---
title: Trachte — Dynamics to Salesforce Migration Strategy
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-11-18-in-person-trachte-marketing-meeting-office-102592499.md
tags:
- salesforce
- crm-migration
- trachte
- dynamics
- mikko-radko
- asymmetric
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Trachte — Dynamics to Salesforce Migration Strategy

## Overview

Trachte is evaluating a migration from Microsoft Dynamics to Salesforce, driven primarily by the acquisition of Mikko Radko, which already runs on Salesforce. The goal is to consolidate CRM operations across both companies into a single, unified instance. Asymmetric is a Salesforce partner and has offered to provide full implementation services.

The decision is pending a conversation between Miranda Strong and Greg (Trachte's IT Director). Once IT alignment is confirmed, Asymmetric will engage on sizing and pricing.

**Related client:** [[wiki/clients/trachte/_index.md]]
**Related meeting:** [[wiki/meetings/trachte/2026-04-05-trachte-marketing-strategy-session.md]]

---

## Context

- Trachte currently uses **Microsoft Dynamics** as its CRM.
- The recently acquired company **Mikko Radko** uses **Salesforce**.
- The Trachte team expressed frustration with Dynamics, noting that Microsoft "fell behind, way behind" and effectively stopped competing in the enterprise CRM space.
- The acquisition created a natural forcing function to evaluate consolidation onto a single platform.

---

## Migration Rationale

| Factor | Detail |
|---|---|
| Acquired company alignment | Mikko Radko already on Salesforce — extending their instance is more efficient than starting fresh |
| Platform capability gap | Dynamics considered outdated; Salesforce offers superior automation, customization, and reporting |
| Operational efficiency | Unified instance eliminates manual data exports and cross-system reconciliation |
| Email marketing integration | Salesforce Account Engagement (Pardot) can replace standalone email tools and reduce manual workflows |

---

## Proposed Architecture

Rather than running separate Salesforce instances per company, the preferred approach is a **single shared instance** with permission sets that enforce data visibility by company:

- **Standard users** see only their own company's data
- **Senior management** can cross-report across Trachte and Mikko Radko
- Mikko Radko's existing configuration can be used as a template, reducing build time

This avoids the complexity of merging separate instances later and gives leadership consolidated reporting from day one.

---

## Asymmetric's Role

Asymmetric is a **Salesforce platform partner** and can provide:

- **Licensing assistance** — partner pricing and negotiation leverage (Salesforce discounts more aggressively through partners)
- **Implementation** — system design, object configuration, workflow automation, and user training
- **Account Engagement setup** — email marketing automation integrated directly into Salesforce
- **Ongoing optimization** — post-launch support and iteration

> "Out of the box, it's not very useful. You've got to modify it and customize it." — Sebastian Gant

---

## Key Considerations

- **Mikko Radko's existing instance** should be reviewed before scoping — it may be possible to extend their licenses and rename/partition rather than build from scratch.
- Mikko Radko has its own IT department; coordination between both IT teams will be necessary.
- The migration timeline is contingent on Greg (IT Director) greenlighting the project and aligning with the Mikko Radko integration roadmap.
- Trachte is also undergoing a **corporate rebranding initiative** (potentially as "TBS Group") — Salesforce instance naming and structure should account for the new corporate identity. See [[wiki/knowledge/branding/trachte-corporate-rebranding.md]].

---

## Action Items

- [ ] **Miranda Strong** — Discuss Salesforce migration with Greg (IT Director); determine readiness and path forward
- [ ] **Miranda Strong** — Confirm where Mikko Radko's Salesforce implementation currently stands
- [ ] **Sebastian Gant** — Send Salesforce proposal (sizing, pricing, implementation scope) to Greg once Miranda initiates the conversation

---

## Related

- [[wiki/clients/trachte/_index.md]]
- [[wiki/knowledge/branding/trachte-corporate-rebranding.md]]
- [[wiki/knowledge/ppc/trachte-reddit-spotify-ppc-expansion.md]]
- [[wiki/knowledge/seo/trachte-ask-the-experts-ai-seo-overhaul.md]]