Know the full cost
Compare licenses, administration, integrations, support, future upgrades, and the total cost of alternatives.
Salesforce migration & replacement
Move beyond Salesforce.
Keep the relationships. Lose the unnecessary complexity.
CRMFlight helps manufacturers, distributors, and growing businesses evaluate whether to optimize, replace, or rebuild their CRM—and execute a controlled migration when the business case supports it.
The decision
Leaving Salesforce is a business decision, not just a data export.
Preserve what matters
Inventory objects, automations, approvals, reporting, permissions, and sales processes before choosing a destination.
Protect customer history
Map accounts, contacts, opportunities, activities, attachments, and relationships with explicit retention rules.
Minimize disruption
Rehearse cutover, validate results, train users, and maintain rollback and hypercare plans.
Our process
A controlled migration from discovery to go-live.
WP 01
Inventory
Assess Salesforce configuration, usage, integrations, and business-critical dependencies.
WP 02
Choose the destination
Compare right-sized commercial CRM, open-source, and custom alternatives.
WP 03
Design and map
Define data models, access controls, integrations, acceptance criteria, and migration rules.
WP 04
Rehearse and validate
Test data loads, workflows, security, reporting, and end-to-end operations.
WP 05
Cut over and support
Complete a planned go-live with rollback provisions, training, and stabilization.
Right-sized solutions
Custom when it creates value. Standard when it does not.
PRINCIPLE 01
Not every company needs a custom CRM.
We assess whether a commercial or open-source foundation can meet requirements before proposing a custom application. A custom build is appropriate when workflow differentiation, integrations, or ownership requirements justify the cost.
PRINCIPLE 02
ERP continuity is non-negotiable.
Customer pricing, quoting, inventory, orders, and financial data often depend on integrations. We document source-of-truth rules and failure handling before migration.
Scope
Start with an evidence-based assessment.
CRMFlight AssessCustom quote
Assessment and recommended migration roadmap.
CRMFlight MigrateCustom quote
Implementation scoped after discovery. Complex programs are priced individually.
Every engagement is quoted after discovery. Salesforce licensing, third-party software, hosting, and unusual integrations are separate.
Ready to move forward?
Know whether leaving Salesforce is worth it.
Get a clear view of the costs, risks, alternatives, and opportunities before committing to a new platform.