TL;DR
A clean CRM migration is mostly preparation: map your data, decide what to leave behind, move in a staged dry-run, then cut over with both systems live for a short window. Here is the playbook we use.
Migrating a CRM sounds scary because the horror stories are real: lost history, broken automations, a sales team that quietly goes back to spreadsheets. None of that is inevitable. A good migration is boring, and boring is exactly what you want.
Start by mapping, not moving
Before a single record moves, map your current objects and fields to their Tilarq CRM equivalents. This is where you discover the three custom fields nobody uses and the one everyone depends on. Document the mapping; it becomes your source of truth for the whole project.
- 1Export a schema of every object, field and picklist from your current CRM.
- 2Map each to a Tilarq CRM field, or mark it "drop" if it is dead weight.
- 3Flag relationships (contact → account → deal) so they survive the move.
- 4Decide on owners: who in Tilarq owns each migrated record.
Leave the junk behind
A migration is the best chance you will ever get to delete dead data. Duplicate contacts, deals stuck in stages from two years ago, fields no report references, leave them. A smaller, cleaner CRM is a faster, more trusted CRM.
Do a dry run first
Never make the production cut your first attempt. Run the full migration into a Tilarq sandbox, then spot-check: do deals still link to the right accounts? Did currency and timezone survive? Are automations firing as expected? Fix the mapping, run it again. The second run is always cleaner.
Rebuild automations, do not copy them
Automations rarely translate one-for-one, and you would not want them to, most CRMs accrue years of half-broken workflows. List what each automation is meant to achieve, then rebuild the ones that still matter natively. Tilarq AI can take over a surprising amount of it: scoring, drafting, summarising and routing that used to be a tangle of rules.
Cut over with a safety net
On go-live, keep the old system read-only for a couple of weeks. Reps work in Tilarq; if anything is missing, the old data is one click away. After the window closes with no surprises, archive the old system and move on.
Every Tilarq onboarding includes migration help, data, automations and integrations, so you are not doing this alone. The playbook above is simply what a good one looks like from the inside.