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Trouble-free migration

We offer genuine data migration instead of simple field mapping as the basis for future-proofing your CRM project.

How to make migration a success

Legacy systems depend on mapped processes and user acceptance. Our solution is designed to minimise internal effort and guarantee long-term acceptance.

Our Services

  • Systematic data migration from legacy systems
  • Detailed logging and efficient error handling
  • Import and export to/from all conventional data formats
  • Data synchronisation between multiple systems
  • Transfer of existing data structures
  • Local data backup of cloud content
  • And much more

Implementation at TWONG

From the conversion to the new CRM system, TWONG®, the Viennese manufacturer of mobile mounting systems, expected maximum data quality and customer support - and from the conversion process itself a minimum of personal effort and impairment of ongoing business operations. Read the whole success story in our case study

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Here's how it can work

We present: Best practice examples from our satisfied customers. Ask now for your proof-of-concept without obligation.

Best Practice

MS Dynamics CRM

Heel x gorelate a CRM project

For the company Heel, gorelate implemented a customer engagement project and extended the Dynamics 365 standard with add-ons to enable processes specially tailored to Heel and the pharmaceutical industry. You can read about the solutions we have found in our case study.

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MS Dynamics CRM

great idea concept with crumpled office paper and light bulb

A successful customer insights project in 6 (+ 2) steps

How do you approach a customer insights project? We have summarized all phases.

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Best Practice

MS Dynamics CRM

VERBUND x gorelate

gorelate has implemented a CRM project for the energy company VERBUND. With Dynamics 365, the sales process was digitalised and document creation automated. The result: Huge time savings and practical simplifications for users when creating offers and contracts. Tobias Haberler and Thomas Winkler from VERBUND and Marie-Luise Zwischenberger from gorelate provide insights into the project.

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Best Practice

MS Dynamics CRM

Twong x gorelate: gomigrate: CRM migration in best time and during ongoing business operations

From the changeover to the new CRM system, TWONG® expected the Viennese manufacturer of mobile mounting systems, maximum data quality and customer care. From the conversion process itself, a minimum of personal effort and impairment of ongoing business operations. With the help of their migration tool gomigrate, the CRM consulting company gorelate performed the complete conversion Microsoft Dynamics CRM through.

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CRM is in our DNA

Our services and solutions at a glance.

Consulting

Empathy and passion for your industry and processes make a crucial difference when it comes to the success of your CRM project.
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Implementation

Our decades of industry- and process-specific knowledge make your CRM system a guaranteed success.
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Support

Individual and flexible support packages for our customers are part of our commitment to positive long-term customer relationships.
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Migration

Switch to a safe CRM future and let us assist you with a tried-and-tested, software-based process.
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