Stand up a new CRM or migrate off a legacy system without losing data or momentum. Configured to your process, loaded clean, live on schedule.
CRM implementation services take you from a signed license agreement to a working system your team actually uses — configured to your process, loaded with clean data, and live on schedule. Apexify implements new CRMs and migrates companies off legacy systems and spreadsheets, and we run every build through the same disciplined process whether the platform is Salesforce, HubSpot, or Dynamics 365. The goal is a zero-surprise cutover: no lost records, no dark weeks where the sales team works blind, no go-live followed by silence. You get a named delivery lead, regular demos of working software, and a cutover that is rehearsed before it counts. A typical scope covers:
If you have not chosen a platform yet, start with our CRM consulting practice. If you are moving to Salesforce specifically, our Salesforce implementation services page covers that methodology in depth.
The way to protect your data during a CRM migration is to rehearse the migration before it counts. We start with a data audit of the source system: record counts, duplicate rates, orphaned records, and the fields that hold real information versus noise. From that audit we build a field-level mapping document — every source field mapped to a destination, a transformation rule, or a documented decision to leave it behind. Then we run at least one full trial migration into a sandbox and validate it against the source: record counts reconciled, spot checks on real accounts, your team confirming their own data looks right. Only after a clean trial do we schedule cutover, usually over a weekend or a low-volume window, with a short data-freeze period and a rollback plan we have never enjoyed needing. Go-live is followed by hypercare: daily triage of issues, fast fixes, and tuning based on how people actually use the system in week one. Training runs before and during cutover — role-based sessions on your workflows, not generic feature tours — so day one feels familiar rather than foreign. Most mid-market implementations run 6-16 weeks end to end, driven by scope, integrations, and data complexity.
Choose an implementation partner on process discipline and honesty about scope, because those two things decide whether you go live on time. Apexify brings 20+ years of combined experience, a 98% client satisfaction rate, and official Salesforce Partner status — and because our strategy practice is platform-agnostic, we implement the CRM that fits rather than the one we happen to sell. We work with mid-market companies standing up their first serious CRM, teams replacing a legacy system that no longer fits, and organizations recovering from an implementation that stalled the first time. Rescues start with an audit of what exists — we keep what works and rebuild only what does not, which is usually less than the first partner claimed. We are headquartered in Calgary and deliver remotely for clients across Canada and the US, with Mountain Time hours that overlap every North American time zone. Every build ends with documentation and a handover session, so your team owns the system — not just the login.
Cost depends on scope, integrations, and data migration complexity — those three factors drive nearly everything. A single-team configuration with clean data sits at the low end; multi-department builds with several integrations and messy legacy data cost multiples more. We scope fixed-fee after a discovery call so you get a firm number, not an hourly guess.
Most mid-market CRM implementations run 6-16 weeks. A focused single-team rollout lands at the short end; multi-department builds with data migration and several integrations run longer. We phase larger projects so your highest-value team goes live early rather than everyone waiting for a big-bang launch.
No — not if the migration is rehearsed. We run at least one full trial load into a sandbox, reconcile record counts against the source, and have your team validate their own accounts before cutover. A field-level mapping document tracks every piece of data, and a rollback plan exists even though a validated trial makes it very unlikely to be used.
Yes — spreadsheets, aging on-premise CRMs, and discontinued products are the most common starting points we see. The work is the same discipline either way: audit the data, cleanse duplicates, map every field, run a trial load, then cut over. Messy source data lengthens the cleansing phase but never blocks the migration.
Hypercare comes first: for the initial weeks we triage issues daily, ship fast fixes, and tune workflows based on real usage. After that, most clients move to ongoing managed CRM support for enhancements, releases, and admin — or hand off to their internal team with full documentation. You choose the exit; nothing forces a retainer.
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