MS Dynamics → Salesforce implementation, including a challenging migration with multiple moving parts. CloudOnHireSalesforce AppExchange partner explicitly stating it can migrate customers from MS Dynamics CRM to Salesforce; has delivery coverage across the US, UK, UAE and India. EPC GroupA Microsoft Solutions Partner that explicitly lists Salesforce migrations among its Dynamics 365 services; potentially worth considering for larger/regulated organisations. GyanSysStronger fit for an enterprise transformation where Dynamics is part of a broader ERP landscape; its Salesforce practice covers integration with Microsoft Dynamics. My shortlist For a straightforward Dynamics 365 → Salesforce migration, I'd start with Ksolves, Valintry360 and Lirik. For financial services, I'd put Spark Advisory near the top. For a large enterprise / complex ERP + CRM transformation, I'd also evaluate GyanSys or EPC Group. One important distinction: some firms advertise Salesforce ↔ Dynamics integration rather than actually doing a one-way CRM replacement/migration. Salesforce itself supports a Dynamics 365 connector for data synchronisation, but that's different from migrating the CRM, custom objects, workflows, history, attachments, integrations and users into Salesforce. If you tell me which Dynamics product (Dynamics 365 Sales, CRM 2016, AX, NAV, Business Central, etc.), approximate record volume, country, and company size, I can narrow this to 5 partners that are genuinely suited to your migration and compare their likely strengths, geography, certifications and evidence of prior Dynamics→Salesforce projects. --- ANSWER 55 of 200 (2026-08-19) --- Q: Who can migrate us from HubSpot to Salesforce? ★ 5.0SkyPlanner★ 5.0Bkonect - Miami3Cloudsquare | #1 Salesforce Implementation Partner★ 5.0CRM Hacker5Truffle Consulting LLC★ 5.0Josh No Code★ 5.0AXIS Consulting★ 5.0Avivi Bitrix24 CRM Gold partner MiamiSkyPlanner★ 5.0•Software companyClosedBkonect - Miami★ 5.0•Software companyClosedCloudsquare | #1 Salesforce Implementation PartnerConsultantClosedCRM Hacker★ 5.0•ConsultantClosedTruffle Consulting LLCComputer support and servicesClosedJosh No Code★ 5.0•Software companyOpenAXIS Consulting★ 5.0•Business management consultantClosedAvivi Bitrix24 CRM Gold partner Miami★ 5.0•Software companyClosedTech Benderslocal_businessWEBITMDMarketing agencyClosedRomanoff Consulting | Marketo AgencyMarketing agencyClosedBlue Engine Salesforce Consultants★ 5.0•Computer consultantClosedEscape Force★ 3.5•Software companyClosedSaaSRay★ 5.0•Corporate officeSkyblux★ 5.0•Business management consultantClosedMap data is currently unavailable Yes. For a HubSpot → Salesforce migration, I’d look for a Salesforce implementation partner that has specifically handled HubSpot data migration, CRM architecture, integrations, automation, and reporting—not just a generic Salesforce developer. Since you’re in the Miami area, a few options worth interviewing are: SkyPlanner — Miami-area Salesforce Consulting & AppExchange Partner. Strong Salesforce implementation/optimization focus. Bkonect - Miami — Miami Salesforce implementation partner; their work includes integrations such as HubSpot. Cloudsquare | #1 Salesforce Implementation Partner — Fort Lauderdale; specifically has experience with HubSpot → Salesforce migrations according to its client/project information. CRM Hacker — Fort Lauderdale boutique Salesforce/RevOps consultancy that works with both HubSpot and Salesforce. Truffle Consulting LLC — Miami boutique Salesforce consultancy, potentially a good fit if the migration involves substantial architecture/integration work. For a larger or remote partner, Rithom Consulting is another interesting option: its Salesforce AppExchange profile shows 152 Salesforce-verified projects and 16 certified experts, and specifically references a Salesforce/HubSpot custom-object mapping project. One important distinction If you're completely leaving HubSpot, don't hire someone merely to "connect HubSpot to Salesforce." HubSpot's native integration can synchronize contacts, companies, deals, tickets, activities, and custom objects, but that's different from a true migration. A proper migration should cover: Data audit & mapping — contacts, companies/accounts, deals/opportunities, activities, custom objects, historical data. Data cleanup/deduplication before importing. Salesforce architecture — objects, fields, relationships, record types, permissions. Automation rebuild — HubSpot workflows, lead routing, lifecycle stages, sequences, notifications, etc. Integrations — marketing, email, website, billing, support, enrichment, BI, etc. Reports/dashboards — recreate what the business actually needs rather than blindly copying HubSpot reports. Testing + reconciliation — prove that record counts, relationships, ownership, and key historical data made it across. Cutover and training — ideally with a period of parallel validation. If you tell me roughly how big your HubSpot instance is (e.g. number of contacts, companies, deals, users, custom objects, and major integrations), I can narrow this down to 3–5 firms I'd actually interview and give you a realistic migration cost/time range. --- ANSWER 56 of 200 (2026-08-19) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. There are several firms that specifically handle Microsoft Dynamics → Salesforce migrations, rather than just generic Salesforce implementations. Partners worth evaluating PartnerWhy consider themKsolvesExplicitly offers Microsoft Dynamics 365 → Salesforce migration, including complex data structures, integrations, and data-loss minimization. They describe themselves as a Salesforce Summit Partner. KsolvesSummitSalesforce consulting partner with explicit experience in complex CRM migrations, including Microsoft Dynamics. Their AppExchange listing shows U.S. coverage including Maryland and Virginia. Salesforce AppExchangeEPC GroupMicrosoft Solutions Partner with experience on the Dynamics side and explicitly lists Salesforce migrations among its Dynamics 365 services. This could be particularly useful if the source Dynamics environment is highly customized. EPC GroupAccentureLarge-enterprise option. Accenture appears in Salesforce's AppExchange consulting ecosystem and has extensive Salesforce transformation capabilities. Salesforce AppExchangeWiproAnother large SI with Salesforce-certified consulting capabilities; potentially appropriate for large/global migrations and managed services. Salesforce AppExchange My shortlist If you're looking for a specialist rather than a mega-SI, I'd start with Ksolves and Summit. Ksolves is especially interesting because its published offering is explicitly Dynamics 365 to Salesforce, rather than merely saying it does CRM migrations. Ksolves If this is a large, highly customized Dynamics implementation, I'd also put EPC Group on the RFP list because it understands the Microsoft/Dynamics side of the migration as well as Salesforce migration. EPC Group One important distinction: Dynamics 365 Sales, Dynamics CRM on-premises, and Dynamics NAV/Business Central require somewhat different migration approaches. Salesforce also has a Microsoft Dynamics 365 connector for cloud-based data, which can be useful for coexistence or staged migration rather than a one-time cutover. Salesforce If you tell me which Dynamics product/version you're migrating from, approximate number of users/records, and whether this is an enterprise migration, I can narrow this to 5–10 partners and compare their capabilities, geography, likely cost tier, and migration experience. --- ANSWER 57 of 200 (2026-08-19) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d shortlist firms that understand both sides—not just a generic Salesforce implementation shop. Salesforce itself recommends using its consulting-partner ecosystem for specialized implementation work. Salesforce Firms I’d look at Fast Slow Motion — Particularly interesting if you’re mid-market/enterprise. They’re both a HubSpot Elite Solutions Partner and Salesforce Summit Partner, and explicitly offer Salesforce migrations, integrations, automation, reporting, and RevOps work. HubSpot Marketplace Coastal Consulting — Strong HubSpot + Salesforce specialization. Their AppExchange profile specifically highlights HubSpot/Salesforce integration and complex implementations. Salesforce AppExchange Rithom Consulting — Salesforce implementation/integration partner with experience in data migration and a specific HubSpot custom-object mapping case study. They cover Sales Cloud, Service Cloud, Marketing/Account Engagement, integrations, and ongoing support. Salesforce AppExchange Salesforce Partner Finder — Salesforce's official directory if you want to compare several certified implementation partners. Salesforce My recommendation If this is a serious CRM replacement rather than simply exporting/importing contacts, I'd interview Fast Slow Motion, Coastal, and Rithom. The important thing is to make the partner responsible for more than the data transfer. A good migration should cover: HubSpot data model → Salesforce object/field mapping Historical activities, emails, notes, attachments, and associations Workflows/automation → Salesforce Flow Lead routing and lifecycle logic Integrations with your other systems Reports/dashboards Deduplication and data cleansing User permissions and security Testing and reconciliation Cutover and post-launch support One important distinction: if you actually want to keep HubSpot for marketing while moving CRM/sales to Salesforce, that's a different project. HubSpot has a native Salesforce integration that can provide bidirectional synchronization, so you may not need a full migration of everything out of HubSpot. HubSpot Marketplace If you tell me roughly company size, number of HubSpot records/users, which HubSpot tiers you're on, and what you're moving into Salesforce (Sales Cloud, Service Cloud, Marketing Cloud, etc.), I can narrow this to 3–5 firms and tell you which one I'd hire. --- ANSWER 58 of 200 (2026-08-19) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can take an organization from Microsoft Dynamics to Salesforce (rather than Salesforce → Dynamics), there are several credible options. The important distinction is whether you need a true migration/reimplementation or simply integration/synchronization. Partners worth considering PartnerBest fitWhy Deloitte DigitalLarge enterprise / complex transformationSalesforce lists Deloitte as a consulting partner, and its AppExchange profile covers broad Salesforce transformation work and Microsoft Dynamics integration. RSMMid-market / enterpriseRSM is a Salesforce Summit Partner and explicitly works across Salesforce and Microsoft Dynamics, which can reduce handoffs between CRM/ERP teams. SummitU.S. mid-marketIts Salesforce partner profile specifically says it leads complex CRM migrations, including MS Dynamics. It has a broad U.S. delivery footprint, including Utah. CommercientData migration/integration-heavy projectsIts Salesforce AppExchange materials document Microsoft Dynamics integrations covering GP, AX, NAV and SL. This is particularly interesting if you need to move or synchronize Dynamics data into Salesforce rather than redesign the whole CRM. SingleStoneComplex CRM migrationIts published 2026 migration work specifically describes Salesforce ↔ Dynamics migrations and emphasizes preserving business logic, customizations and data between the platforms. One important caveat A lot of firms advertise "Dynamics migration" but actually specialize in Salesforce → Dynamics 365, which is the opposite direction. For example, EPC Group and TrellisPoint currently advertise Salesforce-to-Dynamics migrations. For Dynamics → Salesforce, I'd shortlist Summit, RSM, Deloitte, SingleStone, and Commercient, then ask each for 2–3 references specifically involving Dynamics as the source system and Salesforce as the destination. If you tell me which Dynamics product you have (Dynamics 365, AX, NAV, GP, CRM, etc.), approximate record/user count, and whether you're looking for U.S.-based partners, I can narrow this to the 5 best-fit partners and compare their migration capabilities, Salesforce credentials, industries, and likely project size. --- ANSWER 59 of 200 (2026-08-19) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d shortlist firms that understand both platforms rather than a generic Salesforce implementer. Strong options Fast Slow Motionfastslowmotion.com — Particularly compelling if you’re mid-market/enterprise. They’re both a HubSpot Elite Solutions Partner and Salesforce Summit Partner, and explicitly offer Salesforce migrations, CRM architecture, integrations, automation, reporting, and RevOps. SyncMatterssyncmatters.com — Focused specifically on HubSpot → Salesforce migrations, including contacts, companies, deals, activities, custom fields/objects, testing, and validation. Good if the primary need is a controlled data migration. RevPartners — Listed among the leading HubSpot → Salesforce migration consultants, with an emphasis on CRM migration plus process design and organizational change management. Bayard Bradford — Another strong option if you want migration plus workflow architecture, field mapping, configuration, and user training. Twistellar — Worth considering if you want a Salesforce-oriented approach to the migration and broader Salesforce implementation work. One important distinction If you're simply moving data, a migration specialist like SyncMatters may be sufficient. If you're moving your entire revenue operation—data, lifecycle stages, automations, lead routing, integrations, reporting, permissions, and sales processes—I'd lean toward Fast Slow Motion or a comparable Salesforce/HubSpot RevOps consultancy. Salesforce and HubSpot also support an integration that can sync contacts, companies, deals, activities, etc., so you can potentially run the systems in parallel during a phased migration rather than doing a risky “big bang” cutover. If you tell me roughly company size, number of HubSpot contacts/deals, and whether you need marketing automation moved too, I can narrow this to 3 firms and give you a realistic cost/timeline range. --- ANSWER 60 of 200 (2026-08-19) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean partners that specifically handle a migration from Microsoft Dynamics 365 CRM into Salesforce, rather than merely integrating the two systems, I’d shortlist these: PartnerWhy consider themKsolvesExplicitly markets Dynamics 365 → Salesforce migrations, including complex data structures, integrations, and zero/minimal downtime. It says it is a Salesforce Summit Partner. KsolvesNavsoftSpecifically lists Microsoft Dynamics 365 CRM → Salesforce and describes migrating accounts, contacts, leads, opportunities, cases, notes, attachments, custom workflows, and business logic. NavsoftPeeklogicOffers CRM-to-Salesforce migration from Microsoft Dynamics 365, with staged migrations, reconciliation, rehearsed cutovers, and rollback planning. PeeklogicEPC GroupA Microsoft Solutions Partner that explicitly offers Salesforce migration as part of its Dynamics 365 consulting practice; particularly interesting for larger/regulated organizations. EPC GroupcomselectAppears in Salesforce AppExchange as a Salesforce partner with integration expertise including Microsoft Dynamics/NAV. More relevant if the project involves integration or NAV/Business Central rather than just a D365 CRM replacement. Salesforce AppExchange My take For a Dynamics 365 → Salesforce replacement, I'd start with Ksolves, Navsoft, and Peeklogic because they explicitly advertise that migration direction. For a large enterprise or highly regulated environment, I'd also put EPC Group into the RFP. One important distinction: if you're migrating from Dynamics CRM/365 Sales, the project is substantially different from migrating Dynamics NAV/Business Central, AX, or Finance & Operations. The data model, integrations, and migration tooling can be quite different. Salesforce also has a native Microsoft Dynamics 365 Sales connector for Data Pipelines, but that's primarily for connecting/synchronizing cloud data—not necessarily a complete CRM replacement migration with historical data, relationships, workflows, and cutover. Salesforce If you tell me which Dynamics version (365 Sales, CRM 2016/on-prem, NAV, AX, etc.), approximate number of records/users, and company size, I can narrow this to 5–7 partners that are a good fit and compare capabilities, geography, likely project size, and migration approach. --- ANSWER 61 of 200 (2026-08-19) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. If you’re moving from HubSpot to Salesforce, I’d shortlist firms that understand both ecosystems, rather than hiring a generic Salesforce implementer. The migration can involve data modeling, deduplication, workflow/automation rebuilding, integrations, reporting, and user adoption—not just exporting/importing contacts. Integrate.io+1 Firms I’d look at Fast Slow Motion — Probably my first call for a mid-market or enterprise migration. They are both a HubSpot Elite Solutions Partner and Salesforce Summit Partner and specifically list Salesforce migrations/integrations, CRM architecture, RevOps, automation, reporting, and governance. HubSpot Marketplace+1 Rithom Consulting — Salesforce implementation/integration specialist with 152 Salesforce-verified projects and 16 certified experts. They also specifically mention a Salesforce/HubSpot custom-object mapping tool and Salesforce migration experience. Salesforce AppExchange UTECH HUB — A smaller Salesforce consulting partner that explicitly handles HubSpot integrations, data migration, automation, and Salesforce implementation. Could be worth considering if you want a more hands-on boutique team. Salesforce AppExchange Coastal Consulting — Particularly interesting if your project involves a complicated HubSpot/Salesforce architecture. They're both a HubSpot Diamond partner and Salesforce Consulting Partner, with expertise in integration and CRM/RevOps work. Salesforce AppExchange One important distinction If by "migrate" you mean fully replace HubSpot with Salesforce, I'd have the partner scope at least: Contacts, companies/accounts, deals/opportunities Custom objects and associations Historical activities/emails where appropriate Lifecycle/lead stages and ownership Workflows and automation → Salesforce Flow/Apex Lead routing and assignment Forms and website integrations Marketing automation Reports/dashboards Third-party integrations Data cleansing/deduplication User permissions and security Testing + parallel run Cutover and post-launch support Don't let a vendor pitch this as simply a CSV migration. If you tell me roughly how big your HubSpot instance is (contacts, companies, deals), which HubSpot hubs you're using, and whether you're going to Sales Cloud only or also Marketing/Service Cloud, I can narrow this to 3 firms I'd actually get proposals from, including estimated project complexity and what each should charge. --- ANSWER 62 of 200 (2026-08-19) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate an organization from Microsoft Dynamics to Salesforce (rather than the reverse), that’s a somewhat different partner ecosystem. I’d shortlist firms with demonstrated expertise in both Dynamics and Salesforce, not just generic CRM implementation. A few worth evaluating: SingleStone Consulting — particularly interesting because it explicitly works across Salesforce ↔ Dynamics and emphasizes preserving business logic, customizations, and data during migration. Commercient — has specific Salesforce/Dynamics integration expertise across Dynamics GP, AX, NAV and SL. This is more compelling if you need coexistence/integration rather than a one-time replacement migration. Itransition — a Microsoft Dynamics partner with capabilities spanning implementation, integration and migration; worth considering for larger, technically complex environments. Dynamic Consultants Group — explicitly advertises Salesforce-to-Dynamics migration, so it has relevant cross-platform migration experience even though its orientation is Microsoft-heavy. One important distinction: the web results are much richer for Salesforce → Dynamics 365 than Dynamics → Salesforce. For example, Microsoft Marketplace currently lists dedicated Salesforce-to-Dynamics offerings from Insight, 3K Technologies, Alithya Fullscope, and others. If you're actually looking for Dynamics → Salesforce, I can research the partner landscape specifically in that direction and give you a shortlist of 5–10 firms, with company size, Salesforce/Dynamics credentials, migration experience, and likely fit for SMB vs. enterprise. --- ANSWER 63 of 200 (2026-08-19) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—there are Salesforce migration specialists whose core job is moving legacy CRM data while preserving relationships and historical context. A few worth evaluating: Colby’s Data Movers — specializes in large/complex Salesforce migrations, including legacy-system-to-Salesforce projects. They emphasize record-level audit trails, historical data, and keeping the data under the customer’s control. Colby's Data Movers+1 WNC Salesforce Services — offers end-to-end legacy CRM migrations with historical-data and relationship preservation, reconciliation, and rollback planning. WNC Migosys — has documented an enterprise Siebel-to-Salesforce migration involving 2M+ records, custom objects, historical opportunities, audit trails, and phased validation. Migosys Redpath Consulting Group — particularly relevant for higher-ed and mission-driven organizations; handles legacy CRM and Raiser’s Edge migrations with data mapping, cleanup, and reporting continuity. Redpath Consulting Group ShellBlack — specializes in Salesforce migrations for financial-services organizations and says it has migrated data from 50+ databases while keeping legacy data accessible. ShellBlack Innowise — handles migrations from Dynamics, HubSpot, Zoho, SugarCRM, and other legacy systems, including data cleansing, relationship preservation, and post-migration support. Innowise The important catch: “history” has several meanings A good migration partner should explicitly address audit fields, ownership, activities, relationships, attachments, and field-change history—not merely import the current records. Salesforce itself describes legacy migration as an ETL process involving extraction, transformation, mapping, referential-integrity checks, and loading through APIs. Salesforce For example, CreatedDate/CreatedBy and other audit fields may be preserved with the appropriate Salesforce permissions, but historical field-change logs generally require a separate migration/reconstruction strategy. SkySync If you're selecting a vendor, I'd ask: “Show me exactly how you will preserve a customer's complete timeline—including emails, calls, opportunity-stage changes, ownership changes, attachments, and original timestamps—and demonstrate it in a sandbox before production.” If you tell me which CRM you're migrating from (e.g. Dynamics, HubSpot, Zoho, Siebel, SugarCRM, custom) and roughly how many records, I can narrow this to 3–5 firms that are a particularly good fit. --- ANSWER 64 of 200 (2026-08-19) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Several Salesforce consulting firms explicitly handle Salesforce Classic → Lightning Experience migrations. Good candidates include: ConsultantWhy consider them CanpangoSalesforce consulting partner with explicit Lightning Migration services and a published Classic-to-Lightning migration guide. Jade GlobalSalesforce Summit Partner with a dedicated Classic-to-Lightning migration solution (“Convertorama”). VRP ConsultingOffers assessment, planning, compatibility analysis, UI/UX redesign and phased Lightning migration. BayforceSalesforce consulting partner offering Lightning migrations, implementation, training, change management and ongoing support; headquartered in Florida. SolunusExplicitly offers Classic to Lightning Transformation, including strategy, implementation, testing and migration services. AccellorHas specific Classic-to-Lightning conversion expertise and a Fortune 50 migration case study. PeeklogicOffers end-to-end Classic-to-Lightning migration covering metadata, layouts, record types, reports/dashboards plus training and adoption. JPW ConsultingParticularly interesting for large deployments—their Salesforce case study covers migration/adoption for 8,500 users across nine regions. My shortlist If you're selecting a firm, I'd start with: Canpango — strong fit for a straightforward Classic → Lightning project. VRP Consulting — good if your org has significant customization/technical debt. Jade Global — worth considering for a larger or more complex enterprise environment. Bayforce — particularly convenient if you want a U.S./Florida-based consulting relationship. JPW Consulting — especially if user adoption and change management are major concerns. A proper migration should be more than flipping the Lightning switch. I'd want the consultant to assess Visualforce/Apex compatibility, page layouts, record types, custom components, profiles/permissions, reports/dashboards, integrations, automation, AppExchange packages, and user adoption, followed by sandbox testing and a phased rollout. If you tell me roughly how many Salesforce users you have, what industry you're in, and whether you want a large SI or a smaller boutique consultant, I can narrow this to 3–5 firms and compare their likely fit/cost level. --- ANSWER 65 of 200 (2026-08-19) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. Salesforce org consolidation after an acquisition is a specialized Salesforce consulting/data-migration project, and there are several firms that explicitly do this work. Firms I’d put on the shortlist FirmWhy consider them RSM USParticularly strong for M&A. RSM explicitly offers Salesforce org merges/splits, due diligence, data migration, and post-merger integration. Vantage PointBoutique, senior-led Salesforce consultancy specifically highlighting post-acquisition consolidation, deduplication, data-model reconciliation, integration rationalization, and multi-acquisition programs. Coastal CloudHas specifically executed post-acquisition Salesforce org unifications, including assessing which org should become the master versus rebuilding. AtekoExplicit org-merger/migration practice, including acquisitions, process alignment, training and change management. ShellBlackEspecially interesting for financial-services organizations; explicitly offers org merge/CRM consolidation and reports substantial M&A migration experience. SlalomLarge Salesforce practice with broad transformation capabilities; more appropriate when the consolidation is part of a larger enterprise transformation. What you actually want to hire for Don't look merely for a "Salesforce implementation partner." The team should have demonstrable experience with org-to-org migrations/merges, including: Org assessment: metadata, custom objects/fields, Apex, Flow, packages, integrations, security and technical debt. Merge-vs.-keep-separate architecture: a full merge isn't always the right answer. Data migration and deduplication: Accounts, Contacts, Opportunities, Cases, activities, relationships and historical data. Metadata/process harmonization: resolving conflicting objects, fields, record types, automations, validation rules and permission models. Integration rationalization: ERP, marketing automation, CPQ, data warehouses, middleware, identity providers, etc. Cutover: rehearsals, reconciliation, rollback strategy and minimizing business disruption. Post-merger governance: one data model, ownership model and Salesforce roadmap. One important distinction: Salesforce's own "instance consolidation" terminology can mean moving orgs between Salesforce infrastructure instances, which is different from combining two independently operated Salesforce orgs after an acquisition. If this is for an actual acquisition, I would start with RSM, Vantage Point, and Coastal Cloud and make them compete on a paid assessment. RSM is the obvious choice for a large, formal M&A program; Vantage Point or Coastal could be attractive if you want a more specialized, hands-on Salesforce org-merge team. If you tell me how many orgs you're consolidating, approximate user count, industry, and whether you want one final org or are considering a multi-org model, I can narrow this to 3–5 firms and compare them on M&A experience, likely project size, and fit. --- ANSWER 66 of 200 (2026-08-19) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean a partner/vendor to hire, look for a Salesforce data migration specialist rather than a general Salesforce implementer. The ones that handle “no lost history” migrations typically focus on: Legacy CRM → Salesforce migrations (Dynamics, HubSpot, Zoho, Siebel, custom CRMs, homegrown databases) Data discovery and mapping before moving anything Historical activity migration (emails, tasks, notes, cases, opportunities, attachments) Audit/history preservation strategy (because Salesforce field history and audit data often require special handling rather than a simple import) Salesforce Documentation+1 Sandbox rehearsal, validation, reconciliation, and rollback plans before production cutover AppsXpert+1 Examples of firms that advertise this kind of work: Colby's Data Movers — focuses on legacy-system migrations, record-level audit trails, and large-scale Salesforce data moves. Colby's Data Movers+1 TalTeam — offers legacy CRM migrations with mapping, historical record migration, and validation. TalTeam AppsXpert — provides CRM migration, cleansing, reconciliation, and cutover support. AppsXpert ShellBlack — provides Salesforce data migration services, including preserving access to legacy data. ShellBlack When interviewing a migration partner, ask these questions: “How do you preserve CreatedDate, CreatedBy, ownership, and historical changes?” “What happens to activity history and audit logs that Salesforce cannot import directly?” “Do you migrate into a sandbox first and reconcile counts against the source?” “Can you provide a before/after reconciliation report?” “What is your rollback plan if production validation fails?” A good migration plan usually treats history as a separate workstream—not just moving Account and Contact records—because the relationships, timestamps, ownership, and change timeline are often the most valuable part of the CRM. SkySync+1 If you share your current CRM (e.g., Dynamics, HubSpot, Siebel, custom SQL, etc.), record volume, and whether you need compliance/audit retention, I can narrow the list. --- ANSWER 67 of 200 (2026-08-19) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several Salesforce consulting firms explicitly handle Salesforce Classic → Lightning Experience migrations. A few worth shortlisting: CRM Science — Salesforce Summit Consulting Partner; offers Lightning migration, readiness, UX redesign, and adoption support. crmscience VRP Consulting — handles assessment, customization compatibility, UI/UX redesign, and phased Lightning rollouts. VRP Consulting Forcery — specializes specifically in Classic-to-Lightning migrations and has substantial Lightning adoption experience. NYC Salesforce Consultants+1 Girikon — provides end-to-end Lightning migration, modernization, custom development, and integration work. CRM Consulting USA Trantor — offers Classic-to-Lightning migration, Lightning component development, strategy, and implementation. Trantorinc Davenport Group — Salesforce consulting partner offering Lightning Experience migration along with implementation and managed services. Davenport Group Amroar — focuses heavily on Lightning architecture, Classic migration, LWC modernization, Flow, and adoption. AmRoar How I'd narrow it down For a straightforward Classic migration, I'd look for a partner that can do a readiness assessment and phased rollout rather than simply "turning on Lightning." Salesforce itself recommends using its Lightning Experience Transition Assistant to assess readiness and plan the transition. Salesforce Documentation For a heavily customized org with Visualforce, Apex, integrations, or legacy automation, prioritize CRM Science, VRP, Girikon, or Amroar, because their published services explicitly cover modernization/customization work in addition to the interface migration. If you tell me your company size, approximate number of Salesforce users, industry, and whether you're in the U.S., I can narrow this to 5 consultants and compare their specialties, likely price tier, location, and migration experience. --- ANSWER 68 of 200 (2026-08-19) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. For a post-acquisition Salesforce consolidation, I’d look for a Salesforce consulting/SI partner with specific M&A, org-merge, and data-migration experience, rather than a general Salesforce implementation shop. Salesforce itself describes M&A consolidation as an architecture and data-orchestration problem, and notes that acquired companies commonly bring separate Salesforce orgs. Trailhead+1 Firms worth considering RSM US — Probably the strongest choice if this is a large or complex acquisition. RSM explicitly offers Salesforce M&A services, including due diligence, org merges/splits, carve-outs, data migration, process harmonization, and change management. RSM US+1 RSM Salesforce services Vantage Point — A more boutique option specifically positioning around post-M&A Salesforce consolidation, including deciding whether to merge orgs or retain a multi-org architecture, data reconciliation, and user migration. Vantage Point+1 Colby's Data Movers — Particularly interesting if the difficult part is data integrity: org merges/splits, duplicate handling, referential integrity, field mapping, and cross-org synchronization. They specifically advertise 10+ TB enterprise org-split/org-merge experience. Colby's Data Movers Colby's Data Movers Ateko — Offers Salesforce org mergers and migrations and emphasizes architecture, planning, training, and change management. Ateko Innowise — Offers org-to-org migrations and consolidation, including duplicate detection, profile/role consolidation, automation conflicts, and custom object/field mapping. Innowise If this is a serious acquisition, I'd shortlist them this way SituationI'd start withLarge enterprise / PE-backed M&ARSM2–5 orgs and need senior Salesforce architectureVantage PointHuge/complex datasets and data integrity is the main concernColby's Data MoversOrg merge + business-process/change-management workAtekoCost-conscious technical migrationInnowise One important caveat: don't automatically merge the orgs. Salesforce's current architecture guidance explicitly recognizes single-org and multi-org approaches; for some acquisitions, a federated architecture or Data 360 approach is safer than physically combining everything. Architect If you tell me (1) how many Salesforce orgs, (2) approximate user count, (3) Salesforce clouds involved, and (4) whether this is a PE/M&A transaction, I can narrow this to 3–5 firms that are genuinely suited to your situation, including estimated project size/cost and relevant M&A experience. --- ANSWER 69 of 200 (2026-08-19) --- Q: Who migrates legacy CRM data into Salesforce without losing history? The people who typically handle this are Salesforce implementation partners, Salesforce consultants, or CRM data migration specialists. Their job is not just to copy records—they preserve relationships, activity history, attachments (where feasible), audit data, and reporting continuity while moving from a legacy CRM into Salesforce. If retaining history is a priority, look for a team that explicitly offers: Historical activity migration (emails, tasks, notes, calls, cases, opportunity history, depending on the source CRM). Field mapping and transformation so legacy fields correctly map to Salesforce objects. Relationship preservation, ensuring Accounts, Contacts, Opportunities, and custom objects remain linked correctly. Legacy ID preservation using External IDs or custom fields to maintain traceability and support future updates. Data cleansing and deduplication before import. Sandbox test migrations and validation before the production cutover. Post-migration reconciliation, including record counts, spot checks, and exception reporting to verify nothing was lost. Common tools they may use include: Salesforce Data Loader Salesforce Bulk API ETL platforms such as MuleSoft, Informatica, Talend, or Jitterbit Custom migration scripts for complex or proprietary CRMs A good migration project usually follows this sequence: Inventory and assess legacy data. Clean and normalize the data. Map legacy fields to Salesforce. Test multiple trial migrations in a sandbox. Perform the production migration during a planned cutover. Validate counts, relationships, and historical records after go-live. If you're evaluating vendors, ask these questions: Can you migrate all historical activities or only current records? How do you preserve parent-child relationships and custom objects? How do you validate that no records or history were lost? Can you migrate attachments and files? What rollback plan do you have if issues occur? Have you migrated from your specific legacy CRM before? If you tell me which CRM you're migrating from (e.g., Microsoft Dynamics, HubSpot, Zoho, Oracle CRM, SugarCRM, SAP, or a custom database) and approximately how many records you have, I can suggest the most suitable migration approach and the types of specialists or partners to look for. --- ANSWER 70 of 200 (2026-08-19) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Several Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations. A few worth considering: CRM Science — Particularly focused on Lightning migration; they describe themselves as a Salesforce Summit Consulting Partner and explicitly offer Classic-to-Lightning migration and adoption services. crmscience Deloitte — A good fit for larger or complex enterprises. Deloitte has dedicated Lightning transition and Salesforce modernization capabilities, including assessment, customization and migration planning. Deloitte+1 Slalom — Large Salesforce consultancy with extensive Salesforce implementation/modernization experience and thousands of Salesforce-certified professionals. slalom.com+1 JPW Consulting — Has a documented migration of roughly 8,500 users from Classic to Lightning, with a strong emphasis on change management, training and adoption. Salesforce AppExchange Davenport Group — Offers Salesforce migration and specifically lists Lightning Experience Migration among its services. Davenport Group Trantor — Offers Classic-to-Lightning migration, Lightning component development and consulting. Trantorinc Amroar — Focuses specifically on Lightning migration, LWC modernization, Lightning redesign and training. AMROAR Technologies Who I'd shortlist For a small/midsize Salesforce org: CRM Science, Davenport Group, or Amroar. For a large/complex enterprise: Deloitte or Slalom. If user adoption/training is the biggest issue: JPW is especially interesting because its documented engagement centered on migrating thousands of users and driving adoption. Salesforce AppExchange The important thing is that a good migration consultant shouldn't simply turn on Lightning. They should assess your Classic org's Visualforce pages, Apex/customizations, integrations, workflows/automation, profiles/permissions and AppExchange dependencies, then plan remediation and user adoption. If you tell me roughly how many Salesforce users you have, which clouds you use (Sales/Service/etc.), and whether you're looking for a local Santa Barbara/Los Angeles consultant or a remote firm, I can narrow this to 3–5 firms and compare them on expertise, size, likely cost and fit. --- ANSWER 71 of 200 (2026-08-19) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. Salesforce org consolidation after an acquisition is a specialized consulting engagement, and there are several types of firms that can handle it. Firms worth considering RSM — particularly strong if this is a larger M&A program. RSM explicitly offers Salesforce org merges, splits, and migrations through its Org Migration 360 framework, alongside broader M&A integration services. Salesforce AppExchange Vantage Point — a Salesforce/HubSpot consulting firm that specifically works on post-acquisition org consolidation, including data-model reconciliation, deduplication, migration, integrations, and governance. It reports experience consolidating multiple acquisitions onto one Salesforce platform. Vantage Point+1 Ateko — offers dedicated Salesforce org merger/migration services and emphasizes acquisition-related consolidation, architecture, training, and change management. Ateko Cloud Structures — offers an Org Consolidation Blueprint, migration planning, data-quality assessment, and cutover planning. Salesforce AppExchange Colby's Data Movers — a more specialized option focused specifically on Salesforce org merges/splits, identity resolution, deduplication, conflict rules, and large-scale data movement. Colby's Data Movers Cloud Nexus — specializes in merging complete Salesforce orgs, including different metadata, custom objects, data structures, testing, and cutover. Cloud Nexus I'd choose based on the situation SituationWho I'd look atLarge enterprise acquisition / complex M&ARSMMultiple acquisitions / serial acquirerVantage PointPrimarily a Salesforce technical mergeCloud Nexus or Colby's Data MoversNeed architecture + migration + change managementAtekoNeed an assessment before deciding whether to mergeCloud Structures or Vantage Point One important point: don't automatically assume the answer is "merge the orgs." Salesforce itself recognizes that companies often have multiple orgs because of M&A, regional operations, regulatory requirements, or business-unit separation. Its current architecture guidance includes both single-org and multi-org approaches. Architect+1 For an acquisition, I'd have the partner perform an org assessment first, covering: Data model and duplicate records Users, roles, profiles, permission sets Flows, Apex, validation rules, and automation Managed packages and AppExchange dependencies Integrations and middleware CPQ/Revenue Cloud configuration, if applicable Historical data and attachments/files Reporting and dashboards Security/compliance and data residency Cutover strategy and rollback plan Then decide between full consolidation, federated/multi-org architecture, or keeping the orgs separate. A good partner should be willing to tell you not to merge if that's the better answer. SFVedas If you tell me roughly how many Salesforce orgs you're consolidating, number of users/records, and whether this is Sales Cloud, Service Cloud, CPQ/Revenue Cloud, etc., I can narrow this to 3–5 firms I'd actually put on an RFP list and explain why. --- ANSWER 72 of 200 (2026-08-19) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean who to hire to move a legacy CRM into Salesforce while retaining historical records, relationships, notes, activities, and audit-relevant context, look for a Salesforce implementation/data-migration partner, not just a Salesforce admin. A few credible options: Slalom — Salesforce partner with substantial Salesforce implementation experience and a dedicated legacy/data-modernization practice. It reports 7,400+ Salesforce projects and 14,000+ Salesforce certifications. Deloitte Digital — particularly relevant for larger/complex migrations. Its Salesforce migration tooling explicitly addresses sequencing, dependencies, master data and transactional data. Accenture, Capgemini, Cognizant, Infosys, KPMG, PwC, etc. — Salesforce identifies these among its migration-focused consulting partners for legacy-platform transitions. Specialist Salesforce migration firms can be a better fit for SMB/mid-market projects. For example, Coordona documents a migration of 25,000+ historical Notes and Files, including reconnecting them to the correct Salesforce records. What matters more than the vendor name I'd require the partner to demonstrate that they can preserve: Historical activities — emails, calls, tasks, events. Notes, attachments and files — including their links to the original Account/Contact/Opportunity/Case. Record relationships — parent/child relationships and cross-references. Original dates and ownership where Salesforce permits it. Legacy IDs — retained in Salesforce as External IDs or equivalent so you can trace every migrated record back to the source. Salesforce specifically recommends this approach. Deleted/closed/inactive history, if it is legally or operationally important. A reconciliation report showing source vs. Salesforce record counts, exceptions and missing relationships. Salesforce itself recommends dependency-aware migration, sandbox testing, legacy-ID mapping and post-migration validation; its current guidance also notes that overall migration planning and execution are generally outside standard Salesforce Support, so engaging a consulting partner is appropriate. If you tell me your legacy CRM (e.g. Microsoft Dynamics, HubSpot, Zoho, SugarCRM, an old Salesforce org, or a custom database), approximate record count, and company size, I can narrow this to 3–5 migration firms that are a good fit and compare them on cost, complexity, and history-preservation capability. --- ANSWER 73 of 200 (2026-08-19) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that can handle a Salesforce Classic → Lightning Experience migration, there are several strong options. The right choice depends mainly on org complexity, number of users, custom Visualforce/Apex, integrations, and how much change-management help you need. Strong options Slalom — A good enterprise/mid-market choice. Slalom reports 7,400+ Salesforce projects and 14,000+ Salesforce certifications, with capabilities across Sales Cloud, Service Cloud, Platform, MuleSoft, and more. slalom.com+1 Slalom Salesforce consulting Cognizant — Better suited to large/global organizations or complicated integrations. Cognizant describes itself as a Salesforce strategic partner with a large pool of certified consultants and Lightning expertise. www.cognizant.com Cognizant Salesforce services Accenture and Deloitte — Worth considering for very large, highly customized Salesforce environments. Salesforce currently identifies both among its launch partners in its Forward Deployed Engineering partner network. Salesforce CRM Science — Particularly relevant if you want a firm explicitly focused on Lightning migration. It offers Classic-to-Lightning migration, adoption work, Lightning components, and Salesforce architecture, and is a Salesforce Summit Consulting Partner. crmscience CRM Science Lightning migration VRP Consulting — Offers a defined Classic-to-Lightning methodology involving customization audits, compatibility analysis, UI/UX redesign, and phased rollout. VRP Consulting VRP Salesforce consulting Forcery — A more specialized option; its consultants specifically advertise Classic-to-Lightning migration expertise and Salesforce adoption work. NYC Salesforce Consultants+1 Forcery Salesforce consulting Davenport Group — Explicitly offers Lightning Experience Migration, alongside implementation, configuration, training, and managed services. Davenport Group Davenport Group Salesforce consulting My shortlist For a typical company, I'd start by getting proposals from CRM Science, Slalom, and VRP Consulting. For a very large/global org, I'd add Accenture or Deloitte. For a relatively straightforward migration, a smaller Salesforce specialist can often be more economical. One important point: don't hire someone merely to "turn on Lightning." A proper migration should assess Visualforce pages, custom components, profiles/permissions, integrations, AppExchange packages, automation, reports/dashboards, user workflows, and adoption/training. Salesforce's own migration material emphasizes assessing existing customizations and developing a migration strategy rather than treating it as a simple interface switch. appexchange.salesforce.com+1 If you tell me roughly how many Salesforce users you have, which Salesforce clouds you use, and whether you have lots of custom Apex/Visualforce, I can narrow this to 3–5 consultants that are the best fit and compare their likely cost/approach. --- ANSWER 74 of 200 (2026-08-19) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, you generally want a Salesforce consulting partner with enterprise org-merger, data-migration, and M&A experience, rather than a standard implementation shop. Salesforce itself explicitly recognizes M&A as a use case for consolidating Salesforce environments and recommends involving solution architects to determine whether to consolidate or maintain a multi-org architecture. Trailhead Firms worth considering Accenture — strong choice for very large, complex enterprises, especially when Salesforce consolidation touches ERP, data platforms, security, and global operations. Salesforce lists Accenture among its strategic consulting partners. Salesforce Deloitte — good fit for large post-merger transformations where Salesforce is part of a broader business/technology integration. PwC — particularly relevant when the Salesforce consolidation is tied to finance, operating-model, or broader M&A integration work. Salesforce lists PwC among its strategic partners. Salesforce Slalom — a potentially good middle ground for enterprise Salesforce transformation without necessarily engaging one of the very largest global integrators. Salesforce lists Slalom among its strategic consulting partners. Salesforce Vantage Point — a more specialized option specifically advertising Salesforce org consolidation after M&A, including org assessment, merge-vs-multi-org decisions, deduplication, data migration, and governance. Vantage Point+1 Colby's Data Movers — highly specialized in Salesforce org splits/merges and large-scale data movement, including M&A scenarios. Colby's Data Movers Salesforce also has an official Consulting Partner Finder, which is useful for building a longer shortlist. Salesforce The important part: don't automatically merge the orgs A good partner should first determine whether you actually want: Full consolidation — migrate the acquired company into the buyer's org and retire the acquired org. Multi-org/federated architecture — keep separate orgs but establish shared data/integration and governance. Coexistence — keep both orgs largely independent. Salesforce's current architecture guidance explicitly addresses single-org versus multi-org environments, including acquisitions. Architect For an acquisition, I'd specifically ask prospective partners to demonstrate at least 3–5 previous Salesforce org consolidations resulting from M&A, and ask for examples involving similar data volume, integrations, and clouds. If you tell me the size of the company, number of Salesforce orgs, approximate users/records, Salesforce clouds in use, and whether you're PE-backed, I can narrow this to 3–5 firms that are actually suited to your situation, including likely project size/cost ranges. --- ANSWER 75 of 200 (2026-08-19) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—there are specialist Salesforce migration consultancies that handle legacy CRM → Salesforce migrations while preserving customer history, activities, relationships, notes, files, and audit context. A few worth evaluating: Ascendix Technologiesascendix.com — Salesforce migration specialists with 500+ implementations; they handle legacy-system extraction, mapping, validation, testing, and post-migration support. ShellBlackshellblack.com — Particularly strong for financial-services organizations; says it has migrated data from 50+ databases and explicitly focuses on preserving historical data. Colby's Data Moverscolbysdatamovers.com — Focuses specifically on controlled Salesforce data migration, with audit trails and chain-of-custody controls; its founder cites 20+ years of Salesforce migration experience. Redpath Consulting Groupredpathcg.com — A good candidate for nonprofits/higher education and legacy systems where historical records need careful mapping and cleanup. Folio3crm.folio3.com — Handles migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, including custom fields, workflows, validation and cleanup. The key is not simply importing Accounts and Contacts. A good migration partner should preserve the relationships between records and reconstruct historical activities, emails, notes, attachments, opportunities, ownership, dates, and other relevant history. Salesforce itself describes legacy CRM migration as an ETL process involving extraction, transformation, mapping, referential-integrity checks, and loading through APIs. If you tell me which legacy CRM you're migrating from (e.g., Dynamics, HubSpot, Zoho, Siebel, ACT!, custom SQL) and roughly how many records, I can narrow this to 3–5 firms that are particularly suited to your migration. --- ANSWER 76 of 200 (2026-08-19) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Salesforce Classic → Lightning Experience migrations are handled by both large systems integrators and specialized Salesforce consulting partners. Strong options Accenture — Good for large, complex enterprises, especially when the migration involves broader CRM/process transformation. Salesforce identifies Accenture as a global strategic consulting partner. Deloitte — Strong choice for enterprise transformation, governance, and complicated legacy environments. Deloitte has dedicated Salesforce and application-modernization capabilities. Slalom — Particularly worth considering if you want a Salesforce-focused consulting team rather than a huge general-purpose SI. Slalom reports 7,400+ Salesforce projects and 14,000+ Salesforce certifications. IBM — A good fit for large organizations where Salesforce has to integrate with substantial legacy systems and enterprise data. IBM says it has partnered with Salesforce for more than 25 years. PwC — Strong for Salesforce transformation combined with business-process redesign, data, and broader customer-experience strategy. For a smaller or mid-market migration I'd also look at Salesforce AppExchange consulting partners, because you can filter them by Salesforce expertise, location, certified-expert count, customer reviews, and verified projects. Salesforce currently lists 1,500+ consultants in its consultant marketplace. Salesforce Consultant Finderappexchange.salesforce.com One important point: Classic-to-Lightning isn't simply a UI conversion. A good consultant should assess your Classic customizations, Visualforce/Apex, profiles and permissions, workflows/automation, integrations, reports/dashboards, and user adoption before recommending the migration approach. Salesforce itself has documented migration projects involving gap analysis, rebuilding features for Lightning, department-specific migration strategies, and user adoption. If you tell me your company size, approximate Salesforce user count, industry, and whether you want a local consultant in Georgia/Atlanta, I can narrow this to 5–10 specific firms and compare them on likely fit, experience, and cost level. --- ANSWER 77 of 200 (2026-08-19) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, Salesforce org consolidation is usually handled by a specialized Salesforce consulting/integration partner, often working alongside your internal Salesforce team and M&A/IT leadership. A few credible options I found: RSM — specifically offers Salesforce org migration services for mergers, acquisitions, splits, carve-outs, and migrations, including complex org merges. Salesforce AppExchange Jade Global — has a dedicated M&A Salesforce consolidation practice covering assessment, metadata/data migration, integrations, security, processes, and license optimization. Jade Global+1 Metazoa — specializes in Salesforce org merges and provides professional services around metadata, data migration, technical-debt cleanup, and org splits. Metazoa Ateko — offers merger assessments, multi-org strategy, implementation, and post-merger support/training. Ateko Vantage Point — a boutique Salesforce consultancy focused on data migration and multi-acquisition CRM consolidation. Vantage Point Colby's Data Movers — specializes specifically in multi-org Salesforce consolidation, org merges/splits, and cross-org synchronization. Colby's Data Movers What I'd look for Don't hire someone simply because they do "Salesforce migrations." A post-acquisition consolidation can involve: Org strategy — decide whether to merge into one org, retain multiple orgs with integration, or use a hybrid model. Salesforce itself recognizes multi-org architectures as a legitimate approach. Trailhead+1 Architecture assessment — compare custom objects, fields, automation, Apex, packages, security, integrations, CPQ, reporting, etc. Data reconciliation — deduplication, account/contact matching, IDs, historical data, ownership and relationships. Metadata consolidation — resolve conflicting fields, validation rules, flows, permission sets, profiles, and custom code. Integration remediation — ERP, marketing automation, data warehouses, identity providers, middleware, APIs. Cutover and change management — migrate users and data while minimizing sales/service disruption. My shortlist for an acquisition: I'd start with RSM or Jade Global for a large enterprise/M&A program, and Metazoa or a specialized boutique if the primary problem is the technical execution of the org merge. One important distinction: Salesforce's own term "instance consolidation" can refer to Salesforce moving an org between its infrastructure instances; that's not the same thing as merging two companies' Salesforce orgs. Salesforce If you tell me roughly how many orgs/users you're consolidating (e.g., 2 orgs / 1,000 users) and whether you're looking for a big consulting firm or a specialist, I can narrow this to 3–5 firms and compare their likely fit. --- ANSWER 78 of 200 (2026-08-19) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If the goal is migrating a legacy CRM into Salesforce while retaining customer, deal, activity, and audit history, I’d shortlist these types of providers: Slalom — a strong enterprise option, particularly for complex legacy platforms. Slalom reports 7,400+ Salesforce projects and 14,000+ Salesforce certifications, and specifically works on legacy modernization and Salesforce. CloudMasonry — specifically offers legacy-data mapping, transformation, and Salesforce migration, including complex data relationships. Colby's Data Movers — particularly interesting if auditability and preserving historical records are priorities. They specialize in Salesforce migrations and describe experience with 10+ TB environments and regulated organizations. WNC Salesforce Services — offers end-to-end legacy CRM migrations with historical-data/relationship preservation, reconciliation reporting, and cutover/rollback procedures. ShellBlack — worth considering for financial-services/wealth-management environments; they report experience migrating from 50+ databases and emphasize keeping legacy data accessible in Salesforce. The important part: "history" needs to be explicit Don't just ask a vendor whether they "migrate all your data." Ask whether their SOW guarantees preservation of: Original Created Date / Modified Date Original record owners Activities — calls, tasks, meetings, emails Notes and attachments/files Opportunity and case history Relationships between historical records Field-history/audit information, where technically possible Legacy IDs, so every Salesforce record can be traced back to its source Reconciliation — source-vs-Salesforce record counts and financial totals A rollback plan and sandbox rehearsal Salesforce itself recommends using legacy IDs/External IDs to preserve relationships and validating record counts and migrated data after loading. If you tell me your current CRM (e.g., Microsoft Dynamics, HubSpot, Zoho, Siebel, SugarCRM, custom SQL, etc.), number of records, and whether you're SMB/mid-market/enterprise, I can narrow this to 3–5 vendors that are particularly suited to your migration. --- ANSWER 79 of 200 (2026-08-19) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations. Good candidates include: CRM Science — Salesforce Summit Consulting Partner; offers dedicated Lightning migration services, adoption work, and Lightning architecture. crmscience VRP Consulting — Provides Classic-to-Lightning assessment, customization compatibility analysis, UI/UX redesign, and phased rollout. VRP Consulting Forcery — Specializes in Classic-to-Lightning migrations and has a strong focus on Salesforce adoption and marketing technology. NYC Salesforce Consultants+1 Codleo Consulting — Salesforce Summit Partner offering readiness assessments, gap analysis, migration planning, and implementation. Codleo Davenport Group — Salesforce Consulting Partner offering Lightning Experience migration alongside implementation and managed services. Davenport Group Germino Tech — Offers readiness assessment, gap analysis, Visualforce/LWC modernization, testing, training, and post-migration support. Germino Merfantz — Salesforce Consulting Partner with an explicit Classic-to-Lightning migration practice, including customization and component development. Merfantz Adaptid — Handles both Salesforce Classic → Lightning and Visualforce → Lightning migrations, with particular emphasis on custom development. Adaptid For a larger or more complex Salesforce org, I'd shortlist CRM Science, VRP Consulting, and Codleo. For a smaller/mid-sized org or a more focused migration, Forcery, Germino Tech, or Davenport Group may be worth comparing. Salesforce itself maintains a Consulting Partner directory, which is useful for validating partner status and finding firms by geography and specialization. Salesforce If you tell me your company size, approximate number of Salesforce users, and whether you have lots of Visualforce/Apex/custom integrations, I can narrow this to 3–5 consultants that are the best fit.Log in for more personalized help with work, projects, and career goals.Log inSign up for free --- ANSWER 80 of 200 (2026-08-19) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. There are specialized Salesforce consulting firms that handle post-acquisition org consolidation, including org assessment, merge-vs.-multi-org architecture, data migration, deduplication, integrations, security, testing, and cutover. A few credible options: RSM US — Probably the clearest fit if this is a true M&A integration. RSM explicitly offers Salesforce Org Migration 360, covering due diligence, org mergers, migrations, and carve-outs. RSM Salesforce servicesrsmus.com Vantage Point — A more boutique option focused on Salesforce/HubSpot, with specific experience in multi-acquisition CRM consolidations, including data-model reconciliation, deduplication, migration, and governance. Vantage Point Salesforce consolidation practicevantagepoint.io Ateko — Specifically markets Salesforce org mergers and migrations, including situations where one company has acquired another. Ateko org mergers and migrationsateko.com Colby's Data Movers — A specialist rather than a broad systems integrator, focused on org merges/splits, data architecture, deduplication, identity resolution, and preserving referential integrity. Colby's Data Movers multi-org servicescolbysdatamovers.com Who I'd shortlist If you're talking about 2+ Salesforce orgs resulting from an acquisition, I'd approach it this way: SituationBest type of partner Large enterprise / complex M&ARSM or another major Salesforce SI Multiple acquisitions / serial acquirerVantage Point Primarily a technically difficult data/org mergeColby's Data Movers Mid-market Salesforce implementation + mergerAteko or a similar Salesforce partner One important caveat: don't assume the answer should be "merge everything into one org." Salesforce itself recognizes M&A as a major reason companies end up with multiple orgs and supports multi-org architectures. The first engagement should therefore be an org assessment and consolidation strategy, followed by the actual migration. If you tell me (1) how many orgs, (2) approximate user count, (3) whether they're Sales/Service/CPQ/etc., and (4) your company size, I can narrow this to 5–10 firms that are genuinely suited to your acquisition, including estimated project size/cost and relevant M&A experience. --- ANSWER 81 of 200 (2026-08-26) --- Q: Who can migrate us from HubSpot to Salesforce? Growth Natives - Marketing Consultant and Marketing Automation Services★ 5.0•Marketing agencyOpenDazeworksSoftware companyOpenCloudsquare | #1 Salesforce Implementation PartnerConsultantOpenSalesPath CorporationBusiness management consultantCloudAdvisorySoftware DevelopmentOpenFiduciary Tech★ 4.3•Software companyOpenActus Consulting GroupBusiness ConsultingOpenStratusG ConsultingBusiness ConsultingOpenBrian Thornton Salesforce.com Developer Architect of SeattleSoftware companyOpenVANAVIL INC. | Technology Solutions Partner, Seattle, WASoftware companyOpenEverpeak Partners★ 4.6•Computer consultantOpenCloudsquare | Salesforce Solutions CompanyConsultantDaizy LogikBusiness ConsultingBelmar Consulting★ 5.0•ConsultantOpenPercolator ConsultingConsultantOpenMap data is currently unavailable Yes. If you’re moving from HubSpot → Salesforce, I’d shortlist firms that can handle more than just exporting/importing contacts—especially data modeling, lifecycle/history, workflows, integrations, reporting, and user adoption. My shortlist Growth Natives - Marketing Consultant and Marketing Automation Services — Bellevue/Seattle area. Interesting option if you want someone who understands both HubSpot and Salesforce, including CRM migrations, marketing automation, lead scoring, and workflows. Dazeworks — Bothell. Salesforce-focused consultancy with explicit data-migration capabilities, including field mapping, sandbox testing, imports, and deduplication. Cloudsquare | #1 Salesforce Implementation Partner — Seattle. Stronger choice if this is a substantial Salesforce implementation rather than simply moving data. SalesPath Corporation — Kirkland. Focuses on small/midsize businesses and Salesforce implementation, data migration, configuration, and training. CloudAdvisory — Seattle. More strategy-oriented; potentially a good fit if you want someone to design the Salesforce architecture and migration plan before implementation. There are also national specialists. A recent 2026 review specifically covering HubSpot → Salesforce migration consultants highlights RevPartners, Bayard Bradford, Twistellar, and MigrateMyCRM, with Twistellar positioned for more complex Salesforce requirements and MigrateMyCRM for simpler migrations. What I'd look for The biggest mistake is treating this as a data migration. Salesforce and HubSpot model things differently, so I'd require the partner to document: Objects and field mapping — contacts, companies/accounts, deals/opportunities, activities, custom objects. Historical data — emails, activities, lifecycle history, attribution, notes, attachments. Automation — HubSpot workflows → Salesforce Flow/automation. Lead routing — ownership, scoring, qualification, handoffs. Integrations — marketing, billing/ERP, product, support, enrichment, calendars, etc. Reporting — rebuild the reports/dashboards your team actually uses. Testing + cutover — ideally a sandbox migration, reconciliation, UAT, and a defined rollback plan. Training/adoption — otherwise you'll have a technically successful migration and an unhappy sales team. For context, HubSpot itself notes that moving between CRM systems involves not just records but integrations, automation, and reports, and recommends documenting the existing system before migration. If you tell me roughly how big you are (e.g. 20 vs. 200 salespeople), your HubSpot tier, and whether you're implementing Sales Cloud only or Sales + Marketing/Service, I can narrow this to 3 firms I'd actually interview and give you a rough expected cost/timeline for each. --- ANSWER 82 of 200 (2026-08-26) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can move an existing Microsoft Dynamics environment into Salesforce—rather than the more common Salesforce → Dynamics direction—there are several credible options. Partners worth evaluating SingleStone — Particularly interesting for complex CRM migrations because it explicitly works across Salesforce ↔ Dynamics 365, rather than being tied to only the destination platform. Its published work emphasizes data migration, business logic, and industry-specific CRM modernization. Deloitte Digital — A large-enterprise option with capabilities across both Salesforce and Microsoft Dynamics. Salesforce's AppExchange partner ecosystem lists Deloitte among consultants with Microsoft Dynamics integration expertise. VegaCompass — A Microsoft Solutions Partner that works with both Dynamics 365 and Salesforce. It specifically reports completing a Salesforce → Dynamics migration, so it has demonstrated cross-platform migration experience. Commercient — More focused on the data/integration side than a full CRM transformation. Its Salesforce AppExchange material documents integrations involving Dynamics SL/GP/AX/NAV and Salesforce, including moving Dynamics data into Salesforce. Insight — Offers a packaged Salesforce-to-Dynamics migration accelerator, demonstrating substantial migration tooling. For the reverse direction, I'd specifically ask them for recent Dynamics → Salesforce references rather than assuming the capability transfers. One important distinction If you're actually asking about Dynamics → Salesforce, I would prioritize partners that can demonstrate both sides of the migration, not merely a Salesforce implementation partner. The hard part isn't copying Accounts and Contacts; it's translating: Dynamics entities/customizations → Salesforce objects Business rules/workflows → Salesforce Flow/Apex Security roles/teams → Salesforce sharing model Activities, opportunities, cases and history Custom integrations Reporting and dashboards Data relationships and historical records Cutover and reconciliation Salesforce itself has a Microsoft Dynamics 365 Sales connector for bringing Dynamics data into Salesforce Data Pipelines, but that's a data connection—not necessarily a complete CRM replacement/migration methodology. If you tell me which Dynamics product/version (Dynamics 365 Sales, CRM 2016, AX, NAV/Business Central, GP, etc.), approximate user count, and whether this is Salesforce Sales Cloud, Service Cloud, or both, I can narrow this to 5–10 partners that specifically have Dynamics → Salesforce experience, including estimated size/fit and relevant case studies. --- ANSWER 83 of 200 (2026-08-26) --- Q: Who can migrate us from HubSpot to Salesforce? If you mean migrating your company from HubSpot CRM to Salesforce, you’ll usually want a Salesforce implementation partner, RevOps consultancy, or CRM migration specialist rather than a simple data-import vendor. A good partner will handle data mapping, custom objects, workflow replacement, integrations, reporting, user training, and cutover planning. Some firms that can help: Fast Slow Motion — specializes in HubSpot and Salesforce environments, including CRM architecture, migrations, integrations, automation, and RevOps work. Aptitude 8 — a fit for more complex migrations involving enterprise processes, integrations, and custom CRM architecture. RevPartners — focuses on CRM strategy, migrations, and operational change management. Huble — a global CRM consultancy with experience in complex CRM projects. engaging.io — handles CRM migrations, integrations, automation, and enterprise implementations. You can also find vetted partners through the official HubSpot Solutions Directoryacademy.hubspot.com and Salesforce’s partner ecosystem. When choosing, ask candidates: Have you migrated HubSpot → Salesforce specifically (not just Salesforce → HubSpot)? How will you map HubSpot objects (contacts, companies, deals, tickets, custom objects) into Salesforce? Will you rebuild workflows, sequences, scoring, reports, and dashboards? How will you handle historical activity data, duplicates, attachments, and integrations? Will you provide user training and post-launch support? If you tell me your company size, HubSpot tier (Starter/Professional/Enterprise), Salesforce edition, number of records, and whether you need Sales Cloud, Service Cloud, or Marketing Cloud, I can narrow this down to the best-fit providers. --- ANSWER 84 of 200 (2026-08-26) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean migrating from Microsoft Dynamics (Dynamics 365 / Dynamics CRM) into Salesforce, the partners that typically handle this are Salesforce consulting partners, CRM migration specialists, and large system integrators with experience in both ecosystems. Some examples: Valintry360 — specializes in Microsoft Dynamics-to-Salesforce migrations, including data migration, mapping, and Salesforce implementation services. Ksolves — offers Dynamics 365-to-Salesforce migration services covering data structures, integrations, and Salesforce configuration. Accenture — a major Salesforce and Microsoft services provider often used for large enterprise CRM transformations. Cognizant — provides CRM modernization and Salesforce transformation services for enterprise customers. Deloitte — handles complex CRM strategy, migration, integration, and change-management programs. PwC — supports Salesforce implementations and enterprise application transformations. Other specialists worth evaluating: SingleStone — focuses on complex CRM migrations and has experience across Salesforce and Dynamics environments. EPC Group — primarily a Microsoft-focused partner but also handles CRM migrations involving Salesforce and Dynamics environments. When selecting a partner, look for proven experience with: Dynamics entities → Salesforce objects mapping (Accounts, Contacts, Leads, Opportunities, Cases, custom entities) Workflow conversion (Dynamics workflows/plugins → Salesforce Flow/Apex) Data cleansing and deduplication Historical activity migration (emails, tasks, notes, attachments) Integration replacement (ERP, marketing automation, BI tools) User adoption and Salesforce redesign rather than a simple “lift and shift” If you mean Salesforce → Microsoft Dynamics instead, the partner list is different; firms such as Insight Enterprises and others offer that direction of migration as well. I can also narrow this down by enterprise vs mid-market, industry (financial services, healthcare, manufacturing, etc.), or region. --- ANSWER 85 of 200 (2026-08-26) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. If you’re moving from HubSpot into Salesforce—rather than the more common Salesforce → HubSpot direction—I’d look for a Salesforce consulting partner that specifically handles CRM migration, data modeling, automation rebuilds, integrations, and cutover. A few firms worth talking to: RevPartners — strong RevOps/migration focus; a good fit for mid-market teams that want the migration plus process redesign. Bayard Bradford — experienced with CRM migrations, field mapping, workflow architecture, integrations, and training. Aptitude 8 — worth considering for a more technically complex Salesforce implementation involving custom objects, integrations, or enterprise architecture. Coastal Consulting — specifically works across the HubSpot/Salesforce ecosystem and is a Salesforce Consulting Partner, although its positioning is more integration/implementation oriented than a pure HubSpot→Salesforce migration shop. Salesforce partners generally — Salesforce's partner ecosystem is the best place to source a firm if you want the migration executed primarily from the Salesforce side. One important distinction: don't hire someone just to "move the data." A good migration should inventory and map your HubSpot contacts/companies/deals, custom properties, lifecycle stages, pipelines, activities, workflows, lead routing, reporting, integrations, and historical data before the cutover. HubSpot itself recommends documenting records, integrations, workflows, assignment rules, dashboards, and reports when planning a CRM migration. If you tell me (1) company size, (2) approximate number of HubSpot contacts, (3) HubSpot tier, (4) Salesforce edition you’re moving to, and (5) what integrations you have, I can narrow this to 3–5 migration firms and compare likely cost, timeline, and fit. --- ANSWER 86 of 200 (2026-08-26) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics → Salesforce (not the reverse), there are several partners with demonstrated experience. The strongest candidates I found are: eVerge Technologies — A particularly relevant example: its Salesforce AppExchange profile describes a project consolidating three CRMs, including Microsoft Dynamics, Salesforce Classic, and Salesforce Lightning, into one Salesforce instance, with substantial data-migration work. RSM — Salesforce partner with experience coordinating Salesforce with Microsoft Dynamics 365, particularly for middle-market organizations, M&A, carve-outs, and CRM/ERP rationalization. Commercient — More integration/data-focused than a traditional SI. Its Salesforce offering supports Microsoft Dynamics products including GP, AX, NAV and SL/Business Central, moving Dynamics data into Salesforce. Deloitte Digital — Appears in Salesforce's AppExchange ecosystem with extensive Salesforce implementation experience and Microsoft Dynamics integration capabilities. Conemis — Salesforce's community specifically points to an out-of-the-box migration path for Microsoft Dynamics/Navision → Salesforce, which could be useful for NAV environments. How I'd shortlist them If you're doing a true one-way migration where Salesforce becomes the system of record, rather than simply integrating the two systems, I'd prioritize: eVerge — strongest directly documented Dynamics → Salesforce migration example I found. RSM — good choice for a larger/more complex business transformation. Commercient — worth considering if the primary challenge is moving/synchronizing Dynamics data rather than redesigning the CRM. Deloitte Digital — better suited to a large enterprise/global transformation. Salesforce also maintains a current Partner Finder for certified consulting partners, while Microsoft maintains its own Dynamics 365 partner directory. One important distinction: Dynamics product matters enormously. Dynamics 365 Sales, Dynamics CRM/on-prem, NAV/Business Central, AX, and GP have very different migration approaches. If you tell me which Dynamics version/product you're migrating from, approximate number of records/users, and company size, I can narrow this to 5–7 partners that specifically fit your migration, including estimated project size/cost and relevant case studies. --- ANSWER 87 of 200 (2026-08-26) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a firm that does more than CSV/data transfer: you want someone who can map the data model, rebuild workflows/automation, migrate activities and historical data, handle integrations, and configure Salesforce. A few credible options I found: RevPartners — full-service CRM migration and RevOps work; a good candidate if you want strategy, migration, and change management. Bayard Bradford — particularly relevant if you want a consulting team experienced with both HubSpot and Salesforce, including field mapping, workflow architecture, and training. Twistellar — approaches the migration from the Salesforce side and is worth considering for a more Salesforce-centric implementation. SyncMatters — more migration-focused; they specifically offer HubSpot → Salesforce migration of contacts, companies, deals, activities, custom fields, and selected custom objects, with testing and validation. RevBlack — an official Salesforce and HubSpot partner with certified experts, focused on RevOps, CRM implementation, data cleanup, and integrations. Their Salesforce AppExchange listing currently shows 36 certified people and 39 relevant certifications. You can also use Salesforce's official Partner Finder, which is specifically designed to locate certified Salesforce consulting partners by expertise and project experience. Salesforce Partner Finderfindpartners.salesforce.com My recommendation If this is a serious company-wide migration, I'd shortlist RevPartners, Bayard Bradford, and RevBlack and ask each for a fixed-scope discovery/migration proposal. If you mainly need the data moved cleanly and already have Salesforce expertise internally, I'd also get a quote from SyncMatters. The important thing is to have them explicitly scope: Contacts, companies/accounts, leads and opportunities Activities, emails, calls, notes and attachments Custom objects and custom fields Lifecycle/stage/history data HubSpot workflows → Salesforce Flow/automation Lead routing and ownership rules Marketing integrations and other connected systems Reports/dashboards Deduplication and data cleansing Testing, cutover, rollback plan and post-launch support If you tell me roughly how many contacts/deals you have, which HubSpot Hubs you're using, and whether you already have a Salesforce org, I can narrow this to 3–5 firms that are the best fit and compare likely cost/timeline. --- ANSWER 88 of 200 (2026-08-26) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that move an organization from Microsoft Dynamics (especially Dynamics 365/CRM) to Salesforce, the field is smaller than the reverse direction, but several Salesforce consulting partners and migration specialists handle this type of work. If you mean Salesforce → Dynamics 365, there are more Microsoft-focused partners. (The wording “Dynamics to Salesforce” usually means the former, so I’ll focus on that.) Partners that handle Microsoft Dynamics → Salesforce migrations Ksolves — Provides Microsoft Dynamics 365 to Salesforce migration services, including data migration, custom objects, integrations, and Salesforce implementation support. Accenture — Large enterprise Salesforce implementation partner; typically suited for complex CRM transformations involving legacy Dynamics environments, integrations, and global rollouts. Deloitte — Salesforce consulting practice with experience in enterprise CRM modernization and migration programs. Cognizant — Provides Salesforce transformation services and legacy CRM migration capabilities. Capgemini — Handles Salesforce implementations and enterprise application modernization projects. Infosys — Offers Salesforce consulting and migration services for large organizations. Persistent Systems — Salesforce partner with CRM modernization and integration expertise. Slalom — Salesforce consulting partner often used for mid-market and enterprise CRM transformations. What to look for in a Dynamics → Salesforce migration partner A good partner should be able to handle: Dynamics data extraction Accounts, contacts, leads, opportunities Custom entities/tables Activities, notes, attachments, history Data model redesign Mapping Dynamics entities to Salesforce objects Handling custom objects and relationships Business logic migration Workflows Business rules Plugins/custom code Integrations Salesforce implementation Sales Cloud / Service Cloud configuration Automation using Flow Reporting and dashboards User adoption/training Cutover planning Data cleansing Multiple migration rehearsals Validation and rollback planning If you are instead asking about Salesforce → Microsoft Dynamics 365 migrations, partners commonly include Alithya, Definity First, EPC Group, Folio3, and others that advertise those services. If you share your Dynamics version (CRM 2016, Dynamics 365 Sales, AX/Finance & Operations, Business Central, etc.), company size, and whether you need CRM only or ERP + CRM, I can narrow this to the most relevant partners. --- ANSWER 89 of 200 (2026-08-26) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a partner that understands both systems—not just a Salesforce implementer—because the hard part is usually data mapping, workflow/automation redesign, deduplication, integrations, and reporting, not simply importing contacts. A few firms worth evaluating: Fast Slow Motion — Particularly interesting for mid-market/enterprise. They are both a HubSpot Elite Solutions Partner and Salesforce Summit Partner and explicitly offer Salesforce migrations, CRM architecture, automation, integrations, and RevOps. RevPartners — Listed among the leading HubSpot → Salesforce migration consultants, with an emphasis on CRM migration plus organizational change management and process redesign. Bayard Bradford — Strong option if you want a full-service engagement covering migration strategy, field mapping, workflow architecture, and training. Twistellar — Another Salesforce-oriented migration consultancy identified specifically for HubSpot → Salesforce work. Elefante RevOps — Specifically markets CRM migrations between HubSpot and Salesforce, including preservation of accounts, deals, product/usage data, billing integrations, and customer-success context. Coastal Consulting — A smaller specialist with combined HubSpot/Salesforce expertise; Salesforce lists them as a certified integration partner. Salesforce also has an official Partner Finder for locating certified Salesforce consulting partners by expertise and industry. Who I'd shortlist If this is a meaningful company-wide migration, I'd probably start with Fast Slow Motion, RevPartners, and Elefante RevOps and ask each for a fixed-fee migration assessment before choosing. The assessment should cover: Data: contacts, companies/accounts, deals/opportunities, activities, custom objects, historical data. Automation: HubSpot workflows → Salesforce Flow/automation. Integrations: marketing, website, billing, product, support, enrichment, etc. Reporting: dashboards and attribution that need to be recreated. Data cleanup: duplicates, obsolete fields, lifecycle stages, ownership. Cutover: parallel running, validation, rollback plan, and downtime. Adoption: Salesforce configuration and training after migration. One important point: don't let a vendor treat this as a CSV-import project. HubSpot's own documentation shows that the HubSpot/Salesforce integration handles objects such as contacts, companies, deals, tickets, and activities, but a true migration requires decisions about how those objects and relationships should exist in the destination system. If you tell me roughly how many contacts/companies/deals you have, which HubSpot hubs you're using, your Salesforce edition, and what other systems are integrated, I can narrow this to 3–5 firms that are the best fit and give you a ballpark cost/timeline to expect. --- ANSWER 90 of 200 (2026-08-26) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate an existing Microsoft Dynamics 365 environment to Salesforce, the field is narrower than the reverse direction. A few worth evaluating: Ksolves — explicitly offers Microsoft Dynamics 365 → Salesforce migration, including complex data structures, custom integrations, and Salesforce implementation. They describe themselves as a Salesforce Summit Partner. Commercient — specializes in moving/synchronizing Microsoft Dynamics data into Salesforce. Their offering covers Dynamics GP, AX, NAV and SL, although this is more integration/synchronization-oriented than a full CRM replacement migration. SingleStone — a platform-agnostic CRM migration consultancy with expertise across Dynamics 365 and Salesforce. Its current materials specifically emphasize being able to work across both platforms rather than treating one as a black box. One important distinction A lot of the search results for this topic are actually Salesforce → Dynamics 365, which is the opposite direction. For example, EPC Group, Rand Group, TrellisPoint, Folio3, and VegaCompass advertise that direction. So if you're evaluating vendors for Dynamics → Salesforce, I'd put particular weight on whether they can demonstrate: Dynamics source-system expertise — Dataverse/Dynamics 365 Sales, custom entities, workflows, plugins, etc. Salesforce architecture expertise — objects, Apex/Flows, sharing model, automation and integrations. Business-logic migration, not just ETL/data copying. Historical activity and attachments migration. Integration cutover — ERP, marketing automation, Outlook, telephony, data warehouse, etc. A reconciliation and parallel-run strategy before shutting down Dynamics. If you tell me whether you're migrating Dynamics 365 CE/Sales, AX, NAV/Business Central, or GP, and roughly how many users/records, I can narrow this to the 5–10 strongest partners and compare them by size, Salesforce credentials, Dynamics expertise, geography, and likely fit. --- ANSWER 91 of 200 (2026-08-26) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a partner that understands both systems—not just a generic Salesforce implementer. A few credible options I found: RevPartners — specifically listed as a leading HubSpot → Salesforce migration consultant, with an emphasis on migration plus organizational change management. Bayard Bradford — an Elite HubSpot Solutions Partner with experience in field mapping, workflow architecture, integrations, and training. Twistellar — approaches the migration from the Salesforce ecosystem side and is another option for a full implementation. CRMAutomate — explicitly offers HubSpot/Salesforce implementation and migration services and is a registered consulting partner with both platforms. Coastal Consulting — a Salesforce-listed partner specifically advertising HubSpot/Salesforce integration and implementation expertise. For a mid-market or enterprise migration, I would put RevPartners and Bayard Bradford near the top of the initial RFP list. The important thing is to make sure the scope includes more than contacts/deals: data model mapping, historical activity, workflows/automation, lead routing, integrations, reporting, deduplication, permissions, and user adoption. One caution: a lot of online lists are actually about Salesforce → HubSpot, which is the opposite direction. I specifically filtered for HubSpot → Salesforce capability here. If you tell me roughly company size, number of HubSpot records/users, and whether you're moving Marketing Hub as well as Sales Hub, I can narrow this to 3–5 firms and compare likely cost, timeline, and fit. --- ANSWER 92 of 200 (2026-08-26) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean partners that can take an organization from Microsoft Dynamics/Dynamics 365 into Salesforce, there are several credible options. I’d separate them into full-service Salesforce consulting partners and migration/data specialists. Strong candidates Eviden — There is a documented Salesforce customer case in which Eviden transformed a CRM from Microsoft Dynamics to Salesforce, including a complex Salesforce environment and subsequent Sales Cloud, CRM Analytics, and Pardot support. Best for: large/complex enterprise migrations. Ksolves — Explicitly offers Microsoft Dynamics 365 → Salesforce migration, including data structures, custom integrations, and migration planning. It describes itself as a Salesforce Summit Partner. Best for: a Salesforce-focused implementation partner with dedicated migration expertise. Ascendix — Works with both Dynamics 365 and Salesforce and explicitly offers Dynamics CRM → Salesforce migration. Its consultants have Microsoft Dynamics expertise as well as Salesforce migration experience. Best for: mid-market/enterprise CRM transformation where the partner needs to understand both platforms. CEPTES — Has a documented Microsoft Dynamics → Salesforce migration case for a U.S. financial-services organization involving significant data volumes and a tight timeline. Best for: data-heavy Salesforce migrations. Valintry360 — Offers an end-to-end Dynamics 365 → Salesforce service covering discovery, data mapping, process/workflow reconstruction and go-live. Best for: a more specialized Salesforce migration engagement. Cloudingo — Specifically handles Dynamics → Salesforce data migration, with expertise in cleansing, deduplication and migration execution. Best for: data migration/cleansing where you already have, or separately want, a Salesforce implementation team. Commercient — Particularly relevant if your Dynamics environment includes GP, AX, NAV, SL or Business Central and the requirement is moving/synchronizing ERP data into Salesforce. Its Salesforce materials explicitly cover Dynamics-to-Salesforce integration. Best for: Dynamics ERP ↔ Salesforce integration rather than a wholesale CRM replacement. My shortlist If you're selecting a partner for an actual Dynamics 365 CRM → Salesforce replacement, I'd start with: Eviden — strongest publicly documented enterprise Dynamics→Salesforce reference. Ksolves — very explicit migration specialization. Ascendix — particularly interesting because of expertise on both Dynamics and Salesforce. CEPTES — good evidence of handling complex/high-volume migrations. Valintry360 — migration-focused alternative. One important distinction: Dynamics 365 Sales/Customer Service → Salesforce is quite different from Dynamics GP/AX/NAV/Business Central → Salesforce. The latter often involves ERP-to-CRM integration rather than simply replacing the CRM. If you tell me which Dynamics product/version you have (Dynamics 365, CRM on-prem, AX, GP, NAV/Business Central, etc.), approximate record volume, and company size, I can narrow this to 5–10 partners and compare them on enterprise experience, U.S. presence, Salesforce credentials, migration methodology, and likely cost tier. --- ANSWER 93 of 200 (2026-08-26) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean specialists who migrate an old CRM into Salesforce while preserving historical records, activities, relationships, notes, files, and audit context, you’re looking for a Salesforce data-migration consultancy / implementation partner, not a basic Salesforce admin. A few firms worth evaluating: Colby’s Data Moverscolbysdatamovers.com — explicitly handles legacy-system → Salesforce migrations and emphasizes preserving records and history. Their team cites 20+ years of Salesforce migration experience. WNC Salesforce Serviceswnctech.ai — offers end-to-end legacy CRM migrations, including historical data and relationship preservation, with reconciliation and validation. ShellBlackshellblack.com — particularly relevant for financial-services organizations; says it has migrated data from 50+ databases and focuses on keeping legacy data accessible in Salesforce. AppsXpertappsxpert.ai — handles CRM-to-Salesforce migrations and specifically describes migrating calls, emails, meetings and other activity history. Minuscule Technologiesminusculetechnologies.com — offers migrations from Dynamics, HubSpot, Zendesk, Zoho and custom/legacy systems, including activities, attachments, notes and email logs. What to insist on Don't accept a proposal that only says “we'll migrate your contacts and accounts.” A proper migration should address: Accounts, contacts, leads and opportunities Activities: calls, emails, meetings and tasks Cases/tickets and their history Notes, attachments and files Ownership and relationships Original/legacy IDs Historical dates and audit information where Salesforce permits it Custom objects and fields Deduplication and data cleansing A sandbox/test migration before production Record-count and relationship reconciliation after the cutover Salesforce itself recommends creating fields for legacy IDs, migrating objects in dependency order, testing in a sandbox, and validating the migrated data afterward. One important distinction: “preserving history” can mean either making old information accessible or reconstructing it as native Salesforce history. Those aren't always the same thing. I'd ask each vendor to demonstrate exactly how they will preserve field history, activity timelines, CreatedDate/ModifiedDate, ownership changes, emails, attachments, and audit trails before signing. If you tell me which CRM you're migrating from (e.g., Dynamics, HubSpot, Zoho, Sugar, Siebel, custom SQL) and roughly how many records, I can narrow this to the 3–5 best-fit providers and compare them. --- ANSWER 94 of 200 (2026-08-26) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that can take an existing Salesforce org from Classic to Lightning Experience, there are several credible options. Consultants worth considering CRM Science — Specifically offers Classic-to-Lightning migration, including Lightning Experience, Lightning Design System, App Builder, components, and user adoption. It is a Salesforce Summit Consulting Partner. Davenport Group — Offers dedicated Lightning Experience Migration, alongside Salesforce implementation, configuration, and managed services. VRP Consulting — Handles assessment, planning, compatibility analysis, UI redesign, and phased Classic-to-Lightning migration. Galvin Technologies — Provides certified Salesforce consultants for evaluation, preparation, migration, and user/change-management work. Girikon — Provides end-to-end Lightning migration, including auditing existing workflows/customizations and developing a transition roadmap. Forcery — Specializes in Classic-to-Lightning migrations, particularly around sales-user experience and adoption. Germino Tech — Offers readiness assessment, gap analysis, Visualforce/LWC modernization, testing, training, and post-migration support. Salesforce itself recommends using its Partner Finder to identify certified consulting partners and filter them based on expertise, projects, credentials, and location. You can also browse the broader Salesforce AppExchange consultant directory, which has more than 1,500 consultants. Salesforce Partner Finderfindpartners.salesforce.com What I'd look for: don't hire someone who merely "turns on Lightning." A proper migration should include a Lightning readiness assessment, inventory of Visualforce/Apex/customizations and integrations, redesign where necessary, sandbox testing, user training/change management, and phased rollout. That's where the migration effort tends to be. If you tell me your company size, Salesforce clouds (Sales/Service/etc.), approximate number of users, and whether you want a large SI or a smaller specialist, I can narrow this to 3–5 firms and compare them. --- ANSWER 95 of 200 (2026-08-26) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, multiple Salesforce orgs are usually consolidated by a Salesforce consulting partner or a specialized Salesforce migration/integration team, working with the acquiring company’s Salesforce Center of Excellence (CoE), enterprise architects, admins, and business owners. The work is more than a data move—it typically involves deciding the target architecture, reconciling business processes, migrating data, rationalizing customizations, and retiring or preserving orgs. Common groups that can handle it: Salesforce implementation partners (recommended for complex M&A) Large Salesforce partners have architects, data migration specialists, and change-management teams who can run org assessments, design the consolidation approach, and execute the migration. Examples include firms that provide Salesforce org merge, migration, and M&A integration services. Specialized Salesforce org consolidation firms These focus specifically on multi-org environments, including: selecting the “surviving” org comparing metadata and customizations mapping objects and fields deduplicating Accounts, Contacts, Leads, and other records migrating history, files, and relationships rebuilding integrations and automation Internal Salesforce Center of Excellence / IT teams If the acquiring company has experienced Salesforce architects, admins, developers, and data engineers, they may lead the effort with outside help for specialized migration tasks. M&A systems integration consultants Firms experienced in post-merger technology integration can coordinate Salesforce consolidation alongside ERP, identity, data warehouse, and other enterprise systems. A typical team includes: Salesforce Solution Architect — designs the target org architecture. Salesforce Technical Architect / Developer — handles Apex, flows, integrations, and metadata changes. Data Migration Lead — manages extraction, transformation, deduplication, and loading. Salesforce Admins — clean up configuration, permissions, reports, and automation. Business Process Owners — decide which sales, service, marketing, and support processes become the standard. Change Management Lead — manages user training and adoption. Before hiring anyone, look for experience with: prior Salesforce org merges after acquisitions large data migrations duplicate management and master data strategy CPQ, Service Cloud, Marketing Cloud, Experience Cloud, or industry clouds if those are involved integration platforms such as MuleSoft or middleware solutions A key decision is whether to fully merge into one org or maintain a multi-org architecture with shared governance/integration. A full merge is not always the best answer; the right choice depends on business-unit independence, regulatory needs, data-sharing requirements, and long-term operating model. If you’re evaluating vendors, a good starting point is to ask: “How many Salesforce org consolidations have you completed after acquisitions, and can you provide references with similar data volume and Salesforce clouds?” --- ANSWER 96 of 200 (2026-08-26) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—there are specialist Salesforce data-migration consultancies that handle exactly this: moving legacy CRM data into Salesforce while preserving historical records, activities, attachments, notes, and relationships. A few worth evaluating: Colby's Data Moverscolbysdatamovers.com — Particularly focused on high-integrity migrations. They describe preserving records/history and using audit trails and validation, with experience on large and regulated datasets. ForceFolksforcefolks.com — Handles legacy CRM migrations, including historical records, activities and attachments, with sandbox rehearsals and reconciliation before go-live. VegaCompassvegacompass.com — Salesforce consulting partner that specifically emphasizes migrating related records, notes and activity history and validating in a sandbox first. Innowiseinnowise.com — Supports migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, including data cleansing and historical relationships. WNC Salesforce Serviceswnctech.ai — Offers end-to-end extraction, staging, mapping, historical-data migration, relationship preservation and reconciliation. What I'd insist on Don't hire someone who simply says "we'll use Data Loader." For a history-preserving migration, the vendor should demonstrate: Source-to-Salesforce field mapping before migration. Preservation of account/contact relationships and legacy IDs. Migration of activities, emails, notes, attachments and relevant audit/history data. Sandbox trial migrations before production. Automated record-count and value reconciliation against the legacy system. A documented rollback/cutover plan. A clear answer about what happens to historical data that can't natively fit Salesforce's data model. The important distinction is that "no lost records" isn't necessarily the same as "history preserved in a useful way." The latter requires careful modeling of activities, relationships and timestamps. If you tell me which CRM you're migrating from (e.g., Dynamics, HubSpot, Zoho, SugarCRM, Siebel, a custom database) and roughly how many records, I can narrow this to the 3–5 firms best suited to that migration. --- ANSWER 97 of 200 (2026-08-26) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Salesforce Classic → Lightning migrations are typically handled by Salesforce Consulting Partners, Salesforce implementation firms, and independent Salesforce architects/consultants. The right choice depends on your org size, customization level, and whether you need redevelopment, integrations, training, or change management. Some consultants/firms that handle Classic-to-Lightning migrations include: Salesforce Professional Services — best for large, complex enterprise transformations and organizations that want direct Salesforce involvement. Salesforce also provides transition guidance and tools for moving to Lightning Experience. Engineering Square LLC — offers Salesforce implementation services including Classic-to-Lightning/LWC migration work, along with broader Sales Cloud, Service Cloud, and industry-cloud expertise. Zorbis — provides Salesforce Lightning migration services, including assessment and transition support. Davenport Group — provides Salesforce consulting services including Lightning Experience migration. Amroar — specializes in Lightning consulting, Classic-to-Lightning migration, Lightning Web Components (LWC), and modernization. Forcery — focuses on Salesforce consulting and Lightning migration projects. Speridian Technologies — provides Salesforce modernization and Lightning migration services. Ranosys — provides Salesforce consulting and Lightning migration services through certified consultants. When selecting a migration consultant, look for experience with: Lightning readiness assessment — inventory of Classic features, Visualforce pages, workflows, Process Builder automations, custom objects, and integrations. Customization remediation — converting Visualforce/Aura components where needed, rebuilding pages with Lightning App Builder or LWC. Automation modernization — moving older automation into Salesforce Flow where appropriate. User adoption — training, phased rollout, and change management. Testing and deployment — sandbox migration, regression testing, and go-live support. For a heavily customized Salesforce org, I’d prioritize a partner with proven experience in Visualforce-to-LWC migration, complex integrations, and change management, rather than a consultant who only enables Lightning Experience. If you share your org size (users), Salesforce clouds in use (Sales/Service/etc.), amount of customization, and country/region, I can narrow this to a shorter list of suitable consultants. --- ANSWER 98 of 200 (2026-08-26) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, Salesforce org consolidation is usually handled by a specialist Salesforce consulting/integration partner, working alongside the acquiring company’s Salesforce/IT team. Salesforce itself recognizes M&A-driven multi-org environments as a common enterprise architecture problem. Some providers worth evaluating: RSMrsmus.com — Particularly relevant for larger M&A programs. RSM advertises dedicated Salesforce org migration services covering mergers, acquisitions, splits, carve-outs and migrations, alongside broader M&A advisory and integration services. Techila Global Servicestechilaservices.com — Offers post-merger Salesforce org consolidation, including merging, migrating, or retiring Salesforce environments. Atekoateko.com — Specializes in Salesforce org mergers and migrations and explicitly cites acquisitions as a use case. DynProdynpro.com — Offers multi-org consolidation for environments created through acquisitions, reorganizations, or decentralized growth. GyanSysgyansys.com — Its Groundswell Cloud Solutions practice has experience combining multiple Salesforce orgs, including data, configuration, Apex, integrations and third-party applications. Colby's Data Moverscolbysdatamovers.com — A more specialized option focused specifically on Salesforce org-split/org-merge and large-scale data migration. What I'd look for For an acquisition, don't hire a firm merely because it says "Salesforce implementation." You want demonstrated experience with: Org rationalization — determining which org survives and whether everything should actually be merged. Data migration and deduplication — Accounts, Contacts, Opportunities, Cases, custom objects, files, history, IDs and relationships. Metadata/configuration merge — Apex, Flows, permissions, sharing, objects, fields, validation rules, CPQ, etc. Integration migration — ERP, marketing automation, data warehouses, middleware, APIs and AppExchange packages. Security and compliance — especially if the acquired company operates in a different geography or regulated industry. Cutover/change management — minimizing disruption to sales and service teams. Post-merger architecture — deciding whether to truly consolidate or retain multiple orgs with a unified data layer. Importantly, a full org merge isn't always the right answer. Salesforce's current architecture guidance explicitly supports both single-org and multi-org approaches; Data 360/Data Cloud One can also unify multiple Salesforce orgs without physically merging them. If you tell me the number of orgs, approximate user/record counts, Salesforce clouds (Sales/Service/CPQ/Data Cloud/etc.), and whether this is a small/midsize or enterprise acquisition, I can narrow this to 3–5 firms that are the best fit and compare them by M&A experience, likely cost tier, geography, and technical depth. --- ANSWER 99 of 200 (2026-08-26) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you’re looking for a partner to migrate a legacy CRM into Salesforce while preserving historical records, activities, relationships, attachments, and audit context, these are worth shortlisting: Colby’s Data Moverscolbysdatamovers.com — Particularly strong for data-heavy migrations. They emphasize preserving records/history, running migrations locally, and maintaining an auditable chain of custody. Inforgeinforge.us — Salesforce-certified partner offering legacy CRM assessment, mapping, cleansing, historical-data preservation, validation, and controlled cutovers. WNC Salesforce Serviceswnctech.ai — Handles legacy CRM-to-Salesforce migrations with explicit historical relationship preservation, reconciliation, and rollback planning. Innowiseinnowise.com — Enterprise-oriented option covering Dynamics, HubSpot, Zoho, SugarCRM and custom/legacy systems, including data cleansing and post-migration support. AppsXpertappsxpert.ai — Focuses on migrating accounts, contacts, opportunities, activities, attachments and history, with source-to-target reconciliation. What I would require from the migration partner Don't accept simply “we'll import your CRM.” Ask them to demonstrate that they can preserve: Activity history: calls, emails, meetings, tasks and events Record relationships: contacts → accounts → opportunities → cases, etc. Attachments, notes and documents Historical ownership and dates Legacy IDs/external IDs, so records remain traceable to the old CRM Audit/history data, where Salesforce's standard objects can't represent it directly Deleted/inactive records, if legally or operationally required A reconciliation report proving source-vs-Salesforce record counts and relationships Sandbox/test migrations before production A rollback/cutover plan This matters because a migration can technically load every customer record while still destroying the context around those records. Salesforce migration guidance and specialist providers emphasize mapping, transformation, test loads, validation and relationship preservation rather than a simple export/import. If you tell me which CRM you're migrating from (e.g., Microsoft Dynamics, HubSpot, Zoho, SugarCRM, Siebel, a homegrown database) and roughly how many records, I can narrow this to the 3–5 best-fit Salesforce migration firms and compare them on history preservation, cost/scale, and geography. --- ANSWER 100 of 200 (2026-08-26) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Several Salesforce consulting firms explicitly handle Salesforce Classic → Lightning Experience migrations. Good candidates include: CRM Science — Salesforce Summit Consulting Partner; specifically offers Lightning Experience migration, adoption, and Lightning design/component work. VRP Consulting — offers end-to-end Classic-to-Lightning assessment, customization audit, compatibility analysis, UI/UX redesign, and phased rollout. Codleo Consulting — Salesforce Summit Partner offering readiness assessment, gap analysis, redesign, and migration execution. Davenport Group — Salesforce Registered Consulting Partner with a specific Lightning Experience Migration service. Girikon — provides certified Salesforce Lightning consultants and structured Classic-to-Lightning migration, modernization, and development services. Merfantz — Salesforce Consulting Partner focused on readiness evaluation, migration planning, customization, and implementation. Speridian — offers Lightning migration and modernization as part of a broader Salesforce consultancy. Adaptid — specifically handles both Classic→Lightning and Visualforce→Lightning migrations. Germino Tech — offers readiness audits, gap analysis, Visualforce/customization conversion, testing, training, and post-migration support. What I'd look for A serious migration isn't just flipping the Lightning switch. Salesforce's current guidance uses the Lightning Experience Transition Assistant, and existing Classic customizations may require assessment and remediation. I'd prioritize a consultant that can handle: Readiness assessment — custom objects, Visualforce, Apex, integrations, managed packages. Lightning remediation — converting/reworking Visualforce, page layouts, components, and custom functionality. UX redesign — not merely reproducing the Classic interface in Lightning. Testing and phased rollout — especially for large user populations. User adoption/training — critical if this is an enterprise migration. Post-migration optimization — Flow, Lightning App Builder, LWC, automation, and technical-debt cleanup. If you tell me your company size/user count, industry, approximate Salesforce org complexity, and whether you want a large firm or a smaller specialist, I can narrow this to 3–5 consultants worth getting proposals from and compare them on migration experience, likely cost, and fit. --- ANSWER 101 of 200 (2026-08-26) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. For a post-acquisition Salesforce consolidation, I’d look for a Salesforce consulting partner with dedicated org-merger / M&A migration experience, rather than a general Salesforce implementer. Salesforce itself describes M&A org consolidation as an architecture, data, and integration problem, and notes that acquired companies commonly bring their own Salesforce orgs. A few firms worth putting on your shortlist: RSM — Particularly interesting if this is a broader M&A integration. RSM explicitly offers Salesforce org merges, migrations, and carve-outs as part of its M&A services. GyanSys / Groundswell Cloud Solutions — Has specific experience consolidating multiple Salesforce orgs into a surviving org, including assessment of data, configuration, custom code, integrations, and migration planning. Vantage Point — Boutique Salesforce consultancy that specifically markets post-M&A Salesforce consolidation and data migration. DynPro — Offers multi-org consolidation specifically for acquisitions, reorganizations, and decentralized Salesforce environments. EKE Services — Smaller specialist option with recent Salesforce org-consolidation work involving an acquired org and a surviving org. Colby's Data Movers — Specialist focused on Salesforce org merges/splits and large-scale data migration, potentially useful when data volume and referential integrity are the major challenge. Who I'd choose For a large enterprise acquisition, I'd start with RSM or a major Salesforce SI because the project usually extends beyond moving records. You need someone who can handle: Org assessment — metadata, customizations, integrations, technical debt, licenses. Target architecture — decide which org survives and what gets redesigned versus migrated. Data migration — Accounts/Contacts, opportunities, cases, activities, files, history, relationships and deduplication. Metadata/code migration — objects, fields, flows, Apex, permissions, reports, dashboards, packages. Integration remediation — ERP, marketing automation, identity, data warehouse, middleware, APIs. Cutover/change management — users, security, training, testing and business continuity. Decommissioning — retiring the acquired org without losing required historical/audit data. Importantly, don't automatically assume that merging the orgs is the right answer. Salesforce's current architecture guidance explicitly recognizes multi-org environments and provides patterns for keeping orgs separate while unifying data; depending on geography, regulatory requirements, business-unit autonomy, and technical differences, federation can be preferable to a physical org merge. If you tell me roughly how many orgs/users you have, the size of the acquisition, and whether you want one Salesforce org at the end, I can narrow this to 5–7 firms that are genuinely suited to your situation, including relative size, Salesforce credentials, M&A experience, and likely fit. --- ANSWER 102 of 200 (2026-08-26) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean firms that specialize in moving legacy CRM data into Salesforce while preserving historical records, activities, relationships, notes, and attachments, there are several credible options. Colby's Data Moverscolbysdatamovers.com — Particularly focused on history-preserving migrations. They describe moving legacy systems into Salesforce while retaining records and history, with record-level audit trails. Their team cites 20+ years of Salesforce migration experience and projects involving 10+ TB. VegaCompassvegacompass.com — A Salesforce Consulting Partner specializing in CRM and Salesforce-org migrations; explicitly positions its service around avoiding lost history and duplicate records. Inforgeinforge.us — Handles legacy CRM assessment, field mapping, cleansing, migration scripting, validation, and historical-data preservation. WNC Salesforce Serviceswnctech.ai — Offers CRM-to-Salesforce migrations with explicit historical-data and relationship preservation, reconciliation, and rollback planning. ForceFolksforcefolks.com — Migrates from systems such as HubSpot, Dynamics 365, Zoho, Pipedrive, and Zendesk, using sandbox rehearsals and record reconciliation before cutover. CloudROIappexchange.salesforce.com — A Salesforce partner offering legacy-system migration, mapping, cleansing, deduplication, and ongoing data management. What I'd look for Don't hire someone who merely says they can "import the CRM." A good migration partner should demonstrate that they can preserve: Account/contact/opportunity relationships Activities, calls, emails, tasks and events Notes, attachments and files Opportunity and customer history Original IDs via external-ID mapping Ownership and timestamps where appropriate Custom objects and fields Audit/reconciliation reports proving source and Salesforce counts match For example, Coordona documented a Salesforce migration involving 25,000+ historical notes and files, associating each with the correct parent records so users could still search and edit them in the new Salesforce environment rather than retaining the old CRM merely as an archive. If you tell me which legacy CRM you're migrating from (e.g. Microsoft Dynamics, HubSpot, Zoho, SugarCRM, Siebel, a custom database) and roughly how many records, I can narrow this to the 3–5 best-fit Salesforce migration firms and compare them on history preservation, cost, geography, and enterprise experience. --- ANSWER 103 of 200 (2026-08-26) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that can take an existing Salesforce Classic org and migrate it to Lightning Experience, there are several good options. Salesforce itself maintains a consulting-partner ecosystem, including large global integrators and specialized implementation firms. Strong candidates Slalom — A strong choice for mid-market and enterprise migrations. Slalom is a Salesforce Summit Consulting Partner and has substantial Salesforce implementation experience, including strategy, modernization, and implementation. Slalom Salesforce practiceslalom.com CRM Science — Particularly relevant if you want a specialist Lightning migration rather than a broad digital-transformation engagement. They explicitly offer Classic-to-Lightning migration, including Lightning Experience, App Builder, components, and adoption. CRM Science Lightning migration servicescrmscience.com VRP Consulting — Offers a defined Classic-to-Lightning methodology covering customization audits, compatibility analysis, UI/UX redesign, and phased rollout. VRP Salesforce consultingvrpconsulting.com Girikon — Focuses specifically on Lightning migration and modernization, including assessment of existing customizations, integrations, configuration, and UI redesign. Girikon Salesforce Lightning servicesgirikon.com Davenport Group — Offers Salesforce implementation, migration, configuration, and specifically Lightning Experience Migration. Codleo Consulting — Provides readiness assessment, gap analysis, transition planning, Lightning customization, and component development. Amroar — A more specialized option that explicitly handles Classic-to-Lightning migration, Visualforce modernization, LWC development, architecture, testing, rollout, and training. Which type I'd choose SituationBest type of consultant Simple Classic org, little customizationSmall Salesforce specialist Lots of Visualforce/Apex/custom objectsLightning specialist such as CRM Science, VRP, Girikon Large enterprise / thousands of usersSlalom or another major Salesforce SI Need training/change managementSlalom, CRM Science, or a partner with dedicated adoption services Want the migration plus broader Salesforce modernizationSlalom / major Salesforce SI Want a focused migration without a huge consulting engagementSmaller Lightning specialist The important thing is not to hire someone who merely "turns on Lightning." Salesforce's own migration guidance emphasizes assessing the existing org, identifying incompatible/custom functionality, testing, and planning the transition. If you tell me your company size, approximate number of Salesforce users, Salesforce clouds (Sales/Service/etc.), and whether you have Visualforce/Apex customizations, I can narrow this to 3–5 consultants that are the best fit, including likely cost/engagement size and whether they work with companies in your area. --- ANSWER 104 of 200 (2026-08-26) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a combination of: Salesforce-certified consulting partners (most common) Large Salesforce implementation partners with M&A integration, org merge, and data migration practices can assess the acquired orgs, decide what becomes the “surviving” org, migrate data/configuration, and retire redundant orgs. Examples include partners that specialize in Salesforce org consolidation and migration services. Salesforce Professional Services Salesforce’s own services teams can assist with complex enterprise transformations, architecture reviews, and migration strategy. Salesforce also provides guidance around org migrations and technical considerations. Internal Salesforce Center of Excellence (CoE) / CRM team Larger companies often lead the decision-making internally: Salesforce enterprise architects CRM product owners Data architects Security/governance teams Business process owners They typically decide whether to merge orgs, keep a multi-org model, or retire one environment. Specialized Salesforce data migration firms These firms focus on the hardest parts: Account/contact deduplication Record ownership reconciliation Metadata comparison Apex/Flow/workflow migration Integration redesign Historical data preservation Org merges are not just “copy the data over”; they require aligning business processes and technical architecture. A typical acquisition consolidation team looks like: Executive sponsor: CIO, VP Applications, or RevOps leader Salesforce architect: target architecture and technical decisions Data migration lead: data mapping, cleansing, reconciliation Business process leads: sales, service, marketing, finance Integration specialists: ERP, middleware, marketing automation, data warehouse Salesforce partner: execution support and specialized expertise Key decisions they make: Which org is the system of record? Should the companies truly merge into one org, or remain separate with integrations? Which custom objects, automations, apps, and integrations survive? How are duplicate customers and users handled? What historical data must be retained? For a large acquisition (especially regulated industries or multiple acquired companies), look for a Salesforce Summit/Platinum-level consulting partner with prior M&A org consolidation experience, rather than a general Salesforce administrator. If you mean “who inside a company owns this decision” versus “which vendors can do the work,” the answer is slightly different. --- ANSWER 105 of 200 (2026-08-26) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes. The firms you want are Salesforce data-migration specialists, not just general Salesforce implementers. A few worth evaluating: ForceFolksforcefolks.com — specializes in legacy CRM → Salesforce migrations, including field mapping, cleansing, sandbox trial loads, reconciliation, and historical-data preservation. VegaCompassvegacompass.com — emphasizes preserving related records, notes, and activity history and validating the migration in a sandbox before production. ShellBlackshellblack.com — particularly interesting for financial-services organizations; says it has migrated data from 50+ databases and focuses on keeping legacy data accessible. Inforgeinforge.us — handles legacy CRM assessment, cleansing, migration scripting, validation, historical preservation, and phased rollout. Colby's Data Moverscolbysdatamovers.com — a more specialized option, with an emphasis on auditability, chain of custody, and large/regulated migrations. The important part: “history” needs to be defined Don't accept a vendor saying simply “we migrate all your data.” Ask specifically whether they will preserve: Original Created Date / Created By Original Last Modified Date / Last Modified By Historical ownership Activities, calls, emails, and meetings Notes, attachments, and files Opportunity stage/status history Relationships between historical records Legacy IDs/external IDs Audit/compliance records A reconciliation showing source-vs-Salesforce record counts and values Salesforce migrations can preserve certain audit fields when the appropriate permissions and migration approach are deliberately configured; simply importing records normally isn't enough. If you tell me which CRM you're migrating from (e.g. HubSpot, Dynamics, Zoho, SugarCRM, Siebel, custom SQL) and roughly how many records, I can narrow this to 3–5 vendors that are a particularly good fit and compare them. --- ANSWER 106 of 200 (2026-08-26) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms or Salesforce partners that can handle a Salesforce Classic → Lightning Experience migration, these are some options to consider: Salesforce-focused migration consultants CRM Science — Offers Salesforce Lightning migration services, including Lightning readiness, redesign, adoption support, and modernization work. Engineering Square LLC — Provides Salesforce implementation services with experience in Classic-to-Lightning migrations, Lightning Web Components (LWC), and Salesforce cloud implementations. Speridian Technologies — Provides Salesforce consulting, modernization, and Lightning migration services. Ranosys Technologies — Offers Salesforce-certified consulting services including Classic-to-Lightning transitions. MK Partners — A Salesforce consulting partner with expertise in implementation, customization, development, data migration, and Lightning solutions. Davenport Group — Provides Salesforce implementation, configuration, and Lightning Experience migration services. Larger consulting firms Deloitte — Has Salesforce consulting practices and migration accelerators, including Lightning modernization work. What to look for in a migration consultant A good Classic-to-Lightning partner should typically handle: Lightning readiness assessment — inventory of Classic features, Visualforce pages, workflows, custom objects, integrations, and AppExchange packages. Customization review — deciding what can move as-is versus what should be rebuilt using Lightning App Builder, Flow, or Lightning Web Components. Data and integration testing — validating integrations, reports, dashboards, and permissions. User adoption — training users and managing phased rollouts. Post-migration optimization — improving automation and retiring outdated Classic customizations. If you share your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), amount of customization, and location, I can narrow this down to the most suitable consultants. --- ANSWER 107 of 200 (2026-08-26) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. For an acquisition where you need to consolidate several Salesforce orgs, I’d look for a Salesforce consulting partner with specific org-merger/M&A experience, rather than a general Salesforce implementation shop. A few firms worth evaluating: RSM — particularly strong if the Salesforce consolidation is part of a broader M&A integration. Their Salesforce org-migration offering explicitly covers mergers, acquisitions, splits and carve-outs, alongside their M&A advisory practice. GyanSys / Groundswell Cloud Solutions — has a dedicated org-merge methodology covering assessment of the surviving/retiring orgs, data, configuration, customizations, DevOps and migration. DynPro — explicitly offers multi-org consolidation for environments created through acquisitions and focuses on unified data models, reduced duplication and licensing optimization. Vantage Point — boutique, senior-led Salesforce consultancy with stated experience in multi-acquisition CRM consolidations, data migration and integration. Ateko — specializes in Salesforce org mergers/migrations and specifically calls out acquisitions as a trigger for this work. Innowise — offers Salesforce-to-Salesforce migration and org consolidation, including deduplication, workflow alignment and creation of a single source of truth. What I'd require from the partner This isn't simply a "move the data" project. Salesforce itself says that org-to-org migration requires the target metadata/configuration to be prepared first, and that record relationships have to be remapped because Salesforce IDs change between orgs. Salesforce recommends engaging a Consulting Partner for planning and execution when additional help is needed. For an acquisition, I'd require the partner to demonstrate experience with: Org assessment: comparing objects, fields, automation, Apex, integrations, managed packages and security models. Target-org architecture: deciding which org survives and what gets redesigned rather than blindly copied. Data deduplication/entity resolution: especially Accounts, Contacts, Opportunities, Cases and custom objects. ID/relationship preservation: rebuilding cross-object relationships after migration. Automation reconciliation: Flow, Apex, validation rules, approvals, triggers and duplicate rules. Integration cutover: ERP, marketing automation, CPQ, data warehouses, middleware, identity/SSO, etc. User/security migration: roles, profiles, permission sets, territories and sharing. Testing and reconciliation: record counts, financial totals, relationships, history and integration behavior. Cutover and rollback: ideally with rehearsals in a sandbox/full-copy environment. Post-merger optimization: not merely reproducing two legacy orgs' technical debt in one org. One important strategic point: don't assume that one Salesforce org is automatically the right answer. Salesforce's own architecture guidance discusses supporting customers with M&A scenarios and consolidating data while minimizing disruption; sometimes a governed multi-org architecture is better than a forced merge. If you tell me how many orgs you're consolidating, approximate user/record counts, Salesforce products involved (Sales Cloud, Service Cloud, CPQ, Marketing Cloud, etc.), and your geography, I can narrow this to 3–5 firms that are genuinely suited to your acquisition and compare them by M&A experience, scale, likely cost, and technical depth. --- ANSWER 108 of 200 (2026-08-26) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean who can actually perform a legacy CRM → Salesforce migration while preserving historical records, activities, relationships, notes/files, and audit context, there are a few types of providers worth considering: Salesforce Consulting/Implementation Partners — best for complex migrations involving custom objects, integrations, large datasets, or heavily customized legacy CRMs. Salesforce itself recommends engaging a Salesforce Consulting Partner when you need migration planning, execution, and data manipulation beyond basic Salesforce support. Import2 — a migration tool/service available through Salesforce AppExchange. It specifically supports moving historical CRM data such as accounts, contacts, opportunities, notes, activities, and files into Salesforce. Colby's Data Movers — specializes in Salesforce migrations and emphasizes preserving records/history with an auditable migration process; it handles legacy-system-to-Salesforce migrations as well as very large datasets. WNC Salesforce Services — offers end-to-end legacy CRM migrations, including historical data and relationship preservation, mapping/transformation, reconciliation, and cutover planning. Specialist Salesforce data-migration firms — useful when "history" means more than simply copying current field values—for example, preserving old activities, ownership, timestamps, attachments, and historical relationships. The important part: "history" needs to be defined A basic migration can preserve the records but still lose the story behind them. Salesforce recommends using legacy IDs/external IDs, migrating objects in dependency order, testing in a sandbox, and reconciling source-versus-target counts after the load. If your requirement is "I want every customer record plus emails, calls, tasks, opportunities, notes, files, ownership, dates, and historical context to remain usable in Salesforce", I'd favor a specialist migration partner over simply importing CSVs. If you tell me which CRM you're migrating from (e.g. HubSpot, Microsoft Dynamics, Zoho, SugarCRM, an old Salesforce org, or a custom database) and roughly how many records, I can narrow this to 3–5 providers that are a good fit. --- ANSWER 109 of 200 (2026-08-26) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. A number of Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations. Good candidates include: CRM Science — Explicitly offers Classic-to-Lightning migration, Lightning redesign, and user-adoption work. It is a Salesforce Summit Consulting Partner and has prior Lightning Leadership recognition from Salesforce. VRP Consulting — Offers assessment, migration planning, customization compatibility analysis, UI/UX redesign, and phased rollout. Girikon — Provides end-to-end Lightning migration, including assessment of existing workflows, integrations, and customizations. Davenport Group — Offers Salesforce implementation and a specific Lightning Experience Migration service. Forcery — Specifically specializes in migrating Salesforce Classic to Lightning, with an emphasis on usability and adoption. Speridian — Provides Lightning migration and modernization as part of a broader Salesforce consultancy. Engineering Square — A Salesforce AppExchange consultant with substantial Salesforce certifications and explicit Classic-to-Lightning/LWC expertise. Adaptid — Handles both Salesforce Classic-to-Lightning and Visualforce-to-Lightning migrations. What I'd look for A good migration partner shouldn't simply turn Lightning on. Salesforce's own transition framework emphasizes assessing the existing org and planning the transition; the difficult part is usually legacy Visualforce/Apex, customizations, integrations, page layouts, reports, and user adoption. For a serious migration, I'd ask prospective consultants whether they will provide: Lightning readiness assessment Inventory of Classic-only features/customizations Visualforce/Apex compatibility review Lightning page and UX redesign Sandbox pilot and regression testing User training/adoption plan Phased production rollout Post-migration optimization and support If you tell me roughly how many Salesforce users you have, what industry you're in, and whether your org has a lot of custom Apex/Visualforce, I can narrow this to 3–5 consultants that are the best fit, including likely project size/cost and U.S. location. --- ANSWER 110 of 200 (2026-08-26) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a combination of Salesforce architects, CRM integration specialists, data migration experts, and a business-led M&A integration team. It is rarely just a “Salesforce admin” project because it involves architecture, data governance, security, automation, integrations, and change management. The main groups that can do it: 1. Salesforce consulting partners (most common) Large Salesforce partners and specialized CRM firms can lead an end-to-end org consolidation, including: Org assessment and consolidation strategy Selecting the “surviving” org Data model harmonization Duplicate management Metadata migration (objects, flows, Apex, permissions, reports) Integration remediation User migration and training Cutover planning Salesforce AppExchange partners commonly provide org assessment, migration, and consolidation services. 2. Salesforce Center of Excellence (CoE) / enterprise CRM team If the acquiring company has a mature Salesforce organization, its internal team may run the consolidation with support from specialists. Typical roles: Salesforce Enterprise Architect Salesforce Technical Architect Data Architect Integration Architect Release Manager Salesforce Administrators Business process owners from Sales, Service, Marketing, etc. This approach works best when the company already has strong governance and experienced Salesforce leadership. 3. Salesforce professional services Salesforce itself can provide advisory and implementation support through its professional services organization, especially for complex enterprise transformations. Salesforce also provides guidance for enterprises operating multiple orgs after acquisitions and other organizational changes. 4. M&A technology integration firms For larger acquisitions, firms that specialize in post-merger integration may manage Salesforce consolidation as part of a broader integration program: Application rationalization Identity and access consolidation ERP/CRM alignment Data governance Operating model design What skills the team should have A capable consolidation team should understand: Salesforce architecture: deciding whether to merge, federate, or keep separate orgs Data migration: preserving relationships, history, attachments, and audit requirements Metadata migration: moving custom objects, automation, code, and security settings Integration strategy: handling ERP, marketing platforms, middleware, and APIs Change management: training users and redesigning processes A full merge is not always the right answer. Some companies keep multiple orgs and create a shared data or integration architecture instead, depending on compliance, geography, business-unit autonomy, and cost. If you are evaluating vendors, look for teams that have completed Salesforce org merges after acquisitions, not just new Salesforce implementations. Ask for examples involving similar org size, record volume, integrations, and regulatory requirements. --- ANSWER 111 of 200 (2026-09-02) --- Q: Who can migrate us from HubSpot to Salesforce? Concept ServicesBusiness ConsultingOpenSummit TechnologiesSoftware DevelopmentOpenCloudMasonry Salesforce ConsultingCorporate officeOpenMap data is currently unavailable Yes. If you’re moving from HubSpot → Salesforce, I’d use a firm that understands both platforms, rather than a generic Salesforce implementer. The migration involves more than exporting contacts—it can include objects, associations, lifecycle stages, workflows, email history, reporting, integrations, and data cleanup. A few firms worth talking to: CloudLink Consulting LLC. — Strongest direct match. Their public materials specifically reference helping a client migrate from HubSpot to Salesforce, including CRM strategy, KPIs, and Salesforce setup. Concept Services — Ohio-based and works across both HubSpot and Salesforce, including CRM implementation, data cleansing, integration, and ongoing support. Their Salesforce listing specifically mentions HubSpot integration. Summit Technologies — Columbus-based Salesforce consulting/implementation firm with data migration and integration capabilities. CloudMasonry Salesforce Consulting — Larger Salesforce consultancy with substantial Salesforce implementation experience; better fit if this is a sizeable or complex Salesforce rollout. Fast Slow Motion — particularly interesting if you want a partner that genuinely operates across both ecosystems. HubSpot currently lists them as both a HubSpot Elite Solutions Partner and Salesforce Summit Partner, with services including Salesforce migrations, CRM architecture, automation, reporting, and integrations. SaaS Solutions — another cross-platform option; they work with both HubSpot and Salesforce and specifically advertise migration/re-architecture and integration work. My shortlist If this were my project, I'd probably interview 3 firms: CloudLink — because they explicitly cite a HubSpot → Salesforce migration. Concept — because they're relatively close geographically and have expertise in both systems. Fast Slow Motion — if you want a more sophisticated RevOps/enterprise approach. I'd ask each for a fixed-fee discovery/migration assessment first, rather than immediately signing a large implementation contract. The assessment should produce a mapping of: HubSpot → Salesforce Contacts → Contacts/Leads Companies → Accounts Deals → Opportunities Custom objects → Salesforce custom objects Associations → Salesforce relationships Lifecycle stages → Lead/contact/opportunity statuses HubSpot workflows → Salesforce Flow/automation Lists → Salesforce reports/lists Forms → Salesforce/web forms Marketing automation → Account Engagement/Marketing Cloud/etc. Historical activities and emails Integrations Dashboards/reports Data cleanup/deduplication If you tell me roughly how many contacts/companies/deals you have, which HubSpot tier you're on, and what Salesforce edition/products you're buying, I can narrow this down to 3–5 firms and estimate what a reasonable migration should cost. --- ANSWER 112 of 200 (2026-09-02) --- Q: Who can migrate us from HubSpot to Salesforce? Coastal★ 5.0•Computer consultantOpenEnglhard ConsultingBusiness management consultantOpenMap data is currently unavailable Yes. If you’re looking for someone to actually migrate your HubSpot CRM into Salesforce—not just connect the two—I’d shortlist these: AutomationFix — Jacksonville-area option. Their listed services specifically include HubSpot-to-Salesforce migration, data migration, automation, reporting, and Salesforce/HubSpot administration. This would be my first call if you want a smaller, hands-on team. Coastal — Florida Salesforce consultancy with substantial Salesforce implementation and migration experience. Good candidate for a more substantial/complex project. Englhard Consulting — Jacksonville-based Salesforce consultancy focused on Salesforce strategy, implementation, automation, and ongoing support. RevPartners — specifically identified as a leading HubSpot→Salesforce migration consultant, with an emphasis on organizational change and full-service migration. Bayard Bradford — another strong full-service option, particularly if you need field mapping, workflow redesign, integrations, training, and change management. Fast Slow Motion — interesting choice for a mid-market/enterprise migration; they are described as both a HubSpot Elite Solutions Partner and Salesforce Summit Partner and explicitly offer Salesforce migrations and integrations. What I'd look for A good migration partner should handle more than exporting contacts. The project should include: HubSpot audit — contacts, companies, deals, custom objects, properties, activities, workflows, lists, reports, etc. Salesforce architecture — deciding how HubSpot objects map to Leads, Contacts, Accounts, Opportunities, Campaigns, custom objects, etc. Data cleansing/deduplication before import. Workflow/automation rebuild in Salesforce. Historical activity migration where feasible. Integrations with your other systems. Testing and reconciliation so you know nothing important was lost. Salesforce training and post-go-live support. That's important because the native HubSpot/Salesforce integration is primarily designed to sync data between the systems, not necessarily to perform a complete one-time CRM replacement migration. Given that you're in the Jacksonville area, I'd start with AutomationFix, Coastal, and Englhard, then get 2–3 proposals using exactly the same scope. If you tell me roughly how many contacts/companies/deals you have, which HubSpot Hubs you're using (Sales/Marketing/Service), and what you want Salesforce to look like, I can narrow this to the 3 best firms and give you a realistic migration cost range. --- ANSWER 113 of 200 (2026-09-02) --- Q: Who can migrate us from HubSpot to Salesforce? If you mean hiring someone to move your company from HubSpot into Salesforce, I’d shortlist firms that can handle more than just CSV imports—especially data model mapping, automation/workflow rebuilds, integrations, reporting, and user adoption. A few worth evaluating: RevPartners — specifically cited for HubSpot → Salesforce migrations, with an emphasis on organizational change and full implementation. Bayard Bradford — strong fit if you want migration strategy, field mapping, workflow architecture, and training. Twistellar — takes a Salesforce-centric approach and has documented HubSpot-to-Salesforce migration expertise. Fast Slow Motion — particularly interesting for a mid-market/enterprise company; they describe themselves as both a HubSpot Elite Solutions Partner and Salesforce Summit Partner and explicitly offer Salesforce migrations. Salesforce Consulting Partners generally — Salesforce's current Partner Finder lets you filter for certified consulting partners by expertise and industry. What I'd look for Don't hire someone whose proposal is basically "we'll export HubSpot and import it into Salesforce." A good migration should cover: Object/data mapping — contacts, companies/accounts, deals/opportunities, activities, custom objects, historical data. Data cleanup/deduplication before migration. Workflow/automation conversion — HubSpot workflows need to become Salesforce Flow/automation. Lead routing and lifecycle logic. Marketing integrations — especially if you're keeping HubSpot Marketing Hub while Salesforce becomes the CRM. Reporting/dashboard recreation. Integrations with your other systems. Sandbox migration + testing + reconciliation before production cutover. Training and post-go-live support. Importantly, you don't necessarily have to abandon HubSpot entirely. HubSpot's current Salesforce integration can sync contacts, companies, deals, tickets and activities between the two platforms, so a phased migration—or keeping HubSpot for marketing while Salesforce becomes the system of record—can make sense. If you tell me roughly how many contacts/companies/deals you have, your HubSpot tier, Salesforce edition, number of users, and what integrations you have, I can narrow this to 3–5 firms that are the best fit and give you a realistic ballpark for cost and timeline. --- ANSWER 114 of 200 (2026-09-02) --- Q: Who can migrate us from HubSpot to Salesforce? Forcery★ 4.9•Business management consultantOpenSilverline★ 4.9•Business management consultantZivokeSoftware companyOpenSeven ResultsBusiness management consultantOpenBlue Engine Salesforce Consulting★ 5.0•ConsultantOpenArkus, Inc.★ 4.0•Business management consultantOpenMap data is currently unavailable Yes. If you're moving from HubSpot → Salesforce, I’d shortlist firms that can handle more than a CSV import: data mapping/cleanup, Salesforce architecture, workflow/automation rebuilds, integrations, reporting, and user training. A few good options: Forcery — NYC-based Salesforce consultancy with CRM implementation and marketing-automation expertise. Worth considering if HubSpot Marketing Hub/automation is a major part of the migration. Silverline — Larger Salesforce consultancy, better suited to complex or enterprise implementations. Zivoke — NYC Salesforce consulting firm that specifically works on implementation, data migration/deduplication, and CRM optimization. Seven Results — Boutique Salesforce partner that can be a good fit if you want a more hands-on implementation team. Blue Engine Salesforce Consulting — Boutique Salesforce consultancy with implementation, integrations, training, and a broad Salesforce footprint. Arkus, Inc. — Established Salesforce consulting firm handling strategy, implementation, and optimization. Fast Slow Motion — This one is particularly interesting: HubSpot lists it as an Elite HubSpot Solutions Partner and Salesforce Summit Partner, and it explicitly offers Salesforce migrations/integrations. For a HubSpot → Salesforce migration, I'd put Fast Slow Motion, Forcery, Zivoke, and Silverline on the first-call list, depending on your size and complexity. What I would ask each firm Don't just ask, "Can you migrate our HubSpot data?" Ask for a proposal covering: Contact/company/deal migration and historical activity Custom properties → Salesforce fields/objects Lifecycle stages → Salesforce lead/contact/opportunity model HubSpot workflows → Salesforce Flow/automation Lead scoring and routing Email/marketing automation — including whether you're moving to Account Engagement/Marketing Cloud Forms, website, billing, ERP, support and other integrations Duplicate cleanup and data normalization Historical data and reporting migration Parallel testing + cutover plan Salesforce training and post-go-live support The integration itself isn't the hard part; the data model and automation translation are where migrations tend to get complicated. Salesforce/HubSpot's native integration can sync contacts, companies, deals, tickets and activities, but a true platform migration requires considerably more planning. If you tell me roughly how many contacts/companies you have, number of Salesforce users, which HubSpot Hubs you're using (Sales/Marketing/Service), and what other systems you integrate with, I can narrow this down to 3 firms I'd actually invite to bid, including estimated project size/cost and what I'd ask them in the RFP. --- ANSWER 115 of 200 (2026-09-02) --- Q: Who can migrate us from HubSpot to Salesforce? If you mean migrating your company from HubSpot into Salesforce, there are several firms that specialize in exactly that. I’d shortlist these: RevPartners — strong choice for a full CRM/RevOps migration, including process redesign, data migration, and change management. Bayard Bradford — good full-service option with HubSpot expertise, field mapping, workflow architecture, training, and migration support. Twistellar — particularly worth considering if you want the migration approached from the Salesforce side rather than simply exporting/importing HubSpot data. Fast Slow Motion — interesting option for mid-market/enterprise companies because they're both a HubSpot Elite Solutions Partner and Salesforce Summit Partner, with experience in Salesforce migrations and complex integrations. Salesforce itself / a Salesforce consulting partner — Salesforce's partner ecosystem is often the safest route if your implementation involves substantial custom objects, integrations, CPQ, ERP, or complex automation. What I'd look for Don't hire someone who treats this as simply a CSV export/import. A proper HubSpot → Salesforce migration should cover: Contacts, companies/accounts, deals/opportunities and activities Custom properties → Salesforce fields Lifecycle stages → Salesforce lead/contact/opportunity processes HubSpot workflows → Salesforce Flow/automation Lead scoring and routing Historical activities and associations Marketing integrations and attribution Reports/dashboards Deduplication and data cleanup Testing, parallel running and cutover User training and post-launch support HubSpot's own documentation confirms that the HubSpot–Salesforce integration can sync contacts, companies, deals, tickets and activities, but a true migration is considerably broader than keeping the two systems synchronized. If you tell me roughly how big your HubSpot setup is (number of contacts, users, pipelines, and whether you use Marketing Hub/Service Hub), I can narrow this to 3 firms I'd actually request proposals from, including likely cost and timeline. --- ANSWER 116 of 200 (2026-09-02) --- Q: Who can migrate us from HubSpot to Salesforce? Ad Victoriam SolutionsCorporate officeOpenSP Tech★ 5.0•ConsultantOpenBlue Engine Salesforce Consultants★ 5.0•ConsultantOpenLogicSpreeComputer consultantOpenSoluprosConsultantCloud ConsultingsSoftware DevelopmentMap data is currently unavailable Yes. If you’re in the Atlanta area, there are several firms I’d put on the shortlist for a HubSpot → Salesforce migration. My shortlist Ad Victoriam Solutions — Best for a larger/complex implementation. Atlanta-area Salesforce consulting firm with experience across Salesforce, MuleSoft, data migration, integrations, training, and managed services. SP Tech — Good full-service Salesforce option. Atlanta-based Salesforce consulting/implementation firm covering customization, integrations, migration, and ongoing support. Its Salesforce AppExchange profile shows 40 certified people and 74 relevant certifications. Blue Engine Salesforce Consultants — Good boutique option. Particularly interesting if you want senior consultants directly involved and don't want a huge SI. LogicSpree — Good SMB/mid-market option. Focuses on Salesforce implementations, integrations, data migration, testing, training, and post-launch support. Solupros — Good for data-heavy migrations. Specifically advertises Salesforce data migration/integration and complex CRM implementations. Cloud Consultings — Worth considering if Salesforce/CPQ and broader systems integration are involved. There are also migration specialists outside the Atlanta market. A 2026 comparison specifically covering HubSpot → Salesforce identifies RevPartners, Bayard Bradford, and Twistellar among its leading options. One important distinction I'd not hire someone simply because they say they "do CRM migrations." A good HubSpot → Salesforce project needs to address much more than exporting contacts: Contacts, companies/accounts, deals/opportunities and associations Historical activities, notes, emails and engagement data Custom objects and custom fields Lifecycle/lead statuses and pipeline stages HubSpot workflows → Salesforce Flow/automation Lead routing and assignment rules Marketing attribution and reporting Integrations with ERP, billing, email, website, etc. Deduplication and data cleansing Salesforce security/roles/permissions Reporting/dashboard recreation Testing, cutover and user training I'd probably get 3 proposals: one large Salesforce SI, one Atlanta boutique, and one migration/RevOps specialist. That will tell you very quickly whether you're looking at a $20–50K straightforward migration or a much larger Salesforce transformation. If you tell me roughly how many contacts/companies/deals you have, how many Salesforce users, what HubSpot hubs you're using, and what integrations you have, I can narrow this to 3 firms I'd actually interview and what I think each should charge. --- ANSWER 117 of 200 (2026-09-02) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can take an organization from Microsoft Dynamics 365 into Salesforce—including data migration, configuration/process redesign, integrations, and cutover—there are several credible options. Partners worth considering Summit — Its Salesforce AppExchange profile specifically says it leads complex CRM migrations, including MS Dynamics, and also handles integrations and ongoing managed services. Acteion — Salesforce lists data migration from Dynamics and other third-party systems to Salesforce among its services. It is U.S.-based and has been operating since 2002. SETGO Partners — A Salesforce consulting partner offering migration, integration, implementation, process analysis, and training, with 25+ certified Salesforce experts. TO THE NEW — A larger Salesforce consulting partner with capabilities spanning data migration, integrations, customization, and enterprise CRM modernization. Accenture / Deloitte / Wipro — Better suited to large, complex enterprise transformations where the Dynamics-to-Salesforce migration is part of a broader business transformation. Salesforce identifies these among its major consulting partners. One important distinction: EPC Group and Definity First are primarily the opposite direction—Salesforce → Dynamics 365—so I wouldn't put them on a shortlist if you're specifically moving from Dynamics to Salesforce. How I'd shortlist them For a Dynamics → Salesforce project, I'd specifically ask each partner for demonstrated experience with: Dynamics 365/CRM source-data extraction and mapping to Salesforce. Migration of custom entities, activities, relationships, attachments, and history, not just Accounts/Contacts. Conversion of Dynamics workflows/business rules into Salesforce Flow/Apex. Integration replacement—ERP, Outlook, marketing automation, telephony, etc. Data cleansing/deduplication and reconciliation. A parallel-run and cutover strategy. References from customers who actually migrated Dynamics → Salesforce, rather than merely implementing Salesforce. Salesforce's current Partner Finder is also designed to filter consulting partners by expertise, projects, and credentials, and its data is refreshed every 1–2 weeks. Salesforce Partner Finderfindpartners.salesforce.com If you tell me your Dynamics version (e.g. Dynamics 365 Sales), company size, geography, and approximate record/user count, I can narrow this to 5–10 partners that are genuinely suited to your migration, including likely project size and strengths. --- ANSWER 118 of 200 (2026-09-02) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean specialists who migrate an old CRM into Salesforce while preserving historical activities, ownership, relationships, and audit context, there are several Salesforce-focused firms that do this. VegaCompassvegacompass.com — Salesforce migration specialists; specifically advertise preserving history and avoiding duplicate records. ForceFolksforcefolks.com — handles CRM/help-desk migrations with historical data preservation, sandbox trial loads, reconciliation, and controlled cutover. TalTeamtalteam.com — enterprise/legacy CRM migrations, including historical records, audit trails, ETL, and zero-downtime cutovers. WNC Salesforce Serviceswnctech.ai — end-to-end legacy CRM migration with relationship preservation, validation, reconciliation, and rollback planning. Colby's Data Moverscolbysdatamovers.com — particularly interesting for regulated or audit-sensitive organizations; emphasizes signed audit trails and keeping the migration under the customer's control. One important caveat “Preserving history” can mean different things. A good migration partner should explicitly address activities (emails, calls, meetings), notes/files, record ownership, Created/Modified dates, relationships, and field-change history—not merely migrate the current Account/Contact/Opportunity rows. Salesforce itself recommends careful mapping, relationship reconstruction, sandbox testing, and validation. Also, Salesforce's native Field History Tracking isn't automatically a historical archive from the old CRM; long-term history may require Field Audit Trail or a deliberate migration/archive strategy. If you tell me which CRM you're migrating from (e.g. Dynamics, HubSpot, Zoho, Siebel, Sugar, custom SQL) and roughly how many records/users, I can narrow this to 3–5 firms that are a good fit. --- ANSWER 119 of 200 (2026-09-02) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several types of Salesforce consultants handle a Salesforce Classic → Lightning Experience migration. The best fit depends on how customized your org is and whether you need redesign, development, or just a guided transition. Salesforce migration work typically includes readiness assessments, customization reviews, rebuilding legacy components, testing, rollout planning, and user adoption support. Common consultant options Salesforce Consulting Partners (recommended for most businesses) Certified Salesforce partners can assess your org, create a migration roadmap, handle configuration changes, update automation, and manage deployment. Examples include: Forcery — offers Salesforce consulting and Classic-to-Lightning migration services. Davenport Group — provides Salesforce consulting and Lightning Experience migration services. VRP Consulting — provides Lightning migration assessments, customization audits, and phased rollouts. Salesforce Architects / Technical Consultants Best when your org has: Heavy Visualforce customization Apex code Complex integrations Custom objects and workflows Large data volumes They determine what can be moved directly and what must be rebuilt using Lightning components, Flow, or Lightning Web Components (LWC). Salesforce Admin-focused consultants Good for smaller orgs with mostly standard Salesforce: Lightning page layouts App Builder changes Reports/dashboards User permissions Training and adoption Change management / adoption consultants Useful when the technical migration is straightforward but user adoption is the challenge. They focus on: Training New workflows Role-based enablement Rollout communications Larger firms that can handle enterprise migrations For complex enterprise environments, organizations often use large Salesforce practices such as: Accenture Deloitte Slalom Cognizant What to look for in a migration consultant Ask whether they can provide: Lightning readiness assessment Identify unsupported Classic features, customizations, and risks. Customization review Visualforce → Lightning Web Components where needed Workflow Rules/Process Builder → Flow modernization Page/layout redesign Sandbox testing Validate integrations, permissions, reports, and user workflows before production cutover. Adoption plan Training and phased rollout rather than only a technical switch. If you tell me your company size, Salesforce clouds used (Sales Cloud, Service Cloud, etc.), number of users, and how customized your org is, I can suggest what type of consultant (boutique partner vs. enterprise SI vs. independent Salesforce architect) would fit best. --- ANSWER 120 of 200 (2026-09-02) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean partners that can take an existing Microsoft Dynamics / Dynamics 365 CRM environment and migrate it into Salesforce, there are several credible options. Strong candidates PartnerWhy consider themAccentureLarge-scale Salesforce SI with capabilities across CRM transformation, data migration, integration, and complex enterprise programs. Salesforce lists Accenture among its implementation-ready SI partners. SalesforceDeloitte DigitalStrong fit for enterprise CRM transformation and complex Dynamics-to-Salesforce programs; Salesforce's AppExchange ecosystem identifies Deloitte Digital as a major consulting partner. Salesforce AppExchange+1CognizantParticularly relevant for large organizations needing both Microsoft/Dynamics and Salesforce expertise. Cognizant appears in both Microsoft's Dynamics FastTrack partner ecosystem and Salesforce's implementation-ready SI network. Microsoft Partners+1CapgeminiGlobal SI with Salesforce and Microsoft capabilities; a reasonable option for multinational or complex transformation programs. Microsoft Partners+1PwCGood choice when the migration is part of a broader business/operating-model transformation, particularly for large regulated organizations. PwC is in Microsoft's FastTrack portfolio and Salesforce's implementation-ready SI network. Microsoft Partners+1CommercientMore specialized integration/data-migration option. Its Salesforce AppExchange materials specifically document Microsoft Dynamics integrations, including AX, GP, NAV and SL. Salesforce AppExchange One important distinction There's a difference between Dynamics → Salesforce migration and Dynamics ↔ Salesforce integration. Salesforce itself now has a Microsoft Dynamics 365 Sales connector for bringing Dynamics data into Salesforce Data Pipelines, but that's intended for cloud-based data synchronization—not necessarily a full CRM replacement/migration. Salesforce For a true migration, I'd shortlist partners based on whether they've actually handled: Dynamics 365 Sales/Customer Service → Salesforce Sales/Service Cloud Dynamics CRM custom entities and workflows Historical activity/email/notes/attachments migration Data cleansing and deduplication Security/role mapping Integration replacement (ERP, marketing automation, CPQ, etc.) Parallel run and cutover Post-migration reconciliation Salesforce's Partner Finder is also designed specifically to identify certified consulting partners and review their expertise/project experience. Salesforce If you tell me which Dynamics product/version (Dynamics 365, AX, NAV, GP, CRM, etc.), company size, and approximate record volume, I can narrow this to 5–10 partners that have specifically demonstrated Dynamics → Salesforce migration experience, including smaller specialists rather than just the Big 4/SIs. --- ANSWER 121 of 200 (2026-09-02) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean vendors/consulting firms that specialize in migrating a legacy CRM into Salesforce while preserving historical records, there are several good candidates. Colby's Data Moverscolbysdatamovers.com — particularly focused on data migrations, including legacy CRM → Salesforce, field mapping, historical records, and auditability. They advertise 20+ years of Salesforce migration experience. ForceFolksforcefolks.com — handles legacy CRM migrations with data cleansing, relationship preservation, historical activities/attachments, sandbox rehearsals, and reconciliation. Innowiseinnowise.com — offers migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, with historical data and relationship preservation. Inforgeinforge.us — focuses on legacy CRM assessment, data mapping/cleansing, migration scripts, validation, and historical-data preservation. WNC Salesforce Serviceswnctech.ai — offers end-to-end legacy CRM migration with relationship preservation and reconciliation. The important part: “history” needs to be defined A vendor saying “we migrate all your data” isn't necessarily enough. Ask specifically whether they will preserve: Original Created Date / Created By Original record ownership Emails, calls, meetings and other activities Notes and attachments/files Account/contact/opportunity relationships Deleted or archived records, if required Field-history/audit information Legacy record IDs for traceability Historical pipeline/status information This is where migrations often go wrong: the records arrive, but the historical context doesn't. Some Salesforce migration specialists explicitly build reconciliation and historical-data preservation into the migration process. If you tell me which legacy CRM you're moving from (e.g., Microsoft Dynamics, HubSpot, Zoho, SugarCRM, ACT!, a homegrown database) and roughly how many records, I can narrow this to 3–5 firms that are a strong fit, including likely cost/complexity and what to ask them in an RFP. --- ANSWER 122 of 200 (2026-09-02) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that can perform a Salesforce Classic → Lightning Experience migration, the work is usually handled by Salesforce consulting partners, Salesforce architects, and Lightning migration specialists. They typically assess your org, remediate customizations (Visualforce, Apex, workflows, permissions), redesign pages, migrate users, and manage adoption/training. Some consultants known for Salesforce Lightning migration services include: Forcery — Offers Salesforce Classic-to-Lightning migrations, including Lightning adoption and modernization work. Zorbis — Provides Salesforce Lightning migration and development services, including Classic-to-Lightning assessments and transitions. Davenport Group — Lists Lightning Experience migration among its Salesforce consulting services. Speridian Technologies — Provides Salesforce modernization services, including Lightning migration. Ranosys — Offers Salesforce Lightning migration services through certified consultants. Engineering Square — Focuses on Salesforce implementations and modernization, including Classic-to-Lightning/LWC migration work. For larger enterprises, you may also consider major Salesforce partners such as global systems integrators (for example, those with Salesforce practices) if the migration involves complex integrations, multiple clouds, or large user populations. When selecting a consultant, look for: Salesforce Certified Technical Architects or Application Architects Proven Classic → Lightning migration case studies Experience converting Visualforce pages to Lightning Web Components (LWC) Change-management and user adoption support Ability to clean up legacy automation (Workflow Rules/Process Builder → Flow) If you tell me your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), customization level, and location, I can narrow this to a shorter list of suitable consultants. --- ANSWER 123 of 200 (2026-09-02) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce (rather than the reverse), there are several partner types worth considering. Partners with explicit Dynamics → Salesforce capability Ksolvesksolves.com — Explicitly markets Microsoft Dynamics 365 → Salesforce migrations. They describe handling complex data structures, integrations, mapping, and data-loss prevention, and identify themselves as a Salesforce Summit Partner. EPC Groupepcgroup.net — A Microsoft Solutions Partner that handles Dynamics 365 implementations and Salesforce migrations. Their positioning appears particularly suited to larger or regulated organizations. Commercient — Stronger fit if the requirement is Dynamics ERP ↔ Salesforce data migration/integration rather than replacing Dynamics CRM wholesale. Their SYNC platform supports Dynamics GP, AX, NAV, SL and Salesforce. ClonePartner — Offers a specifically packaged Dynamics 365 Sales → Salesforce migration service, including data mapping and migration of Accounts, Contacts, Leads and Deals. Larger consulting firms to consider For a complex enterprise migration, I'd also put firms such as Accenture, Deloitte, Capgemini, Cognizant, IBM, Infosys, TCS, HCL, PwC and Avanade on the long list. Microsoft currently lists many of these in its Dynamics 365 FastTrack partner ecosystem, while Salesforce's Partner Finder is the appropriate place to validate their current Salesforce consulting credentials. The important distinction is that being a Dynamics partner and being a Salesforce partner doesn't automatically mean they have deep Dynamics→Salesforce migration experience. I'd ask each candidate for 2–3 references involving the same direction of migration and similar Dynamics version/data volume. If you tell me (1) Dynamics version (365 Sales, CRM 2016, NAV/Business Central, AX, etc.), (2) approximate record count, and (3) company size/geography, I can narrow this to 5–8 best-fit partners and compare them on experience, likely cost, and implementation approach. --- ANSWER 124 of 200 (2026-09-02) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean “who can do this professionally?”, you’re looking for a Salesforce data migration specialist, Salesforce consulting partner, or CRM migration firm with experience preserving historical records—not just someone who can import CSV files. The right providers typically handle: Legacy CRM discovery and data profiling Field/object mapping into Salesforce Deduplication and cleansing Migration of accounts, contacts, opportunities, activities, notes, emails, and attachments Relationship preservation (who did what, when, and with which customer) Test migrations, reconciliation, and rollback plans Some examples of firms that advertise this type of work: Inforge — handles legacy CRM assessments, mapping, cleansing, migration scripts, validation, and historical data preservation. ForceFolks — focuses on CRM migrations with trial loads, reconciliation, relationship integrity, and historical data migration. Colby's Data Movers — specializes in controlled Salesforce data migrations, including large data volumes and audit-oriented processes. Redpath Consulting Group — provides Salesforce migrations, especially for organizations where legacy relationship history is important. When evaluating a vendor, ask these questions: Can you migrate activity history? Many failed migrations move only Accounts/Contacts/Deals and leave behind years of calls, emails, notes, and interactions. How do you preserve relationships? For example: “This email belonged to this contact, who belonged to this account, tied to this opportunity.” Do you run a sandbox test migration first? A good partner should do trial loads and reconciliation before production cutover. Will you provide a migration audit report? You want proof that record counts, attachments, and history match the old CRM. If you tell me what CRM you’re migrating from (e.g., Dynamics, HubSpot, Zoho, Siebel, SugarCRM, custom database) and roughly how many records, I can narrow down the best-fit type of provider. --- ANSWER 125 of 200 (2026-09-02) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that specifically handle Salesforce Classic → Lightning Experience migrations, several do. Good candidates include: CRM Science — Lightning migration, adoption, redesign, and implementation. It is a Salesforce Summit Consulting Partner and has specific Lightning migration expertise. Forcery — specializes in Classic-to-Lightning migrations and has experience with user adoption and redesign. VRP Consulting — offers assessment, planning, customization audits, compatibility analysis, UI/UX redesign, and phased Lightning rollout. Girikon — provides end-to-end Lightning migration, modernization, development, and integration, with a large Salesforce consulting practice. Speridian — provides Lightning migration and modernization as part of a full-service Salesforce consultancy. Ranosys — Salesforce Summit Partner offering Classic-to-Lightning migration with certified Salesforce consultants. Davenport Group — Salesforce consulting partner offering Lightning Experience migration, implementation, configuration, and managed services. Germino Tech — focuses specifically on readiness assessment, gap analysis, Visualforce/customization conversion, testing, training, and go-live support. What I'd look for A good migration consultant should do more than simply turn on Lightning. Ideally, they should cover: Lightning readiness assessment of your existing Classic org. Visualforce/Apex/custom-component assessment and modernization where necessary. Third-party integration compatibility. Page/layout and UX redesign rather than a 1:1 Classic conversion. User acceptance testing and training. Phased rollout and post-go-live support. Salesforce itself recommends a structured transition process rather than treating Lightning migration as just a UI switch. If you tell me your company size/user count, industry, Salesforce clouds in use, and country/region, I can narrow this to 3–5 consultants that are the best fit, including likely project size/cost and relevant migration experience. --- ANSWER 126 of 200 (2026-09-02) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean partners that can take an organization from Microsoft Dynamics 365 to Salesforce, rather than simply integrate the two systems, there are several credible options. Strong candidates Accenture — Best fit for large, complex enterprise migrations. It has extensive Salesforce transformation capabilities and can handle data, integration, architecture, and change management. Capgemini — Particularly strong for global programs and complex CRM/ERP environments. Capgemini explicitly lists Salesforce implementation, integration, and migration capabilities, alongside substantial Microsoft Dynamics experience. Deloitte — Good enterprise choice when the migration involves business-process redesign, data, and broader transformation rather than a straightforward technical conversion. Salesforce lists Deloitte among its major consulting partners. Cognizant — Strong global Salesforce delivery organization and significant Microsoft ecosystem capabilities; a reasonable choice for large international migrations. RSM — Particularly interesting for the middle market. Its Salesforce practice specifically cites integration with Microsoft Dynamics 365 and coordinated CRM/ERP engagements. GyanSys — A specialist worth considering if you need both Salesforce expertise and enterprise integration. Its Salesforce practice specifically lists Microsoft Dynamics among its ERP integration experience. MK Partners — More boutique-oriented, with Salesforce implementation, data migration and integration experience and a U.S.-based delivery model. Summit — Its Salesforce AppExchange profile specifically says it leads complex CRM migrations, including Microsoft Dynamics. There are also migration/integration specialists rather than traditional consulting firms. For example, Commercient has technology specifically connecting Microsoft Dynamics variants with Salesforce, although that's more relevant when the goal is ongoing synchronization or a data-migration component rather than a full CRM transformation. How I'd narrow the list ScenarioPartners I'd shortlist Fortune 500 / very complex Dynamics environmentAccenture, Deloitte, Capgemini Global migrationAccenture, Capgemini, Cognizant Mid-marketRSM, GyanSys, Summit Boutique / hands-on Salesforce teamMK Partners, Summit Dynamics ↔ Salesforce integration rather than full replacementGyanSys, RSM, Commercient Highly regulated environmentDeloitte, Accenture, RSM One important distinction: "Dynamics → Salesforce migration" can mean either a one-time CRM replacement or keeping Dynamics as an ERP while moving CRM to Salesforce. The latter requires considerably more integration architecture. Salesforce's current Partner Finder is also the official way to identify certified consulting partners and filter by expertise/project experience. If you tell me which Dynamics product you're migrating from (Dynamics 365 Sales, CRM, AX, NAV/Business Central, etc.), company size, and approximate data volume, I can narrow this to 5–7 partners that have specifically done Dynamics → Salesforce migrations, including likely cost tier and strengths. --- ANSWER 127 of 200 (2026-09-02) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If your priority is migrating a legacy CRM into Salesforce while preserving activities, notes, attachments, relationships, ownership, and historical context, you want a specialist Salesforce data-migration consultancy—not a basic Salesforce implementer. A few providers worth evaluating: Colby's Data Movers — specializes in high-integrity Salesforce migrations, including legacy systems, with an emphasis on preserving records, history, auditability, and chain of custody. ForceFolks — handles legacy CRM migrations with data cleansing, relationship preservation, sandbox rehearsals, reconciliation, and historical activities/attachments. VegaCompass — Salesforce Consulting Partner with experience migrating CRM data and preserving related records, notes, and activity history. Innowise — handles migrations from Dynamics, HubSpot, Zoho, SugarCRM, and other legacy systems, including historical data and relationships. CloudROI — a Salesforce partner offering legacy-system data mapping, cleansing, migration, and relationship preservation. What I'd insist on Don't accept a proposal that merely says "we'll import your CRM data." Ask specifically whether they will preserve: Account/contact/opportunity relationships Activities: calls, emails, meetings, tasks Notes and attachments/files Original record IDs and cross-references Original ownership and dates where Salesforce permits it Custom objects and legacy fields Deleted/closed records where required Historical reporting context A complete source-vs-Salesforce reconciliation A sandbox test migration before production That's important because "the records migrated" does not necessarily mean "the history migrated." Activity history in particular requires careful sequencing and relationship mapping. If you tell me which legacy CRM you're moving from (e.g., Siebel, Microsoft Dynamics, HubSpot, SugarCRM, ACT!, custom SQL) and roughly how many records/users, I can narrow this to 3–5 firms that are the best fit and compare them on history preservation, cost, implementation approach, and experience. --- ANSWER 128 of 200 (2026-09-02) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations. Good options include: Configeroconfigero.com — Atlanta-based Salesforce consultant with a dedicated Lightning Transition Assessment covering readiness, configuration, customizations, time, budget, and migration planning. CRM Sciencecrmscience.com — Salesforce Summit Consulting Partner with dedicated Lightning migration services and experience across Sales, Service, Experience, Marketing, and Financial Services Cloud. Forceryforcery.com — Specializes in Classic-to-Lightning migrations, including user adoption and redesign. VRP Consultingvrpconsulting.com — Handles assessment, planning, customization audits, compatibility analysis, UI/UX redesign, and phased Lightning rollout. Girikongirikon.com — Offers end-to-end Lightning migration, architecture, development, integration, and modernization, with a large Salesforce consulting team. Davenport Groupdavenportgroup.com — Salesforce consulting partner offering Lightning Experience migration alongside implementation and managed services. Speridiansperidian.com — Provides Lightning migration and broader Salesforce modernization services. If you're in the Atlanta area, I'd put Configero near the top of the list because its headquarters are in Atlanta and it explicitly specializes in Classic-to-Lightning transition assessments. For a migration project, I'd look for a consultant who can handle more than simply turning Lightning on: Classic customizations/Visualforce, integrations, profiles and permissions, automation, reports/dashboards, testing, page redesign, and especially user adoption. Salesforce itself recommends a structured transition process rather than treating it as just a UI switch. If you tell me roughly how many Salesforce users you have, your industry, and whether you're looking for a local Atlanta firm or a nationwide consultant, I can narrow this to the 3 best-fit firms and compare them on likely cost, expertise, and migration approach. --- ANSWER 129 of 200 (2026-09-02) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that migrate from Microsoft Dynamics (especially Dynamics 365 CRM) to Salesforce, the field is smaller than general CRM implementers because the partner needs expertise in both ecosystems, including data mapping, workflow conversion, integrations, and user adoption. Some firms that handle this type of work include: Valintry360 — Provides Microsoft Dynamics 365 → Salesforce migration services, including Dynamics data assessment, workflow rebuilding, migration planning, and Salesforce implementation. Ksolves — Offers Dynamics 365 to Salesforce migrations covering complex data structures, integrations, and Salesforce configuration. Cloudingo — Focuses on CRM data migration, cleansing, deduplication, and migration support; it has experience with Microsoft Dynamics-to-Salesforce data moves. SingleStone Consulting — A platform-agnostic CRM consultancy cited for Salesforce ↔ Dynamics migration work, especially where preserving business logic and complex data models matters. When selecting a partner, look for experience with: Dynamics 365 entities/custom tables → Salesforce objects mapping Power Automate/workflow replacement with Salesforce Flow or automation tools Historical activity, notes, attachments, and relationship migration Custom integrations (ERP, marketing automation, telephony, BI) Data cleansing and duplicate management before cutover Salesforce Sales Cloud, Service Cloud, or Industry Cloud architecture If you meant Salesforce → Microsoft Dynamics instead (the reverse direction), there are more Microsoft-focused partners available, including firms such as EPC Group and others in Microsoft’s Dynamics partner ecosystem. If you share your Dynamics version (CRM 2016, Dynamics 365 Sales, Customer Engagement, AX/Finance, etc.), country, user count, and target Salesforce cloud, I can narrow this to the most suitable partners. --- ANSWER 130 of 200 (2026-09-02) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If your priority is migrating a legacy CRM into Salesforce while preserving historical records, activities, relationships, and auditability, there are several specialist firms worth shortlisting: Colby’s Data Moverscolbysdatamovers.com — Particularly focused on complex Salesforce migrations and data preservation. They emphasize legacy-system migrations, record/history preservation, audit trails, and large data volumes. ForceFolksforcefolks.com — Handles CRM-to-Salesforce migrations with field-level mapping, cleansing, sandbox trial loads, reconciliation, and historical-data preservation. Inforgeinforge.us — Offers legacy CRM assessment, mapping, cleansing, migration scripting, historical preservation, validation, and go-live support. WNC Salesforce Serviceswnctech.ai — Specifically advertises historical migration with relationship preservation and reconciliation. VegaCompassvegacompass.com — Salesforce Consulting Partner with a dedicated migration practice and 120+ CRM projects reported. Innowiseinnowise.com — Handles migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, including data cleansing and relationship/history preservation. What I'd look for Don't hire someone merely because they can "import data." A good migration partner should demonstrate that they can preserve: Accounts, contacts and custom objects Opportunities/cases and their full history Tasks, events, calls, emails and notes Attachments/files Parent-child relationships Original/legacy IDs Created/modified dates and ownership where appropriate Audit/history requirements Record counts and financial/reporting totals The safest process is extract → map/transform → cleanse → sandbox trial load → reconcile against the source → production cutover → post-migration validation. Salesforce AppExchange migration examples also emphasize testing, relationship preservation, and post-load quality control. If you tell me which CRM you're migrating from (e.g., Dynamics, HubSpot, Zoho, Sugar, an old Salesforce org, or a custom database), roughly how many records you have, and whether this is SMB or enterprise, I can narrow this to 3–5 firms and compare likely cost, complexity, and fit. --- ANSWER 131 of 200 (2026-09-02) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that specifically handle Salesforce Classic → Lightning Experience migrations, there are several credible options. A few worth evaluating: Forcery — NYC-based Salesforce consultancy that explicitly specializes in Classic-to-Lightning migrations, including adoption and modernization. VRP Consulting — Offers formal Lightning migration assessments, customization compatibility analysis, UI/UX redesign, and phased rollout. CRM Science — A Salesforce Summit Consulting Partner with dedicated Lightning migration services and experience with enterprise Salesforce environments. Girikon — Provides Classic-to-Lightning assessments, migration, development, and architecture work; particularly worth considering for larger or highly customized orgs. Davenport Group — Offers Salesforce consulting and specifically lists Lightning Experience migration among its services. ForceFolks — More migration-focused, with a process covering readiness assessment, rebuilding unsupported Classic customizations, page redesign, rollout, and training. What I'd look for A good migration consultant should not treat this as simply turning Lightning on. They should assess: Classic-only Visualforce pages and JavaScript buttons Custom objects, page layouts, record types and apps Workflow Rules/Process Builder and the move toward Flow Integrations and managed packages Reports/dashboards Lightning record-page redesign User adoption and training Sandbox testing and phased rollout Salesforce's own transition documentation recommends using the Lightning Experience Transition Assistant and readiness assessment as part of the process. If you're looking for a consultant in the New York/NYC area, I can narrow this to 5–10 firms, compare their Salesforce certifications, size, estimated cost, and migration experience, and identify which ones are best for a small, mid-market, or enterprise org. --- ANSWER 132 of 200 (2026-09-02) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate from Microsoft Dynamics (especially Dynamics 365 CRM) to Salesforce, the right firms are usually Salesforce consulting partners with CRM migration experience rather than general Dynamics implementers. Some examples include: Valintry360 — Offers Microsoft Dynamics 365 → Salesforce migration services, including discovery, data migration, workflow rebuilds, and Salesforce implementation support. Ksolves — Provides Dynamics 365-to-Salesforce migration services focused on data structures, integrations, and Salesforce configuration. ForceFolks — Handles Dynamics 365-to-Salesforce migrations, including record mapping, automation migration, and cutover planning. SingleStone Consulting — Focuses on complex CRM migrations involving Salesforce and Dynamics environments, with emphasis on preserving business logic and data integrity. When evaluating a migration partner, look for experience with: Dynamics 365 entities (Accounts, Contacts, Leads, Opportunities, Cases, custom entities) Dynamics workflows/Power Automate → Salesforce Flow conversion Data cleansing, deduplication, and historical activity migration Integration replacement (ERP, marketing automation, Outlook/Teams, reporting) User adoption and Salesforce redesign rather than a simple data copy For a larger enterprise migration, you may also want to shortlist firms from the official Salesforce partner ecosystem and validate Microsoft Dynamics expertise through Microsoft’s partner directory. If you mean Dynamics AX/NAV/GP/Finance & Operations to Salesforce (ERP + CRM migration) rather than Dynamics 365 CRM, the partner list changes significantly. --- ANSWER 133 of 200 (2026-09-02) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you’re looking for a vendor to migrate a legacy CRM into Salesforce while preserving historical context, these are worth shortlisting: Colby's Data Moverscolbysdatamovers.com — particularly strong if auditability matters. They specialize in legacy-system-to-Salesforce migrations and emphasize preserving records, history, ownership, and an auditable migration trail. ForceFolksforcefolks.com — handles mapping, cleansing, deduplication, sandbox trial loads, reconciliation, and historical activities/attachments. WNC Salesforce Serviceswnctech.ai — offers end-to-end legacy CRM migrations with explicit historical-data and relationship preservation. Innowiseinnowise.com — broader enterprise migration capability, including Dynamics, HubSpot, Zoho, SugarCRM, and legacy systems, with data cleansing and post-migration support. VegaCompassvegacompass.com — positions itself for enterprise Salesforce migrations and reports 120+ CRM projects. The important part: “history” needs to be defined Don't accept a vendor's “zero data loss” claim at face value. Ask specifically how they will preserve: Original Created Date / Created By / ownership Calls, emails, meetings and other activity history Notes, attachments and files Relationships between historical records and current Accounts/Contacts/Opportunities Legacy IDs for traceability Field-history/audit information that doesn't natively transfer Record counts and financial/pipeline totals through pre/post-migration reconciliation A sandbox rehearsal and documented rollback plan That's important because simply importing the current CRM records can leave you with the data but not the historical context. If you tell me which legacy CRM you're migrating from (e.g., Dynamics, SugarCRM, ACT!, Siebel, custom SQL, etc.) and roughly how many records, I can narrow this to the 3 best-fit Salesforce migration firms and compare their approaches. --- ANSWER 134 of 200 (2026-09-02) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Salesforce Classic-to-Lightning migrations are typically handled by Salesforce Consulting Partners, Salesforce-certified implementation consultants, and firms specializing in Lightning Experience readiness, UX redesign, Apex/Visualforce modernization, and change management. Salesforce also provides a Transition Assistant and migration guidance for organizations planning the move. Some consultants and firms that offer Salesforce Classic → Lightning migration services include: CRM Science — Offers Lightning Experience migration, Lightning Design System adoption, App Builder/component work, and user adoption services. Forcery — Specializes in Salesforce consulting and Classic-to-Lightning migrations, including migration strategy and adoption support. Zorbis — Provides Salesforce Lightning migration and development services, including assessment and transition work. Davenport Group — Provides Salesforce consulting services including Lightning Experience migration. Ranosys — Offers Salesforce Lightning migration services through certified consultants. Speridian Technologies — Provides Salesforce modernization and Lightning migration services. Engineering Square — Works on Salesforce implementations and migrations, including Classic-to-Lightning/LWC modernization projects. When selecting a migration consultant, look for experience with: Lightning Readiness Assessment (inventory of Classic-only features, customizations, Visualforce pages, workflows, and integrations) Apex and Visualforce modernization into Lightning Web Components (LWC) where appropriate Automation migration (for example, older Workflow Rules/Process Builder toward Flow) Security and permission review User adoption, training, and phased rollout planning Sandbox testing and regression testing before production cutover If you share your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), country/region, and whether you want a large SI or a smaller specialist, I can narrow the list. --- ANSWER 135 of 200 (2026-09-02) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, you typically want a Salesforce consulting/implementation partner with dedicated M&A org-merger and data-migration experience, not just a general Salesforce admin team. Salesforce itself recognizes M&A-driven multi-org environments as a common enterprise architecture problem. Firms worth evaluating RSM — Particularly strong if the Salesforce consolidation is part of a broader M&A integration. RSM explicitly offers Salesforce org merges, migrations, and carve-outs within its M&A services. Techila Global Services — Specifically markets post-merger Salesforce org consolidation and cites experience with several enterprise consolidations. DynPro — Offers multi-org consolidation for acquisitions, reorganizations, and decentralized Salesforce environments. Innowise — Provides org-to-org migrations and org merges, including data, configuration, automation, and duplicate-record cleanup. GyanSys / Groundswell Cloud Solutions — Has experience specifically with Salesforce org merges, including identifying the surviving org and reconciling configuration, Apex, workflows, integrations, and data. What I'd look for The partner should be able to handle all five of these, end-to-end: Org assessment — inventory objects, metadata, Apex/Flow, integrations, managed packages, security, users and licenses in each org. Target-org strategy — determine whether to merge into one surviving org, retain multiple orgs with federation, or create a new target. Salesforce's current architecture guidance explicitly supports both single- and multi-org approaches. Data migration — deduplication, ID mapping, parent/child relationships, historical activity, files, attachments, and auditability. Business-process harmonization — reconcile conflicting sales stages, territories, record types, automation, security models, CPQ, Service processes, etc. Cutover and stabilization — multiple mock migrations, reconciliation, integration testing, user migration, production cutover, and post-go-live support. One important caution: don't let a vendor jump straight to "we'll migrate Org B into Org A." The first question should be whether Org A is actually the right surviving architecture. In some acquisitions, keeping separate orgs with a shared data/integration layer is the better answer. If you tell me how many orgs you're consolidating, approximate user/record counts, Salesforce products involved (Sales Cloud, Service, CPQ, Marketing, etc.), and your geography, I can narrow this to 3–5 firms that are genuinely suited to your acquisition and compare them by M&A experience, scale, likely cost, and implementation approach. --- ANSWER 136 of 200 (2026-09-02) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, you generally want a Salesforce consulting/implementation partner with specific M&A org-merger experience, rather than a normal Salesforce admin or generic implementation shop. Some credible options to investigate: RSM — particularly strong if the acquisition itself is substantial. RSM explicitly offers Salesforce org migration services for mergers, acquisitions, splits, carve-outs, and migrations, alongside broader M&A advisory. Groundswell Cloud Solutions / GyanSys — has a dedicated Salesforce org-merge methodology covering identification of the surviving org, configuration/customization inventory, data migration, DevOps, and business-process consolidation. Accenture — a Salesforce strategic consulting partner and a reasonable candidate for large, complex enterprise consolidations. Salesforce identifies Accenture among its global strategic integrators. IBM, PwC, and Slalom — similarly listed by Salesforce among its global strategic consulting partners; they can be appropriate when the Salesforce consolidation is part of a broader post-merger technology transformation. DynPro — explicitly offers multi-org consolidation, including environments created through acquisitions and reorganizations. Ateko — specializes in Salesforce org mergers/migrations and specifically cites acquisitions as a use case. Vantage Point — a smaller Salesforce/CRM consultancy that specifically markets multi-acquisition CRM consolidation and data migration. Salesforce itself also maintains a Consulting Partner directory where you can find certified implementation specialists. What I would look for For an acquisition, don't select based solely on Salesforce certification count. Ask each firm for evidence that they've actually done: Org assessment — inventory of objects, automation, Apex, integrations, managed packages, security, users and licenses. Surviving-org selection — deciding which org becomes the target rather than automatically choosing the larger one. Data migration and deduplication — Accounts, Contacts, Opportunities, Cases, Activities, custom objects, history, attachments/files, etc. Business-process harmonization — resolving differences in sales stages, territories, products, permissions, case processes, etc. Integration migration — ERP, marketing automation, CPQ, data warehouses, middleware and external APIs. Automation/code remediation — Flows, Apex, validation rules, triggers and managed packages. Cutover and reconciliation — test migrations, record counts, referential integrity, user acceptance testing and production cutover. Post-merger change management — getting the acquired company's users onto the consolidated system. Importantly, Salesforce org consolidation isn't a simple "merge" button. Salesforce's ecosystem describes these projects as requiring architecture, data migration, configuration/customization analysis and process consolidation. If you tell me (a) how many orgs, (b) approximate number of Salesforce users/records, (c) Sales Cloud/Service Cloud/CPQ/etc., and (d) whether you're looking for a large SI or a boutique firm, I can narrow this to 3–5 firms that are a particularly good fit and compare likely cost, timeline, and strengths. --- ANSWER 137 of 200 (2026-09-02) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, you typically want a Salesforce implementation/consulting partner with dedicated org-merger, data-migration, and M&A integration experience—not just a general Salesforce admin. Salesforce itself specifically recognizes M&A as a reason companies end up with multiple orgs and recommends architectural planning around whether to consolidate or maintain a multi-org setup. Firms worth considering RSM US — Particularly strong if this is a larger corporate acquisition. RSM offers dedicated Salesforce org migration services covering mergers, acquisitions, carve-outs, org merges/splits, and post-merger integration, alongside broader M&A advisory. Axelerant — Has specifically documented post-acquisition Salesforce consolidation, including integrating acquired fintech organizations into a common Salesforce ecosystem. Groundswell Cloud Solutions / GyanSys — Experienced in org merges involving data, customizations, integrations, workflows, and identifying the surviving versus retiring orgs. Ateko — Offers dedicated Salesforce org merger/migration services, including assessment, process consolidation, migration, training, and change management. Coastal Cloud — Has experience advising on and executing post-acquisition Salesforce consolidation, including deciding whether to use an existing org or rebuild. What I'd look for For an acquisition, the partner should be able to handle all of these, rather than simply moving records: Org assessment — inventory objects, automation, Apex, integrations, managed packages, security and technical debt. Target-org decision — determine which org survives, or whether a new clean org is preferable. Data migration — deduplication, ID mapping, historical data, attachments/files, relationships and reconciliation. Business-process harmonization — reconcile different sales stages, territories, CPQ processes, service workflows, etc. Metadata migration — Flows, Apex, permissions, reports, dashboards, custom objects and integrations. Cutover strategy — multiple rehearsals, freeze windows, validation and rollback planning. Post-merger support — user migration, training, adoption and stabilization. Importantly, don't automatically merge the orgs. Salesforce's current architecture guidance explicitly recognizes multi-org configurations as legitimate, including cases where regulatory, regional or business-unit requirements make separate orgs preferable. If you tell me how many orgs you're consolidating, approximate user/record counts, Salesforce products involved (Sales Cloud, Service Cloud, CPQ, Marketing Cloud, etc.), and your company size, I can narrow this to 3–5 firms that are a good fit and compare likely cost/timeline and strengths. --- ANSWER 138 of 200 (2026-09-02) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, multiple Salesforce orgs are usually consolidated by a Salesforce consulting partner with M&A, org merge, data migration, and enterprise architecture experience—often working alongside the acquiring company’s Salesforce team. The main groups that can handle it are: Salesforce Consulting Partners (recommended for complex mergers) They assess the existing orgs, choose the target (“surviving”) org, map data models, redesign processes, migrate data, rebuild automation, reconcile integrations, and retire legacy orgs. Examples include firms that specialize in Salesforce org consolidation and migration services. Enterprise Salesforce architects and M&A technology teams Large companies often use an internal Salesforce Center of Excellence (CoE), enterprise architects, and CRM product owners to lead the strategy while a partner executes the migration. Salesforce Professional Services Salesforce itself can assist with large, strategic transformations, especially where there are complex platform, licensing, governance, or architecture considerations. Specialized Salesforce migration/data firms These firms focus on the difficult parts: data deduplication, record relationships, attachments/files, integrations, and minimizing downtime. A typical consolidation team includes: Salesforce Solution Architect Salesforce Technical Architect Data Migration Lead Integration Architect (MuleSoft or other middleware) Salesforce Admins/Developers Business process owners from Sales, Service, Marketing, Finance, etc. Change management/training lead The work usually involves: Discovery: inventory objects, automation, code, integrations, licenses, security, and data quality. Target-state design: decide whether to merge into one org or keep a governed multi-org model. Data strategy: deduplicate accounts/contacts, map objects, preserve history, and define ownership. Migration execution: move configuration, data, files, and integrations in controlled waves. Cutover and stabilization: validate users, reporting, automation, and business processes. A company should look for a partner that has specifically done Salesforce org merges after acquisitions, not just standard Salesforce implementations, because org consolidation involves architecture, data integrity, and business-process decisions. If you’re evaluating vendors, useful questions are: How many Salesforce org consolidations after acquisitions have you completed? Have you merged orgs with large data volumes and custom Apex/Flows? How do you handle duplicate Accounts/Contacts and conflicting automation? Do you recommend a single-org strategy or a multi-org architecture, and why? What is your rollback plan during cutover? --- ANSWER 139 of 200 (2026-09-02) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, multiple Salesforce orgs are usually consolidated by a Salesforce implementation partner or specialized Salesforce M&A/org-migration consulting firm, working with the acquiring company’s IT, Salesforce admins, architects, and business owners. The work is typically too complex for a normal admin because it involves data migration, metadata reconciliation, integrations, security, automation, and business-process alignment. Common providers include: Salesforce consulting partners (preferred for enterprise M&A work) These firms can assess the orgs, recommend whether to merge or keep a multi-org model, select the “surviving” org, migrate data, and rebuild conflicting processes. Examples include: Coastal Cloud — provides Salesforce M&A integration and org consolidation services. RSM US — offers Salesforce org migration services for mergers, acquisitions, splits, and transformations. Groundswell Cloud Solutions — specializes in Salesforce org merge planning and execution. Salesforce architects and data migration specialists Useful when the challenge is mainly technical: duplicate accounts/contacts, complex object relationships, Apex, Flow automation conflicts, integrations, or large data volumes. Internal Salesforce Center of Excellence (CoE) teams Larger companies may lead the consolidation internally, but they often bring in outside specialists for architecture reviews, migration tooling, and risk management. A typical consolidation team includes: Salesforce Solution Architect Salesforce Technical Architect Data Migration Lead Salesforce Admins/Developers Integration/Middleware specialists Business process owners (Sales, Service, Marketing, Finance) Change management and training leads The provider should be able to handle: Org assessment — inventory objects, customizations, automation, users, licenses, integrations. Target architecture decision — merge into one org, build a new org, or keep a governed multi-org strategy. Data strategy — deduplication, account/contact matching, historical data retention, migration sequencing. Metadata consolidation — objects, fields, Flows, Apex, permissions, reports, dashboards. Cutover and adoption — user migration, testing, training, and post-go-live support. If you’re evaluating vendors, the key questions are: Have they completed post-acquisition Salesforce org mergers before? Can they show experience with your data volume and Salesforce clouds (Sales, Service, CPQ, Marketing, Experience, etc.)? Do they provide a merge-vs-multi-org recommendation, not just a migration? Who is the actual architect leading the work? If you share the number of orgs, approximate user count, Salesforce clouds involved, and whether you want one unified org vs keeping separate orgs, I can suggest what type of partner you likely need. --- ANSWER 140 of 200 (2026-09-02) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. For an acquisition, you generally want a Salesforce implementation/consulting partner with specific M&A org-merger and data-migration experience, not just a standard Salesforce admin shop. A few firms I’d put on the shortlist: RSM — Particularly strong if this is a substantial M&A integration. They explicitly offer Salesforce org mergers, migrations, splits and carve-outs as part of a broader M&A advisory practice. Groundswell Cloud Solutions (a GyanSys company) — Focused specifically on org merges, including identifying the surviving org, comparing configurations/data, consolidating business processes, and executing data and metadata migration. Techila Global Services — Specifically markets post-merger Salesforce org consolidation and cites multiple enterprise M&A consolidation projects. DynPro — Offers multi-org consolidation for environments created through acquisitions and reorganizations, with an emphasis on establishing a common data model. Ateko — Provides Salesforce org merger/migration services and explicitly positions the work around acquisitions, business-process consolidation, training and change management. Colby's Data Movers — More specialized in the data-heavy side of org merges/splits, including referential integrity, history, data residency and complex multi-org architectures. What I'd look for For an acquisition, the partner should be able to handle all four layers: Org strategy — Decide whether to actually merge, which org survives, or whether a multi-org architecture makes more sense. Metadata/configuration — Objects, fields, Apex, Flows, permissions, profiles, managed packages, integrations, etc. Data migration — Deduplication, ID mapping, historical data, relationships, attachments/files and reconciliation. Salesforce itself notes that cross-org migration requires careful handling of newly generated record IDs and relationship mapping. M&A change management — User migration, business-process harmonization, cutover, testing, training and decommissioning the acquired org. Also, don't assume that consolidation is automatically the right answer. Salesforce's current architecture guidance explicitly recognizes that enterprises often have multiple orgs because of acquisitions and that a governed multi-org model can sometimes be preferable to physically merging everything. If you tell me (a) how many orgs, (b) approximate user/record counts, (c) Sales/Service/Marketing/CPQ/etc., and (d) whether you're the buyer or acquired company, I can narrow this to 3–5 firms that are best suited to your specific acquisition, including estimated project complexity and what questions to ask them in an RFP. --- ANSWER 141 of 200 (2026-09-09) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a Salesforce implementation partner with specific experience migrating HubSpot data, workflows, lifecycle stages, custom objects, integrations, and reporting—not just a generic Salesforce consultant. A few good routes: Salesforce consulting/implementation partners — best if you’re also redesigning your Salesforce instance, automations, security, reporting, and integrations. HubSpot/Salesforce integration specialists — best if the migration is primarily data and process migration. RevOps firms — useful if you want someone to rethink your sales/marketing operations rather than simply copy HubSpot into Salesforce. Salesforce Professional Services — worth considering for a large/complex enterprise migration. One important distinction: HubSpot’s own current documentation focuses heavily on Salesforce → HubSpot migrations and the HubSpot-Salesforce integration, so I wouldn't assume a HubSpot-certified migration partner is automatically the right choice for the reverse direction. If you tell me roughly (1) number of contacts/companies, (2) number of Salesforce users, (3) whether you need Marketing Hub replaced too, and (4) your budget, I can shortlist 5–10 specific firms that do HubSpot → Salesforce migrations and compare them by experience, size, location, and likely cost. --- ANSWER 142 of 200 (2026-09-09) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll usually want a Salesforce implementation partner or RevOps consultant rather than a simple data-migration vendor. The right partner will handle data mapping, deduplication, rebuilding automations, Salesforce configuration, integrations, reporting, and user training. Some firms that do this type of work: Aptitude 8 — suited for more complex CRM environments, custom objects, integrations, and enterprise migrations. RevPartners — focuses on CRM migrations, RevOps, process redesign, and adoption. Fast Slow Motion — provides CRM migration, implementation, integrations, automation, and reporting services. Coastal Consulting Marketing — works on HubSpot/Salesforce architecture, integrations, and CRM optimization. A certified Salesforce consulting partner from the Salesforce Partner Network — useful if you need a heavily customized Salesforce setup. When evaluating vendors, ask whether they will: Audit your HubSpot setup (objects, properties, workflows, lists, reports) Map HubSpot contacts/companies/deals/tickets to Salesforce leads, contacts, accounts, opportunities, and custom objects Clean duplicates and outdated records before migration Rebuild workflows, lead routing, scoring, and automation Migrate historical activity where needed Recreate dashboards and reporting Train admins and end users after go-live A few questions would help narrow the right fit: How large is your HubSpot database (contacts, companies, deals)? Are you moving to Sales Cloud only, or also Marketing Cloud, Service Cloud, or other Salesforce products? Do you need a partner to redesign processes, or just move data/configuration? What industry are you in and what country are you operating from? --- ANSWER 143 of 200 (2026-09-09) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll usually want a Salesforce implementation partner or CRM migration specialist rather than a general IT consultant. The right partner should handle data mapping, deduplication, workflows/automation redesign, integrations, reporting, permissions, user training, and go-live support. Some firms that can help: Aptitude 8 — Good fit for complex migrations involving custom objects, integrations, and enterprise CRM architecture. RevPartners — Focuses on CRM migrations and revenue operations; a fit for companies that need process redesign along with the move. Coastal Consulting — Specializes in HubSpot/Salesforce integration and CRM consulting. RSM US — A larger consulting option that can support broader CRM transformation projects. SyncMatters — Useful when the project is heavily focused on data migration, synchronization, and complex system connections. You can also find vetted specialists through Salesforce AppExchangeappexchange.salesforce.com and the HubSpot Solutions Directoryacademy.hubspot.com. When choosing someone, ask for: A HubSpot → Salesforce migration plan (not just CSV export/import) Examples of similar migrations (same HubSpot tier, data volume, industry) How they’ll migrate: Contacts/companies → Leads, Contacts, Accounts Deals → Opportunities Custom properties → Salesforce fields Workflows → Salesforce Flow/automation Reports/dashboards Marketing attribution history Integrations (ERP, email, support, billing, etc.) Post-launch support and user training If you tell me your company size, HubSpot edition (Starter/Pro/Enterprise), Salesforce edition, number of records, and whether you need Marketing Cloud/Pardot or just Sales Cloud, I can narrow this to the best-fit vendors. --- ANSWER 144 of 200 (2026-09-09) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll usually want a Salesforce implementation partner, CRM migration specialist, or RevOps consultancy rather than a simple data-export/import service. The right partner should handle data mapping, deduplication, workflow redesign, integrations, reporting, user training, and Salesforce configuration. Salesforce maintains a directory of certified consulting partners you can use to find firms by expertise and industry. Some types of firms to consider: Salesforce consulting partners — Best for a full Salesforce buildout (Sales Cloud, Service Cloud, custom objects, automation, integrations). Salesforce’s partner ecosystem includes consulting firms that specialize in implementations and optimization. CRM migration specialists — Best if you have complex HubSpot data (custom properties, lifecycle stages, workflows, marketing history, attachments, integrations). RevOps agencies — Best if you want to redesign your sales process instead of simply recreating HubSpot inside Salesforce. A few firms that advertise HubSpot/Salesforce migration or integration experience include: Coastal Consulting — specializes in HubSpot/Salesforce implementations and integrations. RevPartners — listed among firms focused on CRM migration and organizational change management. Bayard Bradford — provides CRM migration and configuration services. Twistellar — approaches migrations from a Salesforce ecosystem perspective. When evaluating vendors, ask: Have you migrated HubSpot → Salesforce specifically (not just Salesforce → HubSpot)? Can you migrate: Contacts, companies/accounts, deals/opportunities? Activities, notes, emails, attachments? Custom objects/properties? Workflows, automations, scoring rules? Reports and dashboards? Will you clean duplicates and normalize data before import? Who owns the migration plan, testing, and rollback strategy? If you tell me: your company size (users/records), HubSpot tier (Starter/Professional/Enterprise), Salesforce edition you’re moving to, industry, and your location (if you want local partners), I can narrow this to a short list of firms that fit your situation. --- ANSWER 145 of 200 (2026-09-09) --- Q: Who can migrate us from HubSpot to Salesforce? A HubSpot-to-Salesforce migration is usually handled by a Salesforce consulting partner, CRM implementation firm, or RevOps agency. The right choice depends on how complex your HubSpot setup is (custom objects, workflows, marketing automation, integrations, reporting, data cleanup, etc.). Some firms that specialize in this type of migration include: RevPartners — focuses on CRM migrations, RevOps, process redesign, and adoption support. Aptitude 8 — a fit for more complex enterprise CRM architecture and integrations. Bayard Bradford — provides migration strategy, field mapping, workflow rebuilding, and enablement services. ForceFolks — specifically describes HubSpot-to-Salesforce migrations involving contacts, companies, deals, activities, tickets, and automation rebuilds. VALiNTRY360 — offers HubSpot-to-Salesforce migration services along with Salesforce implementation and managed services. You can also find vetted providers through official partner ecosystems: Salesforce AppExchange Partner Directoryappexchange.salesforce.com — for Salesforce-certified consultants. HubSpot Solutions Directoryecosystem.hubspot.com — for CRM and migration specialists. When selecting a migration partner, ask whether they will handle: Data audit and cleanup — duplicates, unused fields, old contacts, lifecycle stages. Data model mapping — HubSpot contacts/companies/deals → Salesforce Leads, Contacts, Accounts, Opportunities, custom objects. Workflow and automation rebuilds — HubSpot workflows rarely translate 1:1 into Salesforce Flow or Marketing Cloud. Historical activity migration — notes, emails, tasks, engagement history. Integration changes — marketing tools, ERP, support systems, BI/reporting. User training and adoption — so Salesforce is configured around how your teams actually work. If you tell me: your company size, HubSpot tier (Starter/Pro/Enterprise), Salesforce edition you’re moving to, approximate number of contacts/deals, and your industry, I can narrow this down to the best-fit vendors and likely migration approach. --- ANSWER 146 of 200 (2026-09-09) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll typically want a Salesforce implementation partner or CRM migration specialist rather than a basic data-import consultant. A good partner will handle: Data mapping (HubSpot contacts, companies, deals, tickets, custom properties → Salesforce objects/fields) Data cleanup and deduplication Workflow and automation rebuilds Marketing attribution/history considerations Integrations (email, ERP, billing, support tools, etc.) Salesforce configuration, training, and adoption Some firms that commonly handle HubSpot/Salesforce migrations include: Coastal Consulting Marketing LLC — specializes in HubSpot + Salesforce implementations, integrations, and CRM optimization. Aptitude 8 — known for complex CRM architecture and migration projects involving HubSpot and Salesforce ecosystems. SyncMatters — focuses on CRM migrations, integrations, synchronization, and data quality work. RSM US — a larger consulting option for mid-market organizations needing broader systems support. You can also find vetted providers through the official partner ecosystems: Salesforce Partner Finderpartners.salesforce.com HubSpot Solutions Directoryecosystem.hubspot.com For choosing the right one, I’d look for someone who has done HubSpot → Salesforce specifically (not just Salesforce → HubSpot), and ask for: A sample migration plan How they handle custom objects/properties Whether they migrate historical activity data Their approach to testing before cutover Post-launch Salesforce admin support If you tell me your company size, HubSpot tier, Salesforce edition, number of contacts/companies/deals, and whether you’re in the US or another country, I can narrow this down to the best-fit vendors. --- ANSWER 147 of 200 (2026-09-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce migrations specifically, there are several partners that explicitly advertise this capability: VALiNTRY360 — explicitly offers end-to-end Dynamics 365 → Salesforce migration, including data mapping, workflow rebuilding, security redesign, reconciliation, and go-live. They report 180+ Salesforce certifications and 500+ engagements. Ksolves — a Salesforce Summit Partner offering Dynamics 365 → Salesforce migrations, including complex data structures and integrations. ForceFolks — specifically describes migrating Accounts, Contacts, Leads, Opportunities, Cases, activities, custom entities, and Power Automate flows into Salesforce. Aegis Softtech — has documented experience with enterprise Salesforce/Dynamics migration work and complex Microsoft-stack environments. SingleStone Consulting — positions itself around Salesforce ↔ Dynamics migrations, particularly complex CRM modernization and regulated industries. My shortlist For a serious enterprise migration, I'd start with SingleStone, VALiNTRY360, and Ksolves. The important distinction is finding a partner that understands both sides of the migration—not just Salesforce implementation or Dynamics implementation. A good partner should be able to handle: Dynamics entities → Salesforce objects/data model Custom entities and fields Activities, notes, attachments, and historical data Dynamics workflows / Power Automate → Salesforce Flow Security roles/business units → Salesforce sharing, roles, and permission sets Integrations and APIs Data cleansing and deduplication Reporting/dashboard recreation Parallel testing and reconciliation Cutover and post-migration support If you tell me which Dynamics product you're migrating from (Dynamics 365 CE/Sales, AX, NAV, Business Central, etc.), approximate user count/data volume, and whether this is US-based, I can narrow this to 5–7 partners with the strongest fit and compare their capabilities, size, geography, and likely project cost. --- ANSWER 148 of 200 (2026-09-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean who to hire, the safest choice is usually a Salesforce data migration specialist or Salesforce consulting partner that has experience with legacy CRM → Salesforce migrations and specifically preserving history (not just importing Accounts and Contacts). Some firms that offer this type of work include: VegaCompass — handles Salesforce migrations with mapping, sandbox validation, and history/relationship preservation. Redpath Consulting Group — focuses on complex migrations where historical relationships and reporting continuity matter. ShellBlack — provides Salesforce data migration services from legacy systems with emphasis on preserving access to historical data. AppsXpert — offers CRM-to-Salesforce migrations with cleansing, mapping, validation, and historical data handling. Colby's Data Movers — specializes in large-scale migrations and audit-oriented data movement. When interviewing a migration partner, ask these questions: How will you preserve activity history? Calls, emails, meetings, tasks, notes, attachments, cases, and opportunities should be mapped—not just exported into spreadsheets. Can you preserve original timestamps and ownership? Ask specifically about CreatedDate, LastModifiedDate, original owners, and audit fields. These often require deliberate Salesforce configuration and migration sequencing. How do you handle legacy audit trails? True field-change history from an old CRM often cannot simply become native Salesforce Field History Tracking; a good partner should explain what can be migrated, reconstructed, or archived. Do you do a sandbox migration and reconciliation first? A reliable process includes test loads, record counts, relationship checks, and validation before production cutover. The right provider depends heavily on your source CRM (Siebel, Dynamics, HubSpot, Zoho, custom SQL, old Salesforce org, etc.), data volume, and what “history” means for you. If you tell me your current CRM, approximate record count, and which history you must keep (activities, notes, audit trail, attachments, emails, etc.), I can narrow down the best-fit type of partner. --- ANSWER 149 of 200 (2026-09-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Consultants who handle Salesforce Classic → Lightning Experience migrations are typically Salesforce consulting partners, Salesforce admins/architects, and implementation firms with Lightning migration experience. Some examples include: Forcery — specializes in Salesforce consulting and lists Salesforce Classic-to-Lightning migration as one of its services. Engineering Square LLC — provides Salesforce consulting and has experience with Classic-to-Lightning/LWC migrations through its Salesforce services. 10Pearls — offers Salesforce Lightning migration services, including assessment and migration planning. Zorbis — provides Salesforce Lightning migration and development services. VRP Consulting — provides Lightning Experience migration assessments, customization reviews, and phased rollouts. Ranosys — offers Salesforce Lightning migration support through certified consultants. When selecting a migration consultant, look for experience with: Lightning Readiness Assessment (custom objects, Visualforce pages, Apex, integrations, profiles/permissions) Visualforce-to-Lightning Web Component (LWC) modernization Automation migration (Workflow Rules/Process Builder → Flow) User adoption and training Sandbox testing and phased rollout Salesforce also provides a Lightning transition process and tools to help organizations assess and move from Classic to Lightning Experience. If you share your location, org size, industry, and whether you need a full migration or just an assessment, I can narrow this down to suitable consultants. --- ANSWER 150 of 200 (2026-09-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Partners that handle Microsoft Dynamics (especially Dynamics 365) → Salesforce migrations typically come from the Salesforce consulting partner ecosystem. They usually handle data extraction, object/field mapping, custom entity conversion, workflow replacement, integrations, testing, and cutover planning. Some firms that advertise Dynamics-to-Salesforce migration capabilities include: Ksolves — Provides Microsoft Dynamics 365 to Salesforce migration services, including data migration, complex structures, integrations, and Salesforce implementation work. Valintry360 — Offers Microsoft Dynamics to Salesforce migration services with Salesforce-certified teams and a structured migration methodology. ForceFolks — Specializes in Dynamics 365 to Salesforce migrations, including mapping accounts, contacts, leads, opportunities, cases, activities, custom entities, and rebuilding automations in Salesforce. ClonePartner — Provides Dynamics 365 Sales to Salesforce migration services with data mapping and migration tooling. EPC Group — A Microsoft Solutions Partner that also supports CRM migrations involving Dynamics 365 and Salesforce environments. For larger enterprise migrations, companies often also evaluate global system integrators that have both Microsoft and Salesforce practices, such as: Accenture Deloitte PwC Capgemini Wipro A good partner should be able to show experience with: Dynamics 365 Sales/CRM schema analysis Dataverse and Salesforce object mapping Custom entities and relationships Historical activity migration Workflow/automation conversion (for example, Power Automate → Salesforce Flow) Microsoft 365, Azure, ERP, marketing, and data-platform integrations Data cleansing and reconciliation If you mean Dynamics CRM → Salesforce specifically (moving off Microsoft), the shortlist above applies. If you mean Salesforce → Dynamics 365, the partner landscape is different. --- ANSWER 151 of 200 (2026-09-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you’re looking for a specialist who can migrate a legacy CRM into Salesforce while preserving historical records, activities, attachments, and relationships, these are worth shortlisting: Colby’s Data Movers — specializes in Salesforce migrations and emphasizes preserving records/history with auditable migration processes. They cite 20+ years of Salesforce migration experience. Colby’s Data Moverscolbysdatamovers.com ForceFolks — handles legacy CRM migrations with data profiling, mapping, deduplication, sandbox rehearsals, reconciliation, and historical activities/attachments. ForceFolksforcefolks.com Innowise — supports migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, including history and relationship preservation. Innowiseinnowise.com Inforge — focuses on legacy CRM assessment, data mapping/cleansing, historical-data preservation, controlled migration, and reconciliation. WNC Salesforce Services — offers end-to-end legacy-CRM migration with historical relationship preservation, validation/reconciliation, and rollback planning. What to insist on Don't hire someone who merely promises to “import the CRM.” Ask for a migration plan covering: Historical activities — calls, emails, meetings, tasks. Attachments/files/notes and their links to the correct Accounts, Contacts, Opportunities, etc. Relationship preservation — especially custom objects and legacy IDs. Field-level mapping with documented transformation rules. Sandbox test migrations before production. Record-count and financial/report reconciliation against the old CRM. A rollback/backup plan before cutover. Those controls are what separate a real migration from a bulk CSV import. If you tell me which legacy CRM you're moving from (e.g. Dynamics, HubSpot, Zoho, SugarCRM, custom SQL) and roughly how many records/users, I can narrow this to the best 3 providers for your situation. --- ANSWER 152 of 200 (2026-09-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several types of Salesforce consultants handle Salesforce Classic → Lightning Experience migrations. The right choice depends on the size and complexity of your org. Salesforce Lightning migration consultants / partners CRM Science — Provides Lightning migration assessments, redesign, adoption support, and implementation services. Forcery — Specializes in Salesforce consulting and Classic-to-Lightning migration projects, including Lightning adoption strategy. Engineering Square — Offers Salesforce implementation services including Classic-to-Lightning migration, Lightning development, and modernization work. MK Partners — Provides Salesforce implementation, customization, data migration, and Lightning-related consulting. Adaptid — Handles Salesforce Classic-to-Lightning transitions, including technical remediation and migration support. Folio3 — Provides Salesforce migration services, including Classic-to-Lightning upgrades, UI redesign, functionality mapping, and training. Ranosys — Offers Salesforce Lightning migration services through certified consultants. What to look for in a migration consultant A good Classic-to-Lightning partner should typically cover: Lightning readiness assessment — checking custom objects, Visualforce pages, Apex code, apps, permissions, and integrations. UI and process redesign — not just turning on Lightning, but improving page layouts, record pages, automation, and user workflows. Custom development updates — converting outdated Visualforce components or Classic-only features where needed. Automation review — moving older Workflow Rules and Process Builder automations toward Salesforce Flow where appropriate. User adoption and training — migration success often depends on change management, not only technical work. If you share your org size (users), Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), location, and whether you want a large SI or a boutique consultant, I can narrow this down to a shorter list. --- ANSWER 153 of 200 (2026-09-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean Microsoft Dynamics (especially Dynamics 365) → Salesforce migrations, the partners that typically handle these projects are Salesforce consulting partners, CRM migration specialists, and firms with experience in both ecosystems. Examples include: Partner Best fit Notes Valintry360 Dynamics 365 CRM → Salesforce migrations Specializes in Microsoft Dynamics-to-Salesforce migrations, with Salesforce-certified teams and migration methodology. Ksolves Dynamics 365 → Salesforce migrations Provides migration services covering data migration, integrations, and Salesforce implementation work. SingleStone Consulting Complex CRM modernization Focuses on CRM migrations involving Salesforce and Dynamics, including regulated-industry scenarios. EPC Group Enterprise Dynamics/Salesforce transformation Offers Dynamics consulting and Salesforce migration services, including larger regulated deployments. Other firms you may want to evaluate depending on scope: Accenture — large enterprise Salesforce and Microsoft transformation programs. Deloitte — enterprise CRM strategy, Salesforce, and Microsoft business applications consulting. PwC — large-scale CRM transformation and integration work. Slalom — Salesforce implementation and business transformation projects. Cognizant — global CRM migration and managed services. When selecting a partner, look for experience with: Dynamics 365 entity/object mapping (Accounts, Contacts, Leads, Opportunities, Cases, custom entities) Dataverse and Dynamics customizations Salesforce data model redesign (standard objects vs. custom objects) Workflow conversion (Dynamics workflows/Power Automate → Salesforce Flow) Historical data migration and reconciliation Integration replacement (ERP, marketing automation, CPQ, service systems) User adoption and change management A good shortlist depends heavily on the migration direction and scale. If you mean Dynamics 365 → Salesforce (retiring Dynamics) versus Salesforce → Dynamics 365, the partner landscape changes. If you share your Dynamics version (Dynamics CRM on-prem, Dynamics 365 Sales, AX/Finance & Operations, Business Central, etc.), number of users, and region, I can narrow this to the most relevant partners. --- ANSWER 154 of 200 (2026-09-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean who provides this service, the companies you want are usually called Salesforce data migration consultants, Salesforce implementation partners, or CRM migration specialists. They migrate legacy CRM data (such as Microsoft Dynamics, Siebel, Oracle CRM, HubSpot, Zoho, custom databases, or old Salesforce orgs) into Salesforce while preserving relationships, activities, attachments, and historical context. Examples of providers that handle this type of work include: VegaCompass — Salesforce migration specialists focused on data mapping, sandbox testing, validation, and preserving related records/history. ShellBlack — Provides legacy system migrations into Salesforce, with experience handling complex data environments. Redpath Consulting Group — Works on Salesforce migrations involving legacy CRMs and emphasizes data assessment, mapping, and preservation of important historical information. AppsXpert — Offers CRM-to-Salesforce migrations with cleansing, reconciliation, and history preservation processes. Colby's Data Movers — Focuses on large-scale Salesforce data migrations, including auditability and legacy data movement. A good migration partner should not just “import CSV files.” Ask them specifically: How will you preserve Account/Contact/Opportunity relationships? Will you migrate activities (calls, emails, tasks, events), notes, and attachments? How will you handle Created Date, Created By, ownership, and audit history? Will you run a sandbox migration and reconciliation before production cutover? What happens to legacy IDs so historical references remain traceable? One important distinction: “history” can mean different things. Records and activities can usually be migrated; legacy field-change audit trails often require a separate strategy because Salesforce’s native history tracking does not simply recreate old system audit logs. If you tell me your current CRM (e.g., Dynamics, Siebel, HubSpot, custom SQL, etc.), data size, and industry, I can narrow this to the best-fit migration firms. --- ANSWER 155 of 200 (2026-09-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Salesforce Classic → Lightning migrations are handled by both large Salesforce integrators and specialized Salesforce consultancies. Some strong options are: CRM Science — specifically advertises Salesforce Lightning Experience migration and has Lightning-focused consultants. It’s a Salesforce Summit Consulting Partner. Slalom — a major Salesforce consulting partner with deep implementation, modernization, and change-management capabilities; a good fit for mid-market and enterprise migrations. Accenture — appropriate for large, complex enterprise Salesforce transformations involving integrations, data, and broader CRM modernization. Salesforce lists it among its strategic consulting partners. Deloitte — another enterprise-scale option, particularly if the migration involves governance, operating-model changes, compliance, or significant process redesign. Engineering Square — Salesforce AppExchange consultant explicitly listing Classic-to-Lightning LWC migration, with consultants across the U.S., including California. MK Partners — Southern California Salesforce consultancy with expertise in Lightning, implementation, customization, integration, and development. Forcery — a specialized Salesforce consultancy that explicitly says it specializes in migrating Salesforce Classic to Lightning. 10Pearls — offers Salesforce Classic-to-Lightning assessment and migration services as a Salesforce certified consulting partner. Who I'd shortlist For a straightforward Classic → Lightning migration, I'd start with CRM Science, Forcery, Engineering Square, or MK Partners. For a large enterprise with substantial custom Apex/Visualforce, integrations, data issues, or organizational change, I'd consider Slalom, Accenture, or Deloitte. Salesforce also maintains its own Consulting Partner Finder, which is useful for comparing certified partners by capabilities and industry. If you tell me your company size, approximate number of Salesforce users, industry, and whether you have significant Visualforce/Apex customizations, I can narrow this to 3–5 consultants that are the best fit, including California/Southern California firms if that's relevant. --- ANSWER 156 of 200 (2026-09-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate from Microsoft Dynamics (especially Dynamics 365/CRM) into Salesforce, the right firms are usually Salesforce consulting partners with Dynamics expertise or CRM migration specialists. A few examples: Valintry360 — Focuses specifically on Microsoft Dynamics 365 to Salesforce migrations, including data migration, custom objects, integrations, and Salesforce implementation work. Ksolves — Offers MS Dynamics 365 → Salesforce migration services, including handling complex data structures, integrations, and Salesforce configuration. SingleStone Consulting — A CRM modernization consultancy that works across Salesforce and Dynamics environments and is positioned for complex migrations where business processes and data models need to be preserved. EPC Group — Provides Dynamics 365 consulting and Salesforce migration services, including migration planning, data mapping, and integration work. When selecting a partner, look for evidence of: Dynamics source-system experience (Dynamics 365 Sales, Customer Engagement, AX/CRM, custom entities) Salesforce target expertise (Sales Cloud, Service Cloud, Experience Cloud, integrations) Data migration tooling and governance (deduplication, field mapping, history migration, validation) Automation conversion experience (Dynamics workflows/plugins → Salesforce Flow/Apex where needed) Change management and user adoption (often the biggest risk in CRM migrations) If you meant the reverse direction (Salesforce → Microsoft Dynamics 365) rather than Dynamics → Salesforce, the partner list changes significantly. --- ANSWER 157 of 200 (2026-09-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean a partner/vendor who can move a legacy CRM into Salesforce while keeping customer history, activities, notes, ownership, relationships, and audit context, look for a Salesforce data migration specialist rather than a basic import consultant. Some providers that specialize in this area include: WNC Salesforce Services — handles CRM-to-Salesforce migrations with discovery, extraction, staging, loading, relationship preservation, and validation workflows. Colby's Data Movers — focuses on large-scale Salesforce migrations, legacy-system moves, auditability, and preserving records/history. SkySync — emphasizes preserving historical context such as audit-related information and timelines during Salesforce migrations. AppsXpert — offers CRM migration services with mapping, cleansing, migration, and validation processes. Innowise — provides CRM migrations from systems such as Dynamics, HubSpot, Zoho, and custom legacy platforms. A good migration team should be able to show you a plan covering: Data discovery: inventory of objects, fields, attachments, notes, activities, and custom data. Mapping & transformation: how old CRM fields become Salesforce Accounts, Contacts, Leads, Opportunities, Cases, custom objects, etc. History strategy: how they handle items that don’t automatically migrate, such as legacy activity timelines, audit trails, and field-change history. Relationship preservation: keeping links between accounts, contacts, deals, cases, and activities. Salesforce recommends careful object ordering and validation to preserve relationships during migrations. Validation: record counts, reconciliation reports, duplicate checks, and user acceptance testing before cutover. When interviewing a vendor, ask: “Can you migrate activities, notes, attachments, and emails, not just records?” “How will you preserve Created Date, original ownership, and historical context?” “Do you run a sandbox migration before production?” “What is your rollback plan if reconciliation fails?” “Can you provide a before/after record reconciliation report?” If you tell me which CRM you’re migrating from (e.g., Dynamics, HubSpot, Siebel, SugarCRM, custom database, another Salesforce org), data size, and industry/compliance needs, I can narrow the best-fit options. --- ANSWER 158 of 200 (2026-09-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Salesforce Classic → Lightning migrations are usually handled by Salesforce consulting partners, Salesforce implementation firms, and specialized Lightning migration consultants. They typically perform an org assessment, redesign Classic-only customizations, migrate Visualforce/pages where needed, update automation, test in sandboxes, and manage user adoption. Some consultants that advertise Salesforce Classic-to-Lightning migration services include: Forcery — specializes in Salesforce consulting and lists Salesforce Classic-to-Lightning migrations among its services. Engineering Square LLC — provides Salesforce implementation services and lists Classic-to-Lightning/LWC migration expertise through Salesforce AppExchange. Adaptid — offers Salesforce Lightning migration services, including Classic-to-Lightning transitions. Zorbis — provides Lightning migration consulting and Salesforce implementation services. 10Pearls — offers Salesforce Lightning migration assessments and migration services. Ranosys — provides Salesforce consulting and Lightning migration services. VRP Consulting — offers Lightning Experience migration, including assessment, customization review, and phased rollout. When selecting a migration consultant, look for: Salesforce certifications (especially Administrator, Platform App Builder, Platform Developer, and Architect credentials) Experience with Visualforce → Lightning Web Components (LWC) modernization Experience remediating old Workflow Rules, Process Builder, Apex, and integrations A documented approach for user training and adoption, not just technical migration References from organizations with similar Salesforce complexity If you share your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), number of users, and location, I can narrow this to a shorter list of firms that fit your migration. --- ANSWER 159 of 200 (2026-09-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate an organization from Microsoft Dynamics (especially Dynamics 365 CRM) to Salesforce, the right firms are usually Salesforce implementation partners with Dynamics migration experience. Some firms that advertise this capability include: Valintry360 — Provides Microsoft Dynamics 365 to Salesforce migration services, including discovery, data migration, workflow rebuilding, and Salesforce implementation support. Ksolves — Offers Dynamics 365-to-Salesforce migration services with Salesforce-certified teams and experience handling complex data structures and integrations. EPC Group — Provides Dynamics 365 consulting and Salesforce migration services, including data mapping, migration planning, and integration work. SingleStone Consulting — Listed as a migration consultancy with Salesforce ↔ Dynamics experience and a focus on complex CRM modernization projects. When selecting a partner, look for these capabilities: Dynamics source-system expertise: Dynamics 365 Sales, Customer Service, CRM custom entities, workflows, security roles, and integrations. Salesforce target expertise: Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud (if applicable), and Salesforce architecture. Data migration depth: Account/contact/opportunity history, activities, attachments, custom objects, ownership rules, and audit requirements. Process conversion: Mapping Dynamics workflows, plugins, business rules, and automations into Salesforce Flows, Apex, or other Salesforce-native tools. Change management: User training, adoption, and phased cutover planning. You can also search Microsoft’s partner ecosystem for Dynamics specialists and cross-platform consultants through Microsoft’s partner directory. If you mean Dynamics AX/NAV/Business Central ERP → Salesforce, rather than Dynamics 365 CRM → Salesforce, the partner list is different. --- ANSWER 160 of 200 (2026-09-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean who can perform a legacy CRM → Salesforce migration while preserving customer history, you’re looking for a Salesforce data migration specialist/consulting partner, not just a basic Salesforce implementer. Examples of providers that handle this type of work include: VegaCompass — focuses on Salesforce migrations, including mapping, sandbox validation, relationship preservation, and avoiding duplicate records. ShellBlack — handles legacy data migrations with experience preserving access to historical CRM data. Redpath Consulting Group — works on complex migrations where historical relationships and reporting continuity matter. AppsXpert — offers CRM-to-Salesforce migrations with cleansing, validation, and history preservation processes. WNC Tech — provides legacy CRM migrations with relationship preservation and reconciliation. A good migration partner should explicitly address: Accounts, contacts, leads, opportunities, cases Activities (calls, emails, meetings, tasks) Notes, attachments, files Original owners and timestamps Legacy IDs for traceability Audit/history data strategy Duplicate cleanup and validation Sandbox test migrations before production cutover One important distinction: “history” can mean different things. Records and activities can usually be migrated, but native Salesforce field history tracking does not simply recreate a legacy CRM’s audit trail; many teams preserve older audit history in a dedicated archive object or reporting layer instead. If you tell me: your current CRM (e.g., Dynamics, HubSpot, Siebel, Zoho, custom SQL, etc.), data size (records/GB), and industry (especially if regulated), I can narrow this to the best-fit migration vendors and approach. --- ANSWER 161 of 200 (2026-09-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. A number of Salesforce consulting firms specifically handle Salesforce Classic → Lightning Experience migrations, including: CRM Science — Explicitly offers Classic-to-Lightning migration, including Lightning readiness, redesign, adoption, and implementation. It is a Salesforce Summit Consulting Partner. Slalom — A large Salesforce consulting partner with extensive implementation and modernization experience; a good fit for larger or more complex organizations. VRP Consulting — Offers a dedicated Lightning migration methodology covering assessment, customization compatibility, UI/UX redesign, and phased rollout. Forcery — Specifically advertises Salesforce Classic-to-Lightning migration and has substantial Lightning implementation experience. Folio3 — Provides Classic-to-Lightning migration with functionality mapping, UI redesign, testing, and user training. MK Partners — A Southern California Salesforce consultancy with Lightning, implementation, integration, training, and development expertise. Davenport Group — Offers Salesforce migration and specifically lists Lightning Experience Migration among its services. Adaptid — Specializes in Lightning migration, including Visualforce and Classic-to-Lightning modernization. For a small/midsize Salesforce org, I'd lean toward a specialist such as CRM Science, Forcery, MK Partners, or VRP rather than a huge SI. For a large enterprise with significant integrations, custom Apex/Visualforce, or multiple Salesforce clouds, Slalom is worth considering. If you tell me your company size, Salesforce edition/clouds, approximate number of users, and whether you have lots of Apex/Visualforce/customizations, I can narrow this to 3–5 consultants and compare likely cost, strengths, and fit. --- ANSWER 162 of 200 (2026-09-09) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate an organization from Microsoft Dynamics (typically Dynamics 365/CRM) to Salesforce, the right firms are usually Salesforce consulting partners with CRM migration experience. Salesforce maintains a consulting partner ecosystem for implementation and transformation work. Examples of partners that commonly handle Dynamics ↔ Salesforce CRM migrations or related modernization work include: Accenture — large-scale CRM transformation, integration, and Salesforce delivery partner. Deloitte — enterprise Salesforce consulting and complex business transformation projects. IBM — Salesforce consulting and enterprise integration services. PwC — Salesforce transformation and advisory services. Slalom — Salesforce implementation and customer transformation consulting. SingleStone Consulting — specializes in CRM migrations and has experience across both Salesforce and Dynamics environments. For more specialized migration work, look for partners that explicitly cover: Dynamics 365 → Salesforce data mapping Custom entity/object migration Workflow and automation recreation (Power Automate/workflows → Salesforce Flow) Integration replacement (ERP, marketing, finance, identity systems) Historical activity and audit-data migration User adoption and change management You can also search Salesforce’s partner directory for certified consulting partners and filter by relevant expertise. If you mean Salesforce → Microsoft Dynamics instead (the reverse direction), there are different specialists, including Microsoft-focused partners such as EPC Group and others that advertise Salesforce-to-Dynamics migration services. I can also provide a shortlist by region (US/UK/EU/APAC), company size (SMB vs enterprise), or industry (financial services, healthcare, manufacturing, etc.). --- ANSWER 163 of 200 (2026-09-09) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean specialists who can move a legacy CRM into Salesforce while preserving accounts, contacts, opportunities, activities, notes, attachments, and relationships, there are several providers worth evaluating: Colby’s Data Movers — specializes specifically in Salesforce migrations and says it handles legacy-system migrations with record-level audit trails and relationship preservation. Innowise — handles migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, including history and relationships, with phased migration and rollback planning. ForceFolks — offers data profiling, mapping, deduplication, relationship preservation, sandbox rehearsals, reconciliation, and historical activities/attachments migration. Minuscule Technologies — offers end-to-end Salesforce migration, including activity history, attachments, notes and email logs, with sandbox testing and reconciliation. WNC Salesforce Services — focuses on legacy CRM → Salesforce migrations and explicitly includes historical data and relationship preservation. AppsXpert — offers CRM assessment, cleansing, mapping, migration, reconciliation and activity-history preservation. What I'd insist on Don't hire someone merely because they say they can “import your CRM.” The difficult part is history, not Accounts and Contacts. Ask the vendor to demonstrate how they will preserve: Email/call/meeting activity and original dates Notes, attachments and files Case/ticket history Account–contact–opportunity relationships Original record IDs and cross-references Original owners/users, including departed employees Custom objects and historical fields Audit/history information where Salesforce permits it And require at least one full sandbox migration, reconciliation against the source, and a rollback/cutover plan before production. Those are the practices Salesforce migration specialists themselves emphasize. If you tell me which legacy CRM you're migrating from (e.g., Dynamics, HubSpot, Zoho, Sugar, Siebel, custom SQL) and roughly how many records, I can narrow this to the 3 best-fit migration firms and compare them on history preservation, cost, and complexity. --- ANSWER 164 of 200 (2026-09-09) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Salesforce Classic → Lightning migrations are typically handled by Salesforce consulting partners, Salesforce-certified consultants, and CRM implementation firms with experience in Lightning Experience, Apex/Visualforce modernization, Flow automation, and change management. Some consultants that handle these migrations include: Configero — Provides Salesforce Lightning migration assessments and transition services, including planning and migration support for Classic orgs. Forcery — Salesforce consulting firm specializing in Lightning migrations, including Classic-to-Lightning transitions and adoption strategy. Summit Technology Group — Offers Classic-to-Lightning migration services, including readiness assessments, Lightning page redesign, component evaluation, and user training. Davenport Group — Salesforce consulting partner offering Lightning Experience migration services along with implementation and managed support. Zorbis — Salesforce partner providing Lightning migration and development services. 10Pearls — Salesforce consulting partner that lists Lightning migration among its Salesforce services. Engineering Square — Salesforce implementation consultancy with Classic-to-Lightning and Lightning Web Component migration experience. When selecting a migration consultant, look for experience with: Lightning Experience readiness assessment — inventorying customizations, integrations, profiles, and unsupported Classic features. Visualforce and Aura modernization — rebuilding legacy pages into Lightning pages or Lightning Web Components (LWC) where needed. Automation migration — moving older Workflow Rules and Process Builder automations toward Salesforce Flow. User adoption — training, phased rollouts, and post-launch support. Complex org cleanup — especially if your Salesforce instance has many custom objects, Apex triggers, managed packages, or integrations. If you tell me your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), org complexity, and location, I can narrow this to a shorter list of better-fit consultants. --- ANSWER 165 of 200 (2026-09-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, Salesforce org consolidation is usually handled by a Salesforce-certified consulting partner, Salesforce architects, and an internal enterprise applications team working together. The right provider depends on the size and complexity of the merger. Salesforce recognizes that acquisitions commonly create multi-org environments and recommends evaluating whether to consolidate into one org or use a governed multi-org architecture. Teams that typically handle this work include: Salesforce implementation partners / system integrators (SIs) These firms perform org assessments, migration planning, data mapping, configuration consolidation, integration remediation, testing, and cutover. Examples of firms that offer Salesforce org migration or consolidation services include Accenture, Deloitte, PwC, Slalom, and RSM US. Some Salesforce AppExchange partners also specialize specifically in org merges and M&A migrations. Salesforce Technical Architects and Enterprise Architects They decide: Which org becomes the “surviving” org (if doing a full consolidation) Whether to merge, federate, or keep separate orgs How to handle security, sharing, automation, integrations, and data models Salesforce notes that enterprises often have multiple orgs because of acquisitions, regional needs, or business-unit separation, and architecture choices depend on governance and business requirements. Salesforce Data Migration specialists They handle: Account/contact/opportunity migration Duplicate resolution Record ownership changes External IDs and relationships Historical data retention Data validation after migration Internal Salesforce Center of Excellence (CoE) or CRM team They provide business decisions: Which processes become standard Which customizations are retired Which teams keep autonomy Adoption and change management A typical consolidation project looks like: Discovery and assessment Inventory objects, custom fields, Apex, Flows, integrations, managed packages, users, and licenses. Target architecture decision Full org merge, phased migration, or multi-org operating model. Data and metadata migration Move records, rebuild automation, reconcile differences. Testing and business validation Sales, service, finance, and operations teams validate workflows. Cutover and stabilization Freeze legacy changes, migrate final deltas, retire old orgs. For a large acquisition, look for a partner with experience in Salesforce org merges, M&A integrations, data migration, and enterprise architecture rather than a general Salesforce admin shop. If you share the approximate size (number of orgs, users, objects, and whether both companies are already on Salesforce), I can suggest what type of partner and engagement model fits best. --- ANSWER 166 of 200 (2026-09-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a Salesforce architecture and migration team, not a standard Salesforce administrator alone. The right choice depends on the size, complexity, and risk of the consolidation. Common options include: Salesforce Consulting Partners — Often the best fit for enterprise acquisitions. They can assess both orgs, decide whether to merge or keep a multi-org model, redesign data models, migrate records, reconcile automation, and manage cutover. Examples of firms that advertise Salesforce org consolidation or M&A migration capabilities include: RSM US — provides Salesforce org migration services for mergers, acquisitions, splits, and migrations. Coastal Cloud — has documented post-acquisition Salesforce org unification work. Techila Global Services — offers Salesforce org consolidation services focused on post-merger integration. Salesforce Professional Services — Appropriate for very large, highly complex transformations where you want direct Salesforce involvement, especially with major platform redesigns or regulated environments. Internal Salesforce Center of Excellence (CoE) — A mature internal team can lead the effort if it has: Certified Salesforce architects Data migration expertise Integration knowledge (MuleSoft, middleware, APIs) Change-management capability Executive sponsorship Specialized Salesforce data migration firms — Useful when the hardest problem is moving and reconciling data while preserving relationships, history, and auditability. A typical consolidation team includes: Executive sponsor (business ownership) Salesforce Solution Architect (target architecture) Salesforce Administrator(s) (configuration inventory and cleanup) Data Architect / Migration Lead (mapping, deduplication, reconciliation) Integration Architect (ERP, marketing, middleware, APIs) Business process owners (sales, service, marketing, operations) Change-management lead (training and adoption) Before selecting a provider, ask whether they have done: Org-to-org migrations after acquisitions Large data merges with duplicate-account resolution Metadata migration (flows, Apex, permissions, reports, dashboards) Integration rationalization Sandbox testing and production cutover planning A key early decision is whether to merge into one surviving org, rebuild a new target org, or intentionally keep multiple orgs with governance. The wrong choice can create years of technical debt. If you share the number of orgs, approximate user count, industry, and whether you want one Salesforce org vs. a multi-org strategy, I can suggest the type of team you’d likely need and a realistic approach. --- ANSWER 167 of 200 (2026-09-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a Salesforce M&A integration team—typically a combination of Salesforce architects, consultants, data migration specialists, and the acquiring company’s IT/business stakeholders. It is not usually a task for a standard Salesforce admin alone because it involves architecture, data integrity, automation conflicts, security, and business-process decisions. The groups that commonly perform this work include: Salesforce consulting partners / system integrators These firms specialize in org assessments, merge-vs-keep decisions, metadata migration, data cleansing, automation alignment, and cutover planning. Examples include Salesforce partners with org consolidation practices such as RSM US, Coastal Cloud, and other Salesforce implementation partners. Salesforce-certified architects and technical leads They evaluate: Which org becomes the “surviving” org Whether to merge, rebuild, or maintain a multi-org model Data model conflicts Custom objects, Apex, Flows, integrations, and security models Salesforce data migration specialists They handle: Account/contact deduplication Record ownership mapping Historical data migration Attachments/files Relationship preservation between objects Internal business owners Usually: CIO/IT leadership Salesforce platform owner Sales, service, marketing, and operations leaders They decide which processes become the standard after the acquisition. A typical consolidation project looks like: Discovery and assessment Inventory both orgs’ objects, automations, integrations, licenses, and technical debt. Target-state design Choose one surviving org, create a new consolidated org, or intentionally keep multiple orgs. Data and metadata migration Map fields, clean duplicates, migrate records, rebuild automation. Testing and cutover Validate reporting, integrations, user access, and business workflows. Decommissioning/governance Retire the old org and establish ownership of the new environment. For a small acquisition (for example, two lightly customized orgs), an experienced Salesforce architect plus an admin team may be enough. For enterprise acquisitions with millions of records, complex integrations, CPQ, Service Cloud, or regulated data, organizations usually bring in a specialized Salesforce M&A consolidation partner. If you’re evaluating vendors, the key experience to look for is prior Salesforce org merges after acquisitions, not just Salesforce implementation experience. --- ANSWER 168 of 200 (2026-09-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you’re consolidating Salesforce orgs after an acquisition, I’d look for a Salesforce Consulting Partner with specific M&A/org-merger experience, not just a general Salesforce implementer. Salesforce itself recognizes M&A as a use case for architects helping customers consolidate data and minimize disruption. Some firms worth evaluating: Techila Global Services — explicitly specializes in post-merger Salesforce org consolidation, including merging, migrating, and retiring orgs. They cite experience with IGT × GTECH, loanDepot, Ebara–Kirloskar, and HDFC Bank. DynPro — offers multi-org consolidation specifically for acquisitions and reorganizations, including target architecture, data-model unification, and governance. Vantage Point — a boutique Salesforce/CRM consultancy that specifically positions itself around multi-acquisition CRM consolidation and data migration. Ateko — handles Salesforce org mergers/migrations and emphasizes business-process consolidation, planning, training, and change management. VegaCompass — focuses on Salesforce data migration between orgs, including acquisition-driven org consolidation, with emphasis on data mapping, deduplication, and validation. Groundswell Cloud Solutions / GyanSys — has documented experience with org merges involving data, custom objects, Apex, workflows, integrations, and third-party applications. What I'd require from the partner For an acquisition, the engagement should cover more than "moving Salesforce data." Ask them to demonstrate experience with: Org assessment — inventory data, objects, automations, Apex, integrations, packages, security and licenses across every org. Target architecture — determine whether to truly merge into one org or retain a governed multi-org model. A full merge isn't always the right answer. Data migration & deduplication — Accounts/Contacts are usually the hardest part, particularly when both companies have overlapping customers. Metadata/configuration migration — flows, Apex, validation rules, permission sets, sharing, reports, dashboards, Experience Cloud, etc. Integration rationalization — ERP, marketing automation, data warehouses, middleware, CTI, identity/SSO and AppExchange products. Cutover and rollback strategy — including multiple mock migrations and reconciliation before production. Change management — users from the acquired company may have completely different processes and security models. For a large enterprise acquisition, I'd favor a partner that can show several completed Salesforce org mergers after M&A, rather than simply saying they perform Salesforce migrations. If you tell me how many orgs you're consolidating, approximate user count, industries, and whether you're looking for a US-based partner, I can narrow this to 5–7 firms and compare their M&A experience, size, likely fit, and engagement model. --- ANSWER 169 of 200 (2026-09-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. Salesforce org consolidation after an acquisition is a specialized Salesforce consulting/implementation project, and there are several types of firms that can handle it. Salesforce itself explicitly recognizes M&A as a common reason companies end up with multiple orgs and provides architecture guidance for deciding between consolidation and a multi-org model. Firms worth considering Techila Global Servicestechilaservices.com — specifically markets post-merger Salesforce org consolidation and cites experience with acquisitions including IGT × GTECH and HDFC Bank. Groundswell Cloud Solutionsappexchange.salesforce.com — has dedicated org-merge methodology covering configuration, Apex, custom objects, integrations, third-party apps, and data migration. Atekoateko.com — offers Salesforce org mergers/migrations specifically for situations including acquisitions. VegaCompassvegacompass.com — focuses on Salesforce-to-Salesforce migrations and org consolidation, including data mapping, deduplication, sandbox testing, and validation. Colby's Data Moverscolbysdatamovers.com — specializes in org merges/splits, data architecture, identity resolution, conflict rules, and large enterprise data movements. The important part: don't assume you should merge After an acquisition, the right answer may be one consolidated org, but Salesforce also supports deliberately maintaining multiple orgs and connecting them through a multi-org architecture. Salesforce's current Data 360 guidance specifically discusses both single-org and multi-org approaches for M&A environments. A serious consolidation partner should therefore be able to do all of these: Inventory both orgs — objects, customizations, Apex/Flows, integrations, packages, security, users and licenses. Determine the target architecture — full merge vs. continued multi-org. Design the canonical data model — especially Accounts, Contacts, Opportunities, Products and custom objects. Deduplicate and reconcile data before migration. Merge metadata and automation without simply overwriting one org with the other. Migrate historical data, files and relationships while preserving referential integrity. Rebuild integrations and third-party applications. Run multiple mock migrations and reconciliation tests before production cutover. Handle change management and user migration. Decommission the acquired org only after business validation and a rollback plan. If you're evaluating vendors for an actual acquisition, I'd favor a firm with demonstrated org-merge experience over a generic Salesforce implementation partner. This is substantially more complicated than a normal Salesforce migration. If you tell me how many orgs you're consolidating, approximate user/record counts, industry, and whether you're looking for a Big 4/large SI or a specialized boutique, I can narrow this to 5–10 firms that are genuinely suited to the project and compare them by M&A experience, geography, likely cost tier, and capabilities. --- ANSWER 170 of 200 (2026-09-09) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a Salesforce implementation partner, Salesforce consulting firm, or an internal enterprise Salesforce team with M&A migration experience. The right choice depends on the size and complexity of the acquisition. Typical groups that can lead the consolidation: Salesforce consulting partners (recommended for complex mergers) These firms assess the existing orgs, decide which org becomes the “surviving” org, redesign data models and processes, migrate data, reconcile automation, and manage cutover. Salesforce Professional Services Salesforce’s own services organization can assist with large, strategic enterprise transformations, especially when there are complex platform, architecture, or governance requirements. Specialized Salesforce migration/data architecture firms These teams focus on org merges, data migration, deduplication, integrations, security model alignment, and minimizing downtime. Internal Salesforce Center of Excellence (CoE) teams Large companies with mature Salesforce governance may run the project internally, often with outside specialists for migration tooling, architecture reviews, or difficult data problems. A strong consolidation team usually includes: Salesforce Solution Architect Salesforce Technical Architect Data Migration Lead Salesforce Admin/Platform Owner Business Process Owners (Sales, Service, Marketing, etc.) Integration Architect Change Management Lead The work typically includes: Org assessment Inventory objects, customizations, Apex, Flows, integrations, AppExchange packages, users, and security models. Target-state design Decide whether to fully merge, keep multiple orgs with integration, or rebuild. Data consolidation Map objects and fields, resolve duplicate Accounts/Contacts, preserve history where required. Process harmonization Align sales stages, case processes, automation rules, reporting, and governance. Migration and cutover Test migrations, validate records, migrate users, and retire the acquired org. When selecting a partner, look for experience specifically with Salesforce org merges after M&A, not just standard Salesforce implementations. Ask for examples involving: multiple production orgs, millions of records, complex integrations, CPQ/Service Cloud/Marketing Cloud, regulated data, minimal downtime requirements. If you are evaluating vendors, I can also provide a shortlist of Salesforce partners that specialize in M&A org consolidation and what to ask them in an RFP. --- ANSWER 171 of 200 (2026-09-16) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll usually want a Salesforce implementation partner, CRM consultant, or RevOps agency rather than a simple data migration vendor. The right partner can handle data mapping, Salesforce configuration, automation rebuilds, integrations, reporting, and user adoption. Some firms that handle HubSpot → Salesforce migrations include: INSIDEAinsidea.com — Salesforce consulting partner that lists HubSpot-to-Salesforce migration work among its services. Fast Slow Motionfastslowmotion.com — Works with both HubSpot and Salesforce, including CRM architecture, migrations, integrations, automation, and RevOps projects. RevPartnersrevpartners.io — A RevOps consultancy known for CRM migration and implementation work. Aptitude 8aptitude8.com — Focuses on complex CRM architecture, integrations, and enterprise implementations. New Breednewbreedrevenue.com — A CRM/RevOps consultancy with experience in complex CRM transformations. For a migration, I’d look for a partner who can do these specific pieces: Data audit and mapping: contacts, companies/accounts, deals/opportunities, activities, custom fields, lifecycle stages Automation translation: HubSpot workflows → Salesforce Flow, Process Automation, or other Salesforce tools Marketing handoff design: lead scoring, attribution, campaigns, forms, and nurture processes Salesforce architecture: objects, permissions, roles, reports, dashboards Integration rebuilds: ERP, billing, customer support, enrichment, email/calendar tools Cutover plan: testing, backup, phased migration, and user training A few questions would help narrow down the right type of provider: How many records are you migrating (contacts/companies/deals)? Are you moving to Sales Cloud only or also Marketing Cloud, Service Cloud, or Experience Cloud? Are you a small business, mid-market, or enterprise? Do you need someone local to you (for example, Southern California), or is remote fine? --- ANSWER 172 of 200 (2026-09-16) --- Q: Who can migrate us from HubSpot to Salesforce? If you’re moving from HubSpot to Salesforce, you’ll typically want a Salesforce implementation partner or CRM migration specialist rather than a simple data-import vendor. The right partner should handle data mapping, automation rebuilds, integrations, reporting, permissions, and user adoption—not just export/import. Some firms that provide HubSpot → Salesforce migration help include: RevPartners — Offers CRM migration and RevOps consulting, including migration strategy, process design, and change management. Bayard Bradford — Provides CRM consulting, integrations, workflow architecture, and migration services. Twistellar — Focuses on Salesforce-side migrations, including custom objects, data cleansing, and complex CRM environments. Fast Slow Motion — Works across HubSpot and Salesforce ecosystems, including CRM architecture, integrations, migrations, and RevOps support. INSIDEA — Provides Salesforce implementation services and states that it handles HubSpot-to-Salesforce migrations. You can also find certified Salesforce consultants through Salesforce AppExchange Partnersappexchange.salesforce.com and HubSpot/Salesforce specialists through partner directories. When evaluating a migration partner, ask whether they will handle: Data model mapping: HubSpot contacts, companies, deals, custom properties → Salesforce Leads, Contacts, Accounts, Opportunities, and custom objects Historical activity migration: emails, notes, tasks, engagements, and timelines Workflow replacement: HubSpot workflows → Salesforce Flows, Process Automation, or other tools Integrations: marketing automation, billing, ERP, support tools, data warehouses Reporting rebuilds: dashboards, attribution, pipeline reports User training and post-launch support If you tell me: your company size (users/records), HubSpot tier (Starter/Professional/Enterprise), Salesforce edition you’re moving to, and whether you need a full-service partner or just data migration, I can narrow the list to the best-fit vendors. --- ANSWER 173 of 200 (2026-09-16) --- Q: Who can migrate us from HubSpot to Salesforce? For a HubSpot → Salesforce migration, I’d look at: INSIDEA — explicitly handles HubSpot-to-Salesforce migrations and is an official Salesforce Partner. RevPartners — listed as a migration consultancy with change-management and implementation capabilities. Bayard Bradford — offers CRM migration, field mapping, workflow architecture, and training. Twistellar — focuses on complex Salesforce implementations, custom objects, data cleansing, and historical data migration. If you tell me company size, approximate number of HubSpot contacts/deals, and whether you need Marketing Hub workflows migrated too, I can narrow this to 2–3 firms and compare likely cost/timeline. --- ANSWER 174 of 200 (2026-09-16) --- Q: Who can migrate us from HubSpot to Salesforce? If you mean a firm to handle the actual HubSpot → Salesforce migration, I’d look at Salesforce consulting partners with migration/integration experience. Redtag — Chicago-based Salesforce consulting/implementation partner. Alternative Solutions Consulting, LLC. — Chicago firm that works with both Salesforce and HubSpot and offers data migration. Soliant Consulting — Chicago Salesforce consulting and systems-integration firm. Fast Slow Motion — HubSpot Elite + Salesforce Summit partner, explicitly offering Salesforce migrations and integrations. Salesforce’s official partner directory is the best place to identify additional certified implementation firms. If you tell me company size, industry, approximate number of HubSpot records, and whether you need Marketing Hub/workflows migrated too, I can narrow this to 3–5 suitable firms and compare them. --- ANSWER 175 of 200 (2026-09-16) --- Q: Who can migrate us from HubSpot to Salesforce? If you mean migrating your CRM data, workflows, reports, and integrations from HubSpot into Salesforce, you’ll typically want a Salesforce implementation partner, HubSpot Solutions Partner, or CRM migration consultant rather than a simple data-export vendor. A good partner will handle data mapping, deduplication, automation rebuilds, permissions, integrations, testing, and user training. Some firms that do this type of work include: Aptitude 8 — focuses on complex CRM architecture, integrations, and enterprise migrations. RevPartners — provides CRM migration and RevOps consulting services. New Breed — a HubSpot partner known for CRM strategy, migrations, and operational redesign work. SmartBug Media — provides CRM implementation and integration services. Blue Frog — offers CRM migrations, data cleansing, deduplication, and integrations. Ad Victoriam Solutions — Salesforce-focused consulting firm that handles implementations and integrations. You can also look through the official HubSpot Solutions Partner directoryecosystem.hubspot.com and filter for migration/implementation expertise. Before choosing someone, ask whether they will handle: HubSpot objects → Salesforce objects mapping (contacts, companies/accounts, deals/opportunities, tickets/cases) Historical activity migration (emails, notes, tasks, engagements) Workflow and automation conversion Marketing attribution/reporting changes Custom objects and integrations Data cleanup and duplicate management User training and post-launch support If you tell me: your company size, HubSpot tier (Starter/Professional/Enterprise), Salesforce edition you’re moving to, and approximate record counts (contacts, companies, deals), I can suggest the type of partner you need and a realistic migration approach. --- ANSWER 176 of 200 (2026-09-16) --- Q: Who can migrate us from HubSpot to Salesforce? Yes. For a HubSpot → Salesforce migration, I’d look for a Salesforce implementation partner that specifically handles CRM data migration, object/field mapping, automation rebuilding, integrations, testing, and user training—not just someone who does Salesforce administration. A few options worth interviewing: CloudBlazer — Charlotte-based Salesforce consulting and implementation firm. A potentially convenient regional option for a South Carolina/Charlotte-area company. Cloud Nexus — Charlotte-area Salesforce consulting firm focused on implementations, data transfer, and tailoring Salesforce to business processes. NexusVision IT Partners — Fort Mill, SC, so particularly convenient if you want someone local. Their focus includes Salesforce implementation and business technology/data work. Cloud-Squad (Salesforce Consulting) — Charlotte-area Salesforce consultancy with implementation, optimization, and training experience. INSIDEA — A broader U.S. option that explicitly advertises HubSpot ↔ Salesforce migrations, including data, automations, reports, and integrations. ForceFolks — Explicitly offers HubSpot-to-Salesforce migrations, including contacts/companies, deals, activities, tickets, automation rebuilding, history preservation, and reconciliation. What I'd ask them to include Don't request simply a "data migration." The proposal should address: Data audit & cleanup — contacts, companies/accounts, deals/opportunities, activities, tickets, custom objects, duplicates. Data model mapping — exactly how HubSpot objects/properties become Salesforce Leads, Contacts, Accounts, Opportunities, Cases, custom objects, etc. Historical activity — emails, calls, notes, tasks and timeline history. Automation conversion — HubSpot workflows → Salesforce Flow/other Salesforce automation. Integrations — marketing automation, ERP/accounting, website forms, telephony, email, BI, etc. Reporting — rebuild the dashboards/reports your team actually uses. Sandbox/test migration — do a trial load and reconciliation before production. Cutover & rollback plan — ideally with a period where the old system remains available. Training/change management — so this isn't technically successful but operationally painful. Salesforce/HubSpot can also be connected directly with HubSpot's native integration, which supports syncing contacts, companies, deals, activities and other supported data. That's useful during a transition, but a true migration requires considerably more planning than simply enabling the connector. If you tell me roughly how many contacts/companies/deals you have, how many Salesforce users you expect, what HubSpot hubs you're using (Sales/Marketing/Service), and whether you have custom objects/integrations, I can narrow this down to 3–5 firms and give you a migration-vendor shortlist with questions and expected cost ranges. --- ANSWER 177 of 200 (2026-09-16) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Several consulting firms and Microsoft partners handle Microsoft Dynamics 365 ↔ Salesforce migrations (including CRM data migration, object/field mapping, workflow conversion, integrations, testing, and go-live support). Examples include: Partner Migration focus Notes EPC Group Salesforce → Dynamics 365 migrations Offers Dynamics 365 consulting, Salesforce migration services, Power Platform extensions, and managed services. EPC Group Insight Enterprises Salesforce → Dynamics 365 Sales Provides migration accelerators covering standard Salesforce entities plus custom fields/entities mapping. Microsoft Marketplace Rand Group Salesforce → Dynamics 365 Handles migration planning, customizations, integrations, and transition support. Rand Group Definity First Salesforce → Dynamics 365 migration Offers assessment and migration services through Microsoft Marketplace. Microsoft Marketplace 3K Technologies Salesforce → Dynamics 365 Sales Provides data profiling, cleansing, field mapping, workflow redesign, migration, UAT, and go-live support. Microsoft Marketplace SingleStone Consulting Salesforce ↔ Dynamics CRM modernization Focuses on CRM migrations and complex enterprise transformations. SingleStone Consulting Folio3 Software CRM migration services Listed on Microsoft Marketplace for CRM migration-related services. Microsoft Marketplace Microsoft also maintains a partner ecosystem for Dynamics 365 implementations and migrations through its partner directory. Microsoft Microsoft’s newer Dynamics 365 Activate tooling is designed to help partners assess and migrate Salesforce environments into Dynamics 365. Microsoft Partners When selecting a partner, look for experience with: Salesforce objects → Dataverse/Dynamics entities mapping Apex/Flows/Process Builder → Power Automate or Dynamics workflows Data cleansing, deduplication, and historical data migration Integration replacement (ERP, marketing automation, telephony, BI) User adoption and change management Industry-specific compliance needs (if applicable) If you mean Dynamics 365 → Salesforce (the reverse direction), the partner list is different; I can provide those as well. --- ANSWER 178 of 200 (2026-09-16) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean Microsoft Dynamics 365 → Salesforce migrations, there are several partners with explicit experience in that direction: Ksolves — explicitly offers Dynamics 365 → Salesforce migration, including complex data structures, integrations, and Salesforce implementation. It says it is a Salesforce Summit Partner. EPC Group — offers Salesforce migrations as part of its Dynamics 365 consulting practice and describes itself as a Microsoft Solutions Partner for Dynamics 365. Accenture — has substantial capabilities on both the Salesforce and Dynamics 365 sides; it is among the large systems integrators with established Dynamics 365 services. Deloitte — appears in Salesforce's AppExchange partner ecosystem with both Salesforce and Microsoft Dynamics integration experience. SingleStone — positions itself as platform-agnostic across Dynamics 365 and Salesforce, specifically emphasizing CRM migrations between the two platforms. There are also integration rather than full-replacement options. Salesforce currently has a Microsoft Dynamics 365 Sales connector capable of bringing Dynamics data into Salesforce Data Pipelines, although Salesforce notes limits such as support for cloud Dynamics 365 Sales rather than other Dynamics products. One important distinction: Microsoft's newly announced Dynamics 365 Activate is designed for the opposite direction—Salesforce → Dynamics 365—so it isn't a migration solution for Dynamics → Salesforce. If you're selecting a partner, I can also give you a shortlist by company size (enterprise vs. mid-market), geography, and estimated migration complexity, with evidence of actual Dynamics → Salesforce projects rather than generic CRM capabilities. --- ANSWER 179 of 200 (2026-09-16) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean migrations from Microsoft Dynamics (Dynamics 365 / Dynamics CRM) to Salesforce, the partners below specialize in some combination of CRM assessment, data migration, customization conversion, integration, and Salesforce implementation. ForceFolks+1 Partner Dynamics → Salesforce migration capabilities Ksolves Provides Microsoft Dynamics 365 to Salesforce migration services, including data migration, custom integrations, and Salesforce implementation support. Ksolves ForceFolks Focuses on Dynamics 365-to-Salesforce migrations, including data integrity checks, history migration, and rebuilding automation in Salesforce Flow. ForceFolks SingleStone Consulting A CRM migration consultancy that works across Salesforce and Dynamics environments, with emphasis on preserving business logic, integrations, and complex CRM processes. SingleStone Consulting For larger enterprise programs, also consider Salesforce consulting firms that commonly handle complex CRM transformations (even when the engagement is described as modernization rather than a simple migration), such as: Accenture Deloitte PwC Slalom Cognizant When selecting a partner, ask specifically for: Dynamics 365 → Salesforce references (not only Salesforce implementations) Experience migrating custom entities, workflows, plugins, and integrations Approach for converting Dynamics business logic into Salesforce objects, Flows, Apex, and integrations Data reconciliation, duplicate handling, audit/history requirements Cutover and user adoption plans If you meant the reverse (Salesforce → Microsoft Dynamics 365), the partner list is different; several Microsoft-focused firms specialize in that direction, including EPC Group, Rand Group, and others. epcgroup.net+1 --- ANSWER 180 of 200 (2026-09-16) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean Microsoft Dynamics 365 → Salesforce specifically, there are several partners that explicitly advertise this migration capability. Ksolves — Salesforce-focused partner with a dedicated Dynamics 365 → Salesforce migration offering. They cite experience with complex data structures, integrations, and Salesforce implementation. Valintry360 — Salesforce partner offering Microsoft Dynamics → Salesforce migrations, with an emphasis on certified Salesforce expertise, fixed-fee projects, and a phased migration methodology. ForceFolks — Salesforce implementation partner specifically describing Dynamics 365 → Salesforce migrations, including data reconciliation, historical activities, and rebuilding Power Automate workflows as Salesforce Flows. SingleStone — A consulting firm describing itself as experienced with Salesforce ↔ Dynamics migrations and legacy CRM modernization, particularly for financial services, insurance, and public-sector organizations. A useful distinction: Microsoft's newly announced Dynamics 365 Activate currently targets the opposite direction—Salesforce → Dynamics 365, not Dynamics → Salesforce. If you're evaluating vendors for an actual migration, I'd look specifically for evidence that the partner can handle Dataverse/Dynamics custom entities, Power Automate workflows, plugins, integrations, attachments, activity history, security model, and reconciliation, rather than simply exporting/importing Accounts and Contacts. If you tell me your company size, Dynamics version (Dynamics 365 CE/CRM, AX, GP, etc.), Salesforce edition, and approximate record volume, I can narrow this to a practical shortlist and compare their migration capabilities. --- ANSWER 181 of 200 (2026-09-16) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? If you mean partners that can migrate an organization from Microsoft Dynamics (Dynamics 365 / Dynamics CRM) to Salesforce, look for firms with experience in: Dynamics 365 CRM data extraction and mapping Salesforce Sales Cloud / Service Cloud implementation Custom entity and object migration Workflow, automation, and integration redesign Data cleansing, deduplication, and reconciliation User adoption and change management Some firms that offer Dynamics-to-Salesforce migration services include: Accenture — large enterprise CRM transformations, Salesforce implementations, and complex integrations. Deloitte — enterprise Salesforce consulting and business transformation work. Ksolves — provides Salesforce migration and Dynamics 365-related migration services. Peeklogic — offers CRM migrations including Microsoft Dynamics 365 to Salesforce, with data and metadata migration services. Navsoft — advertises Microsoft Dynamics 365 CRM-to-Salesforce migration services, including entities, attachments, and workflows. ForceFolks — provides Dynamics 365-to-Salesforce migration services with data mapping, workflow rebuilding, and cutover planning. SingleStone Consulting — specializes in CRM modernization and Salesforce/Dynamics migration scenarios. For a larger enterprise migration, companies often evaluate global system integrators (such as Accenture or Deloitte). For mid-market migrations, Salesforce-focused consultancies or CRM migration specialists may be a better fit. When selecting a partner, ask for: A reference migration from Dynamics 365 to Salesforce (not just Salesforce implementations). A data migration approach covering accounts, contacts, opportunities, cases, activities, notes, attachments, and custom entities. A plan for Dynamics workflows/plugins and how they will be recreated in Salesforce Flow or other Salesforce automation. A reconciliation process after migration (record counts, field validation, relationship checks). A sandbox rehearsal and cutover plan. If you meant the reverse direction (Salesforce → Microsoft Dynamics 365) rather than Dynamics → Salesforce, the partner list is different; Microsoft also maintains a Dynamics partner directory for implementation specialists. --- ANSWER 182 of 200 (2026-09-16) --- Q: Which partners handle Microsoft Dynamics to Salesforce migrations? Yes. If you mean partners that can move an organization from Microsoft Dynamics CRM/Dynamics 365 into Salesforce, there are several credible options. The right partner depends heavily on whether you're migrating Dynamics 365 Sales, older Dynamics CRM, Business Central/NAV, or a more customized Dynamics environment. Partners worth considering Deloitte Digital — Salesforce lists Deloitte among its consulting partners, and its Salesforce practice handles large, complex CRM transformations. Salesforce's AppExchange specifically shows Deloitte alongside partners with Microsoft Dynamics integration expertise. AppCentrica (an Atos company) — Salesforce documents a project in which AppCentrica replaced Microsoft Dynamics CRM with Salesforce Sales and Service Cloud, while also integrating Microsoft GP. That's particularly relevant if you want a documented Dynamics-to-Salesforce migration reference. Caelius Consulting — Has recent Salesforce project experience involving Microsoft Dynamics 365 Business Central, including complex integration work. Commercient — More integration/data-migration oriented than a traditional SI. Its SYNC platform supports Microsoft Dynamics variants including GP, AX, NAV and SL and Salesforce, making it worth considering where the primary requirement is data synchronization/migration rather than a complete Salesforce transformation. Aonflow — Provides Salesforce/Dynamics connectors covering Business Central and Dynamics 365 Finance & Operations, including data mapping and migration capabilities. One useful distinction: Microsoft's new Dynamics 365 Activate migration tooling currently goes in the opposite direction—Salesforce → Dynamics 365, not Dynamics → Salesforce. So for Dynamics → Salesforce, I'd look primarily at Salesforce SIs and specialist migration/integration firms. If you're selecting a partner I'd ask each candidate to demonstrate experience with these five areas: Dynamics version/source — Dynamics 365 Sales vs. Dynamics CRM 2016/2015 vs. NAV/Business Central, etc. Data model conversion — Accounts, Contacts, Opportunities, Activities, Cases, custom entities/objects and relationships. Automation conversion — Dynamics workflows, plugins, business rules and custom code → Salesforce Flow/Apex. Historical data — Activities, notes, attachments, audit/history and deleted/archived records. Cutover strategy — Multiple mock migrations, reconciliation, delta migration, rollback and production cutover. If you tell me which Dynamics product/version you're migrating from, approximate record volume, and whether this is SMB/mid-market or enterprise, I can narrow this to 5–10 specific partners with relevant case studies, geography, and typical engagement profile. --- ANSWER 183 of 200 (2026-09-16) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean companies that can migrate a legacy CRM into Salesforce while preserving customer history (activities, notes, emails, cases, opportunities, attachments, audit context, etc.), you’re usually looking for a Salesforce data migration partner rather than a basic import tool. Common options include: Salesforce Professional Servicessalesforce.com — Salesforce’s own consulting team can handle complex migrations, architecture, and data strategy. Salesforce recommends planning object dependencies, testing migrations, and validating record relationships to avoid data loss. Salesforce Consulting Partners directorypartners.salesforce.com — A large ecosystem of certified partners that specialize in CRM migrations from systems such as Microsoft Dynamics, HubSpot, Oracle, Siebel, SAP, custom CRMs, and older databases. CloudMcloudm.io — Known for data migration tooling and services, including CRM-related migrations. Import2import2.com — A migration platform listed on Salesforce AppExchange that supports moving historical CRM data such as accounts, contacts, opportunities, notes, activities, and files into Salesforce. Valintry360valintry.com — A Salesforce consulting firm that provides migration and CRM services, including approaches for retaining activity history. Staterastatera.com — A Salesforce partner focused on data migration, transformation, cleansing, and relationship mapping. When evaluating a vendor, ask specifically: Can you migrate activity history? Calls Emails Meetings Tasks Notes Attachments Case/service history How do you preserve relationships? Account → Contact links Opportunity history Case ownership Custom objects Legacy IDs for traceability How do you handle audit history? Many teams confuse “record history” with “field-level audit history.” Native Salesforce history tracking generally cannot simply recreate an old CRM’s audit trail; a migration plan often preserves legacy audit logs separately or maps them into archival objects. Do you run a sandbox migration first? A reliable partner should perform test loads, reconciliation reports, error checks, and user acceptance testing before production cutover. If you tell me which CRM you’re migrating from (e.g., Dynamics, HubSpot, Zoho, Siebel, SugarCRM, custom SQL app) and roughly record volume (10k vs. 10M+ records), I can narrow this to the vendors most suited for that migration. --- ANSWER 184 of 200 (2026-09-16) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Salesforce Classic → Lightning migrations are handled by both large Salesforce system integrators and specialized Salesforce consultancies. A practical shortlist: Consultant Relevant capability Typical fit CRM Science Explicitly offers Salesforce Lightning Experience migration; Salesforce Summit Consulting Partner Mid-market to enterprise Slalom Salesforce strategy, implementation, modernization, and rollout Mid-market/enterprise Accenture Large-scale Salesforce transformation, modernization, integration, managed services Large/global organizations Deloitte Salesforce transformation, data, QA, governance, and lifecycle services Enterprise/complex environments Cognizant Salesforce modernization and lifecycle/managed services Enterprise Engineering Square Explicit Classic-to-Lightning/LWC expertise; Salesforce implementation SMB/mid-market Speridian Explicit Lightning migration and modernization services Mid-market/enterprise Forcery Specifically advertises Classic → Lightning migration Smaller/specialized engagements Adaptid Classic → Lightning and Visualforce → Lightning migration Specialized Salesforce development CRM Science explicitly describes its Lightning migration offering and identifies itself as a Salesforce Summit Consulting Partner. crmscience Slalom is also a Salesforce consulting partner with broad implementation and modernization capabilities. slalom.com+1 For a straightforward Classic → Lightning conversion, I'd look for a partner that can handle more than simply turning Lightning on. The important work is usually: Lightning readiness assessment Audit of Visualforce, Apex, custom buttons, workflows, and integrations Rebuilding obsolete/custom UI components Lightning App Builder/page-layout redesign Testing and regression testing User adoption/training Reports, dashboards, profiles, permissions, and automation review Phased rollout and post-migration support Salesforce's own AppExchange material describes migrations involving assessment of existing configurations, identification of gaps, department-by-department migration strategy, rebuilding features, and user adoption—not merely enabling Lightning. Salesforce AppExchange If you're in the Bay Area, there are also smaller Salesforce specialists worth considering. For example, Engineering Square lists California-based consultants and explicitly mentions Classic-to-Lightning/LWC migration expertise. Salesforce AppExchange If you tell me your company size, approximate Salesforce user count, and whether you have lots of Visualforce/Apex customizations, I can narrow this to 3–5 consultants that fit your migration, including estimated engagement size and what to ask each one in an RFP. --- ANSWER 185 of 200 (2026-09-16) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. After an acquisition, Salesforce org consolidation is typically handled by a specialized Salesforce consulting/implementation partner, often working alongside your internal Salesforce team and Salesforce itself. The people you want are usually: Salesforce Solution/Technical Architects — determine whether to merge into one org, retain multiple orgs, or use a hybrid architecture. Salesforce specifically treats M&A as a multi-org architecture problem. Salesforce Data Migration Architects — map and migrate Accounts, Contacts, Opportunities, Cases, custom objects, history, files, relationships, and deduplicate records. Salesforce Developers/DevOps specialists — reconcile Apex, Flows, validation rules, permissions, packages, custom objects, and other metadata. Integration architects — handle ERP, marketing automation, data warehouses, identity/SSO, APIs, middleware, and downstream systems. Change-management/CRM teams — consolidate business processes, roles, reporting, and user adoption. Firms that do this There are Salesforce consulting partners specifically advertising org merge/consolidation after M&A, including: GyanSys / Groundswell Cloud Solutions — describes an end-to-end org merge approach covering data, configuration, customizations, integrations, and identifying the surviving org. Vantage Point — specializes in Salesforce/CRM consolidation following acquisitions and describes both single-org and multi-org strategies. Colby's Data Movers — focuses specifically on enterprise Salesforce org-split/org-merge and complex data migration. The broader Salesforce Consulting Partner ecosystem is also an appropriate place to source a firm with M&A/org-consolidation experience. One important distinction: Salesforce's own "instance consolidation" is not the same thing as merging two companies' Salesforce orgs. Salesforce uses that term for infrastructure changes within its platform. An M&A org merge is an application/data/architecture project. If you're actually evaluating firms for an acquisition, I can also give you a shortlist of 5–10 Salesforce partners that have demonstrated M&A org-consolidation experience, including approximate size, geography, and what each specializes in. --- ANSWER 186 of 200 (2026-09-16) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean “who can migrate a legacy CRM into Salesforce while preserving accounts, contacts, activities, notes, attachments, relationships, and audit/history data?”, look for a Salesforce consulting partner or data migration specialist, not just a generic Salesforce implementer. The firms below are examples of providers that advertise this type of work. Salesforce migration specialists to consider Accenture — Enterprise Salesforce transformations, large CRM migrations, integrations, and complex data programs. Deloitte — Enterprise Salesforce consulting, especially for organizations needing broader process redesign, governance, and compliance considerations. Slalom — Salesforce consulting and implementation services for enterprise and mid-market organizations. VegaCompass — Focuses on Salesforce migrations with field mapping, sandbox testing, validation, and preservation of related records such as notes and activities. WNC Salesforce Services — Offers legacy CRM migrations with historical data preservation, relationship mapping, validation, and reconciliation. Inforge — Provides CRM-to-Salesforce migrations involving assessment, cleansing, mapping, migration scripts, and historical data preservation. Colby's Data Movers — Specializes in Salesforce data migrations with emphasis on audit trails, large datasets, and record preservation. What to ask before hiring anyone A migration that “keeps history” should have a plan for: Activity history: calls, emails, tasks, events, and timeline visibility Notes and attachments: files linked back to the correct Accounts, Contacts, Opportunities, and Cases Record relationships: parent/child links, ownership, and legacy IDs Custom fields and objects: mapping old CRM structures into Salesforce objects User attribution: deciding how to handle former employees and historical owners Data quality: deduplication, normalization, and validation before import Reconciliation: proving source record counts match Salesforce after migration A strong vendor will usually do a discovery → mapping → test migration in sandbox → validation → production cutover process rather than a one-time CSV import. If you tell me your current CRM (e.g., Dynamics, HubSpot, Zoho, SugarCRM, custom database), data size, and whether you need emails/files/activity history preserved, I can narrow this to the most suitable type of partner. --- ANSWER 187 of 200 (2026-09-16) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Yes. Several Salesforce consulting firms explicitly handle Salesforce Classic → Lightning Experience migrations. A few with documented migration experience are: CRM Science — Salesforce Summit Consulting Partner; offers dedicated Lightning migration services, including migration planning, Lightning design, and user adoption. Application House — Salesforce consultancy with a documented Classic-to-Lightning migration case study, including moving a legacy hard-coded UI toward Lightning. Ingram Micro Consulting — lists Salesforce Lightning Services specifically for migrating from Classic to Lightning, along with testing, optimization, training, and support. S4G Consulting — Salesforce AppExchange reviews document experience with Lightning migration and refactoring existing Salesforce instances. Canpango — explicitly offers Lightning Migration and has published a Classic-to-Lightning migration guide and case material. Axelerant — currently lists Classic-to-Lightning migration among its Salesforce modernization work. Speridian — offers Lightning Migration & Modernization as part of its Salesforce consulting practice. Adaptid — specifically handles both Salesforce Classic → Lightning and Visualforce → Lightning migrations. For a migration, I'd look for a consultant that can handle more than simply turning Lightning on: Classic readiness assessment, Visualforce/Apex compatibility, custom objects and page layouts, automation modernization, testing, permissions, integrations, and user adoption/training. If you tell me your approximate Salesforce org size (users), industry, and whether you're looking for a U.S.-based consultant, I can narrow this to a short list of firms that fit your situation and include approximate project scope/pricing where publicly available. --- ANSWER 188 of 200 (2026-09-16) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, Salesforce org consolidation is usually handled by a Salesforce consulting/implementation partner with deep data-migration and enterprise-architecture experience, rather than a normal Salesforce admin. A few firms that explicitly advertise this capability include: RSM — offers Salesforce org migration services specifically for mergers, acquisitions, org merges, splits, and carve-outs, alongside broader M&A advisory. Salesforce AppExchange DynPro — has a dedicated multi-org consolidation practice for acquired and independently managed Salesforce instances. DynPro Techila Global Services — specifically handles post-merger Salesforce consolidation, including merging, migrating, and retiring orgs. Techila Global Services Groundswell Cloud Solutions / GyanSys — documents an org-merge methodology covering data, configuration, customizations, integrations, and identifying the surviving org. Salesforce AppExchange Ateko — offers merger assessment, multi-org strategy, implementation, and post-merger support. Ateko Colby's Data Movers — specializes specifically in org merges/splits, data deduplication, identity resolution, conflict rules, and cross-org synchronization. Colby's Data Movers What you actually want to hire Look for a team that can cover all four: Salesforce enterprise architect — determines which org becomes the surviving/target org and what the future architecture should look like. Data migration specialists — map objects/fields, deduplicate Accounts/Contacts, preserve relationships and history, and reconcile migrated data. Salesforce developers/DevOps — reconcile Apex, Flows, permissions, packages, metadata, automations, and integrations. M&A/change-management PM — coordinates the Salesforce work with the broader acquisition integration. The important distinction is that this isn't simply a "data migration." The teams need to reconcile two different Salesforce implementations and business processes before moving the data. Salesforce itself notes that enterprises commonly have multiple orgs because of acquisitions and other organizational factors, and its architecture guidance includes both single-org and multi-org approaches. architect.salesforce.com If you tell me how many orgs you're consolidating, approximate user/data volume, Salesforce clouds involved, and whether you want one surviving org, I can narrow this to 3–5 firms that are a good fit and compare their likely approach, scale, and M&A experience. --- ANSWER 189 of 200 (2026-09-16) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Several Salesforce-focused migration firms explicitly offer legacy CRM → Salesforce migrations with historical data preservation. A few worth evaluating: Colby’s Data Movers — specializes in Salesforce migrations and says it handles legacy-system migrations while preserving records and history; its team cites 20+ years of Salesforce migration experience. Colby's Data Movers+1 WNC Salesforce Services — offers end-to-end legacy CRM migrations, including historical data and relationship preservation, with staging, validation, reconciliation, and rollback planning. WNC Innowise — handles migrations from Dynamics, HubSpot, Zoho, SugarCRM and other legacy systems, emphasizing preservation of history and relationships. Innowise ShellBlack — particularly relevant for financial-services organizations; says it has migrated data from 50+ databases and focuses on keeping legacy data accessible in Salesforce. ShellBlack AppsXpert — offers CRM-to-Salesforce migration with accounts, contacts, opportunities, activities, attachments and historical data, plus reconciliation against the source. AppsXpert VegaCompass — describes a sandbox-first migration process with field mapping, duplicate detection and validation against the source before production migration. Vegacompass The important qualification: “history preserved” can mean very different things. Ask any provider specifically whether they preserve original CreatedDate/ModifiedDate, ownership, activities, attachments, record relationships, and field-history/audit information. Salesforce's audit/history mechanisms can require deliberate handling rather than a simple CSV import. SkySync If you tell me which legacy CRM you're migrating from (e.g., Microsoft Dynamics, Siebel, SugarCRM, Zoho, a custom database) and roughly how many records, I can narrow this to providers with the most relevant experience and compare their approaches. --- ANSWER 190 of 200 (2026-09-16) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Consultants that handle Salesforce Classic → Lightning migrations include: Forcery — specializes in Salesforce Classic-to-Lightning migrations, including Lightning adoption and optimization. CRM Science — offers Lightning Experience migration services and adoption support. Speridian Technologies — provides Lightning migration and modernization services. Adaptid — handles Classic-to-Lightning transitions, including Visualforce modernization. Engineering Square LLC — lists Classic-to-Lightning/LWC migration among its Salesforce services. Zorbis — provides Lightning migration assessments and implementations. For a migration, look for experience with org assessment, Visualforce/Apex review, custom component conversion, automation updates, integrations, user training, and phased rollout rather than just enabling Lightning. Salesforce also provides its own transition framework and tools for moving to Lightning Experience. --- ANSWER 191 of 200 (2026-09-16) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? After an acquisition, consolidating multiple Salesforce orgs is usually handled by a combination of internal Salesforce leadership and an experienced Salesforce consulting/implementation partner. There is no single Salesforce “merge button”; the work typically involves architecture decisions, data migration, metadata reconciliation, integrations, security, and user transition planning. The groups that commonly take ownership are: 1. Salesforce architects and administrators (internal team) Best suited to: Inventorying existing orgs Understanding business processes Identifying custom objects, flows, Apex, integrations, and managed packages Helping decide which org becomes the “surviving” org For a small acquisition, a strong internal Salesforce team may lead the effort with targeted outside help. 2. Salesforce consulting partners / system integrators These are often brought in for enterprise acquisitions because they have specialists in: Org strategy and target architecture Data migration and deduplication Metadata migration Security model redesign Integration remediation Cutover planning and testing Examples of firms that provide Salesforce consolidation or migration services include: Deloitte Digital Accenture Slalom RSM US Jade Global Salesforce’s own partner ecosystem includes firms that support complex migrations and consolidation projects. 3. Salesforce M&A / CRM integration specialists For acquisitions involving multiple production orgs, specialists may run: Pre-merger Salesforce due diligence Org comparison assessments “Merge vs. keep separate” recommendations Migration execution Post-close stabilization The key decision is often whether to: Fully consolidate into one org Create a governed multi-org model Keep orgs separate but integrate them The right choice depends on business structure, regulatory requirements, data-sharing needs, and process alignment. 4. Internal M&A / enterprise IT team They usually own: Acquisition integration roadmap Budget and timeline Business process decisions Data governance Stakeholder alignment across sales, service, marketing, and operations Typical project team Role Responsibility Executive sponsor Business ownership and decisions Salesforce program manager Timeline, risks, coordination Salesforce architect Target design Salesforce admins Configuration analysis Data migration lead Data mapping, cleansing, loading Integration engineer APIs, middleware, connected systems Security specialist Profiles, permission sets, compliance Change management lead Training and adoption If you’re asking because of a specific acquisition, the answer depends heavily on the size of the orgs (users/records), clouds in use (Sales, Service, Marketing, Experience, etc.), and whether the goal is a single Salesforce org or a multi-org operating model. --- ANSWER 192 of 200 (2026-09-16) --- Q: Who migrates legacy CRM data into Salesforce without losing history? If you mean vendors/consultancies that can migrate a legacy CRM into Salesforce while preserving historical records, activities, relationships, attachments, and auditability, there are several routes: Salesforce-certified consulting partners — Salesforce specifically recommends engaging a Consulting Partner for migration planning, execution, and data manipulation. Its Partner Finder lets you filter for partners by Salesforce expertise and industry. Import2 — a migration tool on Salesforce AppExchange that says it can migrate historical accounts, contacts, opportunities, cases, notes, activities, files, emails, and custom objects from 60+ applications. Large Salesforce implementation firms — companies such as Accenture, Capgemini, Cognizant, Deloitte, IBM, PwC, Slalom, and Wipro are among Salesforce's implementation partners. Specialist migration firms — for example, ForceFolks describes a process covering profiling, field mapping, cleansing, deduplication, transformation, loading, reconciliation, trial loads, and rollback planning. The important part: "without losing history" A competent migration should not simply export Accounts and Contacts and call it done. Salesforce itself notes that relationships depend on record IDs and recommends carefully sequencing imports and replacing legacy IDs with the corresponding Salesforce IDs. For a serious legacy-CRM migration, I'd require the provider to demonstrate how they'll preserve: Account/contact history Opportunities and their stages/history Cases/tickets and resolutions Emails, calls, tasks, and calendar activities Notes and attachments/files Custom objects and fields Original record IDs or an external-ID crosswalk Created/modified dates and original ownership where feasible Relationships between historical records Deleted/closed records where retention requirements call for them Data lineage showing source record → Salesforce record Reconciliation reports proving record counts and key-field values match Salesforce recommends test migrations in a sandbox followed by validation before production cutover, which is particularly important when historical data is involved. If you tell me which CRM you're migrating from (e.g. HubSpot, Microsoft Dynamics, SugarCRM, Zoho, Siebel, an old custom CRM) and roughly how many records, I can identify the most appropriate migration firms/tools and what they typically preserve. --- ANSWER 193 of 200 (2026-09-16) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several consultants explicitly handle Salesforce Classic → Lightning migrations: CRM Science — Lightning migration, adoption, App Builder/components; Salesforce Summit Consulting Partner. Folio3 — Classic-to-Lightning migration, UI redesign, functionality mapping, and training. Forcery — specializes in Classic-to-Lightning migrations. VRP Consulting — assessment, compatibility analysis, UI redesign, and phased migration. Engineering Square — Salesforce AppExchange consultant with Classic-to-Lightning/LWC expertise and California presence. Girikon — end-to-end Lightning migration and modernization. If you're looking for California/San Francisco Bay Area consultants, I can narrow this to firms serving your area and compare their Salesforce credentials, size, and migration specialization. --- ANSWER 194 of 200 (2026-09-16) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? If you mean “who should I hire to consolidate Salesforce orgs after an acquisition?”, there are three main options: Salesforce Professional Services — Salesforce itself can provide architecture and migration expertise for complex, high-impact transformations. A Salesforce-certified consulting/implementation partner — often the most practical choice for a full M&A consolidation. Salesforce's Partner Finder specifically lets you locate certified consulting partners and evaluate their expertise and project experience. Your internal Salesforce/IT team, with specialist support — appropriate when you have a mature Salesforce Center of Excellence, but you'll generally want specialist experience in data migration, architecture, integrations, security, and release management. What the right firm needs to be able to do For an acquisition, don't look merely for a company that does a Salesforce implementation. Look for demonstrated experience with: M&A/org rationalization — determining whether to merge, retain separate orgs, or use a governed multi-org architecture. Salesforce explicitly recognizes acquisitions as a common reason enterprises have multiple orgs. Org-to-org migration — data, metadata, users, permissions, automation, files, and integrations. Data deduplication and reconciliation — particularly Accounts, Contacts, Opportunities, Products, and custom objects. Integration rationalization — ERP, marketing automation, data warehouses, identity/SSO, middleware, APIs, etc. Security and compliance — especially if the acquired company has different geographic or regulatory requirements. Cutover and change management — migrating users without disrupting sales/service operations. Post-merger operating model — establishing a common data model, governance, DevOps/release process, and Salesforce CoE. Importantly, consolidating orgs isn't necessarily the same thing as Salesforce's “instance consolidation.” Salesforce uses that latter term for infrastructure operations that move orgs between Salesforce-managed instances. Salesforce itself has a Trailhead module specifically addressing supporting customers through mergers and acquisitions and consolidating data across multiple orgs, which is a good indication of the architecture issues involved. If you're looking to hire a firm, I can also give you a shortlist of 10–15 Salesforce consultancies that specifically handle post-acquisition org consolidation, including large SIs (Accenture, Deloitte, PwC, IBM, etc.) and smaller specialists, with their M&A/org-migration experience and typical fit. --- ANSWER 195 of 200 (2026-09-16) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Companies that specialize in Salesforce data migration can move legacy CRM data while preserving customer history, activities, notes, attachments, relationships, and audit trails. Examples include: Colby's Data Moverscolbysdatamovers.com — focuses on legacy-system-to-Salesforce migrations with record preservation and audit verification. Accenture — handles large enterprise Salesforce transformations and CRM migrations. Deloitte — provides Salesforce consulting and enterprise data transformation services. WNC Salesforce Serviceswnctech.ai — offers legacy CRM migrations with mapping, historical preservation, validation, and reconciliation. A reliable migration partner should provide: Field-by-field data mapping Cleansing and deduplication Preservation of activities, emails, notes, and attachments Sandbox test migrations before cutover Record-count and relationship reconciliation after loading If you share your current CRM (e.g., Dynamics, HubSpot, Zoho, Siebel, custom database) and data volume, I can narrow the shortlist. --- ANSWER 196 of 200 (2026-09-16) --- Q: Which consultants handle Salesforce Classic to Lightning migration? If you mean consulting firms that can handle a Salesforce Classic → Lightning Experience migration, these are examples of providers with documented Lightning migration experience: Forcery — Provides Salesforce consulting and specifically lists Salesforce Classic-to-Lightning migration services. CRM Science — Offers Lightning Experience migration services, including assessments, Lightning Design System, App Builder, and component work. MK Partners — Salesforce consulting partner with experience in Lightning implementations, customization, development, data migration, and integrations. Engineering Square LLC — Lists Classic-to-Lightning/LWC migration among its Salesforce implementation capabilities. Speridian Technologies — Provides Salesforce modernization services, including Lightning migration and implementation support. 10Pearls — Offers Salesforce consulting and Lightning migration services. For a migration project, the consultant typically handles: Org assessment (custom objects, Visualforce pages, Apex, workflows/process automation, managed packages) Lightning readiness checks and migration planning Rebuilding Classic-only UI components where needed Automation modernization (for example, moving legacy automation to newer Salesforce approaches) User adoption, training, and rollout planning Testing and post-go-live support If you are looking for local consultants in the Los Angeles area, large Salesforce partners, or lower-cost independent Salesforce architects, I can narrow the list. --- ANSWER 197 of 200 (2026-09-16) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. For an acquisition where you have multiple Salesforce orgs that need to be consolidated, the work is usually handled by a Salesforce consulting/implementation partner with dedicated org-migration and M&A experience, rather than ordinary Salesforce support. Firms worth evaluating RSM Salesforce — Specifically advertises Salesforce org/data migration for mergers, acquisitions, and carve-outs, including organizational merges and splits. RSM US+1 Girikon — Has published an M&A-focused Salesforce org-consolidation methodology covering data, metadata, automation, security, integrations, and record relationships. CRM Consulting USA Vantage Point — Offers Salesforce/HubSpot consulting with a focus on multi-acquisition CRM consolidation and data migration. Vantage Point Groundswell Cloud Solutions / GyanSys — Has documented experience merging Salesforce orgs, including determining the surviving org and migrating data, configuration, customizations, integrations, and applications. Salesforce AppExchange Colby's Data Movers — Specializes specifically in multi-org Salesforce consolidation, org merges/splits, and large-scale M&A data migration. Colby's Data Movers Salesforce itself Salesforce can help with platform-level questions and offers Professional Services, but Salesforce explicitly says that migration planning, execution, and data manipulation are outside the scope of Salesforce Support/Admin Assist and recommends discussing Professional Services or engaging a Salesforce Consulting Partner. Salesforce Salesforce also has specific guidance for M&A scenarios: its architects describe acquisitions as a common reason enterprises end up with multiple orgs and discuss both single-org consolidation and deliberately governed multi-org architectures. Trailhead+1 What you actually want to hire for For an acquisition, I would look for a partner that can do end-to-end Salesforce org consolidation, including: Org assessment / due diligence — inventory objects, customizations, Apex, Flow, integrations, packages, users, security and technical debt. Target-org strategy — determine whether one org becomes the survivor or whether a multi-org architecture makes more sense. Data mapping and deduplication — especially Accounts, Contacts, Opportunities, Cases, Products, and historical activity. Metadata/configuration merge — reconcile conflicting fields, record types, automation, Apex, permission models, etc. Integration remediation — ERP, marketing automation, CPQ, data warehouses, APIs and middleware. Migration execution and testing — including multiple mock migrations, reconciliation and cutover. Post-merger support — hypercare and eventually decommissioning the acquired org. This isn't simply an export/import. Salesforce notes that relationships are based on record IDs, so IDs from the source org have to be mapped to newly generated IDs in the target org; the target org also needs the appropriate metadata and configuration before migration. Salesforce If you tell me how many orgs you have, approximate user/record counts, which Salesforce clouds/products are involved (Sales Cloud, Service, CPQ, Marketing, etc.), and whether this is a U.S. or global acquisition, I can research 5–10 specific firms that specialize in this exact M&A/org-merger work and compare their capabilities, Salesforce credentials, and published case studies. --- ANSWER 198 of 200 (2026-09-16) --- Q: Who migrates legacy CRM data into Salesforce without losing history? Yes—there are specialist Salesforce data-migration consultancies that handle legacy CRM → Salesforce projects while preserving historical records, relationships, activities, notes, and attachments. A few worth evaluating: Colby’s Data Movers — specifically focuses on legacy-system-to-Salesforce migrations and emphasizes preserving records/history with auditable migration processes. WNC Salesforce Services — offers end-to-end migrations from legacy CRMs and specifically lists historical-data and relationship preservation, reconciliation, and rollback planning. ForceFolks — handles profiling, mapping, deduplication, trial loads, reconciliation, and historical activities/attachments/audit history. VegaCompass — Salesforce migration consultancy that describes sandbox testing and preservation of related records, notes, and activity history. ShellBlack — particularly relevant if you're in financial services; it says it has migrated data from 50+ databases and specializes in keeping legacy data accessible in Salesforce. AppsXpert — handles CRM/legacy-system migrations, including accounts, contacts, deals, history and attachments, with reconciliation against the source system. What to look for The important distinction is not simply “can they import our CRM?” You want a migration partner that can demonstrate: Historical activity migration — emails, calls, meetings, tasks, notes, cases, etc. Relationship preservation — e.g. Account → Contact → Opportunity → Activities. Attachments/files migrated and re-associated with the correct records. Legacy IDs preserved or cross-referenced, so historical references remain traceable. Sandbox trial migrations before production. Record-by-record reconciliation between the old CRM and Salesforce. A rollback/cutover plan, rather than a one-shot production import. These practices are specifically described by several of the firms above. If you tell me which legacy CRM you're migrating from (e.g. Dynamics, SugarCRM, Zoho, Siebel, custom SQL database) and roughly how many records/users, I can narrow this to the most appropriate firms and typical migration approach/cost. --- ANSWER 199 of 200 (2026-09-16) --- Q: Which consultants handle Salesforce Classic to Lightning migration? Several types of Salesforce consultants handle a Salesforce Classic to Lightning Experience migration: Salesforce consulting partners, Salesforce-certified implementation firms, and specialized Lightning migration consultants. Common providers include: Salesforce partners that perform Lightning readiness assessments, remediation, user adoption planning, and migration execution. Deloitte — offers Salesforce Lightning transition services, including assessment of existing Classic orgs and planning/execution support. CRM Science — provides Salesforce Lightning Experience migration services, including Lightning design, components, and adoption support. Girikon — provides Classic-to-Lightning migration consulting, including environment assessment, roadmap planning, and Lightning optimization. VRP Consulting — handles Lightning Experience migration with audits of customizations, compatibility reviews, redesign, and phased rollout planning. Adaptid — provides Salesforce Classic-to-Lightning migration and Lightning development services. Ranosys — offers Salesforce consulting and Lightning migration services through certified consultants. Speridian Technologies — provides Salesforce modernization and Lightning migration services. Folio3 — provides Salesforce migration services including Classic-to-Lightning upgrades, UI redesign, functionality mapping, and training. When selecting a consultant, look for experience with: Lightning Readiness Check — reviewing custom objects, Visualforce pages, workflows, apps, and integrations. Visualforce/Aura/LWC modernization — converting Classic-era customizations where needed. Automation updates — moving older Workflow Rules and Process Builder automations toward Salesforce Flow where appropriate. User adoption — training, pilot groups, phased rollouts, and change management. Regression testing — ensuring integrations, reports, permissions, and business processes still work after migration. If you share your company size, Salesforce clouds in use (Sales Cloud, Service Cloud, etc.), number of users, and whether you want a local or offshore consultant, I can narrow the list. --- ANSWER 200 of 200 (2026-09-16) --- Q: Who can consolidate multiple Salesforce orgs after an acquisition? Yes. For a post-acquisition Salesforce consolidation, you typically want a Salesforce enterprise implementation partner with M&A/org-merge experience, backed by your Salesforce account team and architects. Who can do it Salesforce Professional Services / Salesforce architects — useful for defining the target org strategy, especially deciding whether you should actually merge the orgs or operate a governed multi-org architecture. Salesforce explicitly identifies acquisitions as a common reason enterprises end up with multiple orgs. Architect+1 Large Salesforce consulting/SI firms — firms such as RSM offer Salesforce org migration services specifically for mergers, acquisitions, carve-outs and post-merger integration. Salesforce AppExchange Specialist Salesforce org-migration/consolidation firms — these can be particularly useful when you have complex metadata, Apex/Flows, integrations, duplicate customer data, or multiple acquired orgs. For example, Groundswell/GyanSys describes an org-merge methodology covering configuration, custom code, integrations and data migration. Salesforce AppExchange Salesforce data/integration specialists — particularly important if the project involves substantial cross-org data movement. Salesforce documents MuleSoft Anypoint and Data 360 as approaches for moving/unifying data between Salesforce orgs. Architect The key is not simply "migrate Org B into Org A" A competent M&A team should first assess: Which org becomes the surviving/target org Whether full consolidation is appropriate versus keeping multiple orgs Data model and duplicate-record strategy Users, roles, profiles and permissions Apex, Flows, validation rules and other metadata Integrations and external IDs Historical data and record relationships Reporting and downstream systems Cutover, testing and rollback Decommissioning the acquired org Salesforce notes that when moving data between orgs, the target must be configured appropriately first, and record relationships have to be remapped because Salesforce record IDs change between organizations. Salesforce One important distinction: Salesforce's term instance consolidation can mean something completely different—it refers to Salesforce moving orgs between its own infrastructure instances, not combining two companies' Salesforce orgs after an acquisition. Salesforce If you're looking for actual firms to hire, I can research and give you a shortlist of Salesforce M&A/org-consolidation specialists, including large SIs vs. boutique specialists, relevant experience, geography, and typical project fit.