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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

When converting to their new CRM system, TWONG®, the Viennese manufacturer of mobile mounting systems, expected maximum data quality and customer support – and of the conversion process itself minimum effort and minimum interference with ongoing business operations. Read the whole success story in our case study.

Download Case Study in german

How it works: some examples

Here are some examples of best practice from our satisfied customers. Get in touch now and ask for a proof of concept – no strings attached!

Best Practice

MS Dynamics CRM

Heel x gorelate a CRM project

For the company Heel, gorelate implemented a customer engagement project and extended standard Dynamics 365 with add-ons to enable processes specially tailored to Heel and the pharmaceutical industry. You can read about the solutions we 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 go about a Customer Insights project? We have summarised all the phases involved.

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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: Rapid CRM migration during ongoing business operations

When changing to their new CRM system, TWONG®, the Viennese manufacturer of mobile mounting systems, expected maximum data quality and customer care. And of the conversion process itself, they expected minimum effort and minimum interference with ongoing business operations. With the help of their migration tool gomigrate, the CRM consulting company gorelate carried out their complete conversion to Microsoft Dynamics CRM.

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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 mean your CRM system is guaranteed to be a success.

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Support

Our individual and flexible customer support packages are part of our commitment to positive long-term customer relationships.

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Migration

Switch to a safe CRM future. We will be with you every step of the way with our tried-and-tested, software-based process.

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