Case Study · B2B Lead Generation · CRM Migration

A Rigid CRM, Retired. Nothing Lost in the Move.

Leadstone Group, a leading online marketing company, had outgrown Oracle CRM On Demand. Its business, built on managing large volumes of prospects across industrial and oilfield-services clients, needed a system flexible enough to bend to its process. Vertekx planned and executed a complete migration to SugarCRM, phase by phase, with zero shortcuts on data integrity.

SugarCRMOracle CRM On DemandTalend ETLCustom Migration Tooling

6 MilestonesEach planned, built, and tested before the next began

Zero LossThousands of records mapped field by field, not just copied

Hybrid MoveMigration Tool, custom import scripts, and Talend ETL combined

The Challenge

Outgrowing a CRM that wouldn't bend

Oracle CRM On Demand wasn't flexible enough to keep up with Leadstone Group's business. The company runs on managing a high volume of prospects, drilling and oilfield-service providers, equipment manufacturers, and industrial suppliers, through a custom process a rigid, closed system couldn't accommodate.

Moving to something adaptable meant migrating thousands of records between two very different data structures, where any misstep could mean lost history, broken records, or a rocky go-live for a team that depends on its CRM every day.

A closed system, a custom processOracle CRM On Demand couldn't be customized to match Leadstone's actual sales and prospecting process.

Thousands of records to moveA full migration meant every prospect, contact, and opportunity had to move without loss or corruption.

Map, don't just copyDifferent data structures between the two systems meant every field needed careful mapping, not a straight copy.

Catch gaps before go-liveAny missing process in the new system had to be found before launch, not discovered after.

The Solution

Six milestones, each tested before the next

The move to SugarCRM was broken into six carefully sequenced milestones, each completed and verified before the next began.

Data analysis and field mappingA detailed analysis of Oracle CRM On Demand's entities and fields, mapped one-to-one onto SugarCRM's modules and documented as a formal deliverable.

Gap identification and planningRequirements for any custom modules, fields, or processes SugarCRM would need were identified and planned out in full.

SugarCRM customizationEvery required customization was built and in place before a single record was migrated.

Data migration, pass oneA hybrid approach, the SugarCRM Migration Tool, custom import scripts, and Talend ETL, moved a limited set of records first, so the import process itself could be verified and exhaustively tested.

Data migration, pass twoOnce pass one was validated, the full dataset was migrated and tested in exactly the same way.

SupportExtended support after go-live caught and resolved any issues that surfaced under real production usage.

The Results

Everything moved. Nothing lost.

6 / 6Milestones completedEach one tested and signed off before the next began.

0Records lost or corruptedEvery field mapped, every migration pass validated before production.

Fields mapped one-to-oneCustomizations built firstTwo validated passesPost-go-live support

Tested, not hoped. Leadstone Group moved its entire CRM history and process from a rigid, closed platform to a fully customizable one, with each stage verified before the next began rather than discovered as a problem after go-live, so the team could trust their data and their process on day one.

Also Delivered

Reporting that reaches clients

Alongside the core build, these capabilities shipped as part of the system too.

Automated reports delivered directly to clients

Enhanced notification processes

Outgrown a CRM that won't bend to your process?

If a rigid platform is holding your team back, let's talk about a migration plan that protects your data at every step.

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