Tepia moves CRM data from Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, older desktop CRMs and spreadsheets into a new custom or packaged CRM. Every migration includes a field mapping document, deduplication rules, sandbox test loads reconciled by record count and a rehearsed cutover, typically finished inside a launch phase of about a month.
A CRM migration succeeds when every record, relationship and activity lands where users expect it and the old system can be switched off.
Tepia documents every source field, its target, transformation rules and business owner, so nothing moves on assumption and each choice is reviewable.
Read: How to Migrate From Salesforce to a Custom CRM
Tepia carries notes, emails, calls, tasks, attachments and original created dates, so years of relationship history survive the move.
Read: Custom CRM Development
Contacts and accounts are matched on email, phone, domain and address rules your team approves, with merges logged and reversible in testing.
Read: Data Integration and ETL Pipeline Development
Record counts and spot checks are reconciled after every test load, and Tepia schedules cutover only after a clean full rehearsal.
Data figures Tepia plans around when scoping a CRM migration.
HubSpot estimates marketing contact databases naturally degrade by about 22.5 percent every year as people change jobs.
Salesforce's State of Sales research found reps spend only about 28 percent of their week actually selling.
Tepia clients report about 90 percent customer retention, and clean relationship data is part of how teams keep customers.
Exporting records from a CRM is easy. Moving a working history is not. A typical source system holds accounts, contacts, leads, opportunities, activities, custom objects, attachments and years of picklist values that changed meaning along the way. Relationships connect all of it, and those relationships are stored as internal IDs that mean nothing in the new system. Tepia treats migration as an engineering project with its own plan, tests and sign off, not an export someone runs on a Friday afternoon.
The data itself is rarely clean. Duplicates creep in from list imports and web forms, ownership points to users who left years ago, fields that are required in the new system were optional in the old one, and some critical information lives only in free text notes. Each problem needs a rule, and each rule needs someone on your side to approve it. Tepia’s job is to surface those decisions early and make them easy to make.
Finally, the business keeps running. Reps keep logging calls and marketing keeps capturing leads right up to cutover, so the plan has to account for changes that happen after the first load.
Tepia runs each migration through the same sequence, with outputs your team can review at every step:
| Step | Output | Typical duration |
|---|---|---|
| Source inventory | Objects, record counts, custom fields, integrations and active users | 1 to 2 weeks |
| Field mapping and rules | Mapping document with transformations, defaults and owner decisions | 1 to 3 weeks |
| Cleansing and deduplication | Approved match rules, merge log and exception list | 1 to 3 weeks, often in parallel |
| Test load into a sandbox | Loaded sandbox and a reconciliation report of counts and samples | 1 to 2 weeks per cycle |
| User acceptance review | Sign off from sales, service and finance leads on their records | About 1 week |
| Cutover rehearsal | Timed full run with a written rollback plan | A few days |
| Production cutover and delta load | Live data, final reconciliation and a read only source system | One weekend plus a delta pass |
| Hypercare | Fixes to stray records and integration checks | 2 to 4 weeks |
These durations are typical for a mid sized CRM with a few hundred thousand records. Tepia runs most of these steps alongside development of the new system, so the data is ready when the software is, rather than becoming a separate project at the end.
Every source CRM has its own traps. Tepia plans for them by name:
Integrations have to move too. Marketing automation, phone systems, ERP syncs and website forms all point at the old CRM, and Tepia inventories each one so it is repointed during cutover instead of failing quietly on Monday morning. See how to migrate from Salesforce to a custom CRM and data integration and ETL pipelines for related detail.
Tepia maps migration work onto its six phase process, with a US based project manager who owns the cutover plan.
Typically Discovery runs 1 to 3 months, less for a standalone migration into a CRM you have already chosen, and launch takes about a month. See Tepia’s process.
Some teams have already picked their next CRM and only need the data moved safely. Others are leaving a platform because it no longer fits, and the migration is one part of a custom build. Tepia does both. When you are moving a simple contact list between packaged products, the vendor’s import tool may be enough, and Tepia will say so.
Bring Tepia in when you have custom objects, years of activity history, attachments, several source systems after an acquisition, or integrations that must keep working through cutover. Start with custom CRM development if you are still deciding where to move, review database design and management for the target model, or contact Tepia with a list of your source systems.
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