Migrate a solution that drives value for your business

CloudROI is a technology consultant that specializes in helping clients migrate to new sales automation platforms. The process of transitioning to a new platform can be complex and overwhelming for many businesses, which is where we come in. We provide a comprehensive suite of services designed to make the migration as seamless and painless as possible.

Our approach typically begins with a thorough analysis of the client’s existing systems and processes to identify areas where improvements can be made. Once a new platform has been selected, we will work with the client to develop a customized migration plan that addresses their specific needs and goals. This may involve data migration, integration with other systems, and training for users. Throughout the process, we provide ongoing support and guidance to ensure a successful transition and maximize the ROI of the new sales automation platform. See more on our process below.


CloudROI can assist with identifying business requirements, selecting the right CRM platform, defining the data migration strategy, determining the project scope, setting timelines and milestones, and outlining the budget.

Data Quality 

Data is the lifeblood of any CRM system, and, in order to provide value, it must be accurate, consistent, and complete.

User Adoption

To ensure user adoption, CloudROI involves the end-users in the planning and implementation process, trains them on the new system, and provides ongoing support.


White Papers


10 Key Benefits of Implementing a CRM

In this article, we will explore the top 10 benefits of implementing a CRM system


Top CRMs Compared and Scored

In this article, we will explore the top 4 CRM systems, Salesforce, HubSpot, Pipedrive and Zoho, and score them based on the key benefits they deliver


Worksheet: Building a Business Case for CRM

This worksheet is a guide designed to help leaders evaluate the current state of their business and make a strong case for investing in a CRM system

Our Process

Migrating a sales automation platform can be a complex process that requires careful planning and execution to ensure a smooth transition. The four key steps to consider when migrating a sales automation platform are:


The first step in migrating a sales automation platform is to create a detailed plan that outlines the goals, timeline, and budget for the project. This plan should also include a thorough analysis of the current sales automation platform, the desired features and functionality of the new platform, and any potential challenges or risks that may arise during the migration process.


Data Migration

The second step is to migrate the data from the old sales automation platform to the new one. This involves identifying the data that needs to be transferred, cleaning up the data to ensure accuracy, and developing a data migration plan that outlines the specific steps and timelines for transferring the data.


Configuration and Customization

The third step involves configuring and customizing the new sales automation platform to meet the specific needs of the organization. This may include setting up workflows, creating custom fields, and integrating third-party tools and applications.


Testing and Training

The final step is to test the new sales automation platform to ensure that it is functioning properly and to train the sales team on how to use the new platform. This involves conducting testing on various features and functionalities of the platform, identifying and resolving any issues or bugs that arise, and providing training and support to the sales team to ensure a smooth transition.

Why Choose Us

We are increasing business success with technology

Over a decade of experience migrating on-prem platforms to cloud software platforms for clients all over the world.

Increased Client Base

Automated Processes

Increased Sales

Increased Margins

500 +
Projects Delivered
Happy Clients
4. 98 /5
Rating on the App Exchange
Years in Business 

Case Studies

Coordinating 10,000 Truck Loads with Advanced TMS

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GA4 Migration for Education Services

CloudROI's team successfully migrated the education services company's GA account...

Private Jet Chartering with Salesforce

Salesforce provided Monarch Air Group with the advanced functionalities they...