How do I migrate from Salesforce to a simpler CRM?

Salesforce stores data in objects (Leads, Contacts, Opportunities, Accounts). Export each object type as CSV through the Data Export feature in Setup. For most small businesses, you only need to export Leads and Contacts to bring to your new CRM.

When moving to a simpler CRM, you will lose some Salesforce-specific features like custom objects and complex automation flows. The trade-off is saving hundreds per month and having a tool your team actually uses. Most small businesses find the simplicity worth more than the lost features.

Import your active leads and contacts into your new CRM, set up your pipeline stages to mirror the Salesforce opportunity stages you actually used, and configure your automations. Long Drive Leads supports CSV import and can have your pipeline running within minutes of the data landing.