How We Help You Migrate
We’ll follow a step-by-step process to migrate you to Salesforce from Insightly.
Interviews & Requirements
We learn as much about your team and goals as possible
System Design & Strategy
We build a plan for migration with no productivity loss
Get the right technology at the right price with our help
Select the right adjacent systems for marketing, CS, etc.
Automations, designs, and integrations
Build the rest of your optimized revenue funnel
In-person or remote training for all levels of your organization
We help you on a recurring basis to continually improve & support you