We just migrated a CRM. It took ten days. Nine of them were data.
Every vendor will sell you a migration in an afternoon. They don't mention that your data is a mess — and that fixing it is where the real work lives.
We just migrated a CRM. It took ten days. Nine of them were data.
Last week we finished migrating a client's CRM. The actual system setup — configuring fields, building views, connecting integrations — took about a day. The remaining nine days? Cleaning, deduplicating, merging, and fixing fifteen years of accumulated data.
And that was just to sort out what was already inside the system. The upstream sources feeding it and the downstream processes consuming it still need attention.
Nobody talks about this part. Every CRM vendor will sell you a migration in an afternoon. Import your CSV, map your fields, done. What they don't mention is that your CSV is a mess. Duplicate contacts with three different spellings of the same company. Fields that meant one thing in 2015 and something else by 2020. Records nobody has touched in eight years sitting next to your hottest prospects.
Where AI actually helped
We used an AI assistant throughout the migration — not for the system configuration, which is straightforward, but for the data work. It handled pattern matching across thousands of records, identified duplicates that a simple name match would miss, and flagged inconsistencies that a human eye would skip on row 400 of a spreadsheet.
Without that, this migration would have taken a month. Or — more realistically — we'd have cut corners on the data quality and imported the mess into a shiny new system. Which is exactly what most migrations do.
Fifteen years of compound interest
With clean, structured, properly deduplicated data, the client can now do things they haven't been able to do in fifteen years of using CRM tools. Segmentation that actually works. Reporting that reflects reality. Automations that fire on accurate data instead of guessing.
The system barely changed. The data changed everything.
The uncomfortable truth
Systems thinking gets all the attention. Workflows, automations, integrations — these are satisfying to design and impressive to demonstrate. But they all depend on one thing: the data underneath them being right.
Bad data doesn't just slow you down. It makes your automations confidently wrong. It makes your reports lie with precision. It makes every system you bolt on top a more elaborate way of doing the wrong thing faster.
Getting the data right is tedious, unglamorous work. It's also the thing that separates a business that uses technology from one that actually benefits from it.
If your CRM has been accumulating data for years and you've never done a proper cleanup, it's probably costing you more than you think. Book a conversation — we'll talk through what a cleanup or migration would actually involve for your business.
Robin Carswell