Background
Background.
Mid-market apparel brand, B2B wholesale + DTC. Ran on a marketing automation platform and a homegrown wholesale-rep CRM. Two systems, three sync jobs, weekly reconciliation between marketing's segments and sales's account list.
Challenge
Challenge.
The enterprise pricing quote came in at 2.4x their existing cost. The features they actually needed — custom RBAC, BYOK encryption, and an immutable audit log for retail-partner data — were the upgrade triggers. The team modelled cost and switched to evaluating alternatives.
The non-negotiable was migration risk. They had 14 years of contact history, 600+ active sequences, and a wholesale-rep custom data model the homegrown CRM expressed with seven custom objects.
Solution
Solution.
The Pact migration tool ran on a Friday afternoon. It mapped the old platform's companies → Pact Accounts, deals → Opportunities, and workflows → Sequences semantically, not just structurally. Custom properties mapped to custom fields with their history intact. The wholesale-rep custom objects mapped cleanly into Pact's account-relationship model.
Dry-run reported zero record loss, 12 reconciliation findings (legacy workflow steps with deprecated email types — surfaced and reviewed before cutover). They cut over at 9pm Friday, finished verification by midnight, and the team's first live send went out at 10am Monday.
Result
Result.
Migration was 72 hours, not the six-month project the team had originally budgeted. Zero records lost. Open rate on the lifecycle journey lifted 38% in the first quarter — partly the new send-time optimization, partly the unified consent state catching previously-mis-targeted contacts.