Service
CRM migration planning
Moving from one CRM to another touches data, automations, integrations and habits. We plan the cutover so nothing falls through.
Who it's for
Teams leaving Salesforce for something simpler, leaving a retired product, or consolidating tools.
What you get
- A data map from old fields to new
- An integration and automation inventory
- A cutover timeline tied to contract end dates
How it works
- Audit the current CRM and contract terms
- Map data and automations
- Plan integrations and training
- Schedule the cutover
Questions buyers ask
Is now a good time to leave Encompass CRM?
ICE is retiring the legacy Encompass CRM and moving customers to Surefire, so lenders on it should plan a move either way.
Talk through your CRM decision
A 30-minute consultation to review your process, shortlist and budget.