Back to The Briefing
SALES

The hidden cost of your CRM migration nobody talks about

Dana Kuri · Aug 28, 2026 · 4 min read

Three VPs share what really happened when they switched platforms.

Migrating to a new CRM sounds straightforward. Move the data, retrain the team, and move on. But the reality is messier.

We interviewed three VP of Sales who recently completed CRM migrations. They shared stories about data loss, workflow disruption, and adoption challenges that nobody had warned them about.

The common thread: underestimating the human side of migration.

One VP lost three weeks of productivity during the switchover, even with careful planning. Another discovered that her team had been entering data differently in the new system, creating downstream reporting problems.

The financial impact? One company calculated the true cost at 2x the software license itself, once you factor in lost productivity, training, and remediation.

"Do your pilots. Do them for real," says one of the VPs. "And talk to your sales ops person—they're about to earn their salary."