Classic → Lightning readiness
Lightning readiness audit, custom-component conversion plan,
AppExchange package review, and Lightning-native UX redesign.
Lightning UI conversion
Visualforce → LWC conversion, Lightning Record Pages, Path setup,
and the UX patterns Lightning users expect.
Pardot → Account Engagement
Pardot to Account Engagement migration including domain
authentication, lead routing, and Engagement Studio rebuild.
Legacy CRM migration
HubSpot, Pipedrive, Zoho, MS Dynamics, SugarCRM → Salesforce, with
deduplication, history preservation, and attachment migration.
Org consolidation
Multi-org merger (post-M&A), schema reconciliation, user
consolidation, integration re-wiring, and phased cutover.
Cutover & rollback
Production cutover with rollback plan, weekend support window, and
post-cutover reconciliation report.