Import your Salesforce accounts, contacts, and opportunities into a CRM that actually speaks restoration, with conflict handling that never quietly clobbers your data.
Migrate off a horizontal CRM and re-import safely over time, with conflicts surfaced, notes merged, and nothing silently overwritten.
The things that make switching safe, and what they connect to.
Import your Salesforce export (accounts, contacts, opportunities, leads, and their relationships) into a CRM that actually speaks restoration. Your years of history come with you instead of getting left behind in a tool your team half-used.
Re-import a newer Salesforce export over time and Relay creates the new, applies Salesforce-owned untouched fields, and opens a conflict for anything changed on both sides, instead of silently overwriting. Notes append-merge; records that vanished from Salesforce are archived, never deleted.
The pain of a generic CRM, and what changes when you move to one built for restoration.
Salesforce is powerful and generic, which in restoration usually means over-built, clunky, and quietly abandoned by the field. Relay is built for how restoration business development actually sells, so people actually use it.
Salesforce often needs a paid admin or an outside consultant just to keep it configured. Relay works for restoration out of the box, so you're not hiring someone to babysit the CRM.
Your accounts, contacts, and opportunities move over with their relationships intact, not a lossy export.
Conflicting changes are surfaced for a human to resolve, so a second import never quietly clobbers work done in Relay.
This is a migration and safe re-import, not a live sync that keeps you paying for and maintaining Salesforce alongside Relay. You move over and run in one place.
Your migrated data powers the restoration CRM, commissions, and new lead flow.
Salesforce is a powerful, generic CRM, which in restoration usually means over-configured, hard to use, and quietly abandoned by the field, often needing a paid admin just to keep it running. Relay is built for how restoration business development actually sells, so your team uses it without a full-time administrator.
No. This is a migration, not a sync. You move your accounts, contacts, and opportunities into Relay and run your CRM there, so you're not paying for or maintaining two systems.
No. Conflicting changes are surfaced for you to resolve rather than silently overwritten, notes are append-merged, and records missing from Salesforce are archived, not deleted.
Accounts, contacts, opportunities, leads, and their relationships, all mapped into Relay's restoration CRM.
Yes. A dry-run preview shows what would be created, updated, and flagged as a conflict before anything is applied.
About an hour with a restoration specialist. We'll walk a dry-run import of your Salesforce data and how conflicts are handled.
