Three Moves
Switching to Salesforce does not have to feel messy or unpredictable. We built a simple framework that removes the chaos and makes outcomes reliable. Three steps, no shortcuts. Everything else is our problem.
We start by learning how your business actually runs. Short working sessions map objects, fields, handoffs, and approvals. We translate that map into a Salesforce data model that matches your day-to-day flow.
Security follows the principle of least privilege. Profiles, permission sets, and sharing rules are defined so access is clear and auditable. Automation replaces repetitive clicks. Integrations are planned early so they do not block go live.
Guardrails before data moves:
Blueprint of your target data model
Security matrix that shows who can see and do what
Day one configuration in a sandbox you can click through
Nothing proceeds until the sandbox meets the checklist we agree on together.
This is where projects often stall. We keep it moving.
First comes a verified backup of your current CRM, including attachments if needed. A mapping workbook shows, field by field, how data lands in Salesforce. Transforms and ownership rules are documented.
We run pilot loads in a sandbox. Record counts, required fields, duplicates, and relationships are validated. Edge cases are normalized and reconciled until the data looks like it always belonged in Salesforce.
Your Current CRM
Go live follows a tested runbook. We schedule a short read-only window, take the final delta, load production, and run smoke tests. Users simply log in to a system that already works.
Your team receives role-based walkthroughs, quick guides, and direct access to a named Despot engineer during hypercare. Adoption is monitored, blockers are removed, and the old system is retired cleanly. Licenses are turned off so you stop paying for tools you no longer need.
Promises We Keep
Backup first, every time
Cutover measured in hours, not days
Validation before, during, and after each load
Documented runbook and handover
Training and hypercare until adoption sticks
Downtime?
A short read-only window during cutover, measured in hours.
Data loss?
No. Every load is backed up and validated with a rollback plan.
Timeline?
Most migrations complete in 4 to 6 weeks. Heavy integrations and deep cleanup can add time.
Integrations?
Designed up front and staged to avoid blockers.
Security?
Access follows least privilege, with logs and audit trails.
Training?
Yes. Role-based walkthroughs, guides, and post-launch support.
Pricing?
Short discovery → fixed scope → fixed quote.
Get a migration plan with scope, timeline, and a fixed quote.
