Data Migration

Are you interested in moving to XLR8 but your data is housed elsewhere? Don’t worry! Our experienced Data migration team will provide you with the services you need, and guide you through the transition. Over the past few years, our Data migration team has worked with most every CRM being used in the industry. We can move your data cleanly and securely into XLR8/Salesforce.

Data Integration Gears

Our team will partner with your team to identify all sources of data, identify obsolete data, scrub incorrect data, map old data points to their new home and finally, migrate data to our new system. Our goal is to offer you the quickest, lowest cost options in data migration strategies. We strive to make this an easy transition for your firm.

“Our project with Concenter Services to implement XLR8 went incredibly well. They did everything they said that they would do on time and made the transition as painless as possible.” –Steven M.

Some of our most recent migrations to XLR8 have been from Junxure, Redtail, Salesforce, Tamarac, Wealthbox, Goldmine, Insightly, Outlook and SmartOffice. We can help you!