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Unboxx helps businesses streamline operations, automate workflows, and scale smarter with AI-driven CRM solutions and custom digital systems built for growth.
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Modernize Your CRM Without Losing Valuable Business Data
From legacy CRM limitations to a seamless Salesforce Starter Suite migration.
Products Used
A boutique talent management agency moved years of client relationships, talent records, and open opportunities out of a legacy Salesforce environment and into Salesforce Starter Suite, without interrupting daily operations.
About the Client
A boutique talent management agency managed client relationships, talent records, and business opportunities through Salesforce. As the agency grew, its legacy Salesforce environment could no longer support future business needs.
Years of customer data, communication history, and active opportunities needed to be preserved without interrupting daily operations.
The agency wanted to migrate to Salesforce Starter Suite while improving data quality and maintaining critical business relationships.
It also needed a structured migration process that minimized downtime and ensured users could continue working with confidence.
Customer Feedback
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"The migration was completed with almost no disruption to our team. We retained years of valuable client information, improved our CRM data quality, and transitioned to Salesforce Starter Suite with complete confidence."
Director of Business Operations
Salesforce Starter Suite Provides a Safe and Organized CRM Migration
The Unboxx team reviewed current Salesforce data, relationships, and records to determine which should be moved.
A structured migration process was used to import customer records into Salesforce Starter Suite, following the process of extracting, cleaning and mapping.
The relationships of accounts, contacts, opportunities, and past activities were not lost and remained intact, allowing for full business context.
Data was accurately and completely migrated with validation testing and data quality reviews.
The migration established a modern Salesforce environment, enhancing data quality and setting the stage for future growth with a scalable CRM platform.
The Difference
The migration saved years' worth of valuable customer data and mitigated the risks of the legacy Salesforce environment.
From day one users were able to work with accurate customer records, maintain a history of relationships, and enhance CRM data quality.
Leadership felt confident as a result of a well-managed migration without significant operational impact.
The outcome was a modern Salesforce product that allowed for future expansion while maintaining historical business knowledge.
Results
96%
Customer Relationship Data Preserved
83%
Improvement in CRM Data Quality
71%
Reduction in Duplicate Records
92%
Accuracy of Migrated Business Data
78%
Faster Access to Customer Information
87%
Business Continuity Maintained Throughout Migration
Key Takeaways
The organization completed its Salesforce migration without disrupting daily operations, preserving critical customer relationships while improving the quality and reliability of business data.
Structured data cleansing, validation, and migration processes eliminated duplicate records, strengthened data accuracy, and gave teams faster access to trusted customer information.
The result was a future-ready Salesforce environment that protected valuable business data, simplified CRM management, and provided a strong foundation for long-term business growth.
