Migrating CRMs is one of the most political projects an ops leader can take on. Done wrong, you lose months and trust. Done right, you save your company seven figures a year. Here's the playbook.
Phase 1: Audit before you plan
Most failed migrations skip this. Spend two weeks understanding what's actually being used in your current Salesforce instance. You'll find — guaranteed — that 60% of custom fields and 80% of custom objects are dead.
Phase 2: Map, don't replicate
AIpath has a different data model. Don't try to recreate every Salesforce object 1:1. Map to the AIpath primitives. The result will be cleaner and faster.
Phase 3: Run in parallel
Two weeks minimum. Your reps need to trust the new system before you cut over.
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