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22 Oct 2026, 10:05 UTC · 1 question · ID faefff3f9320
Who asked
Persona
Head of Business Development
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /solutions/financial-servicesQuestion 1 asked here
Question 1

“How long does it take to move from our current CRM?”

Answer
Partly answered

The site says a move takes weeks, lays out a four-step migration and cites Allica Bank going live with its first team in 6 weeks. It never gives a typical timeline per step or for a full rollout, never says what makes a move longer, and the financial services page has no migration section.

Section on the siteStatusTicket
/solutions/switch-crmFour steps to a calm switchPartly answers it
Add typical durations to the migration steps on /solutions/switch-crm

Ticket

Paste this into your ticketing tool.

Add typical durations to the migration steps on /solutions/switch-crm

Section: /solutions/switch-crm › Four steps to a calm switch

What is missing:
- No typical duration is given for planning, the test import, team-by-team go-lives or retiring old tools.
- No overall time range for a full migration is given.
- Nothing says what makes a migration take longer, such as data volume, custom objects or number of teams.

Where: Update this section: Add a typical duration to each card, "Plan the move", "Run a test import", "Go live team by team" and "Retire the old tools", and an overall range under the section intro.
  Related sections: Moving from your current CRM · What a calm switch looks like

What to do:
1. Confirm with the onboarding team the typical duration of each step and the overall range by company size.
2. Add a duration line to each step card and an overall range to the section intro.
3. Add a short note on the factors that lengthen or shorten a move.

Done when: /solutions/switch-crm shows a typical time for each of the four steps and an overall migration range.

From: conversation faefff3f9320, question 1: "How long does it take to move from our current CRM?"
What is missing
  • No typical duration is given for planning, the test import, team-by-team go-lives or retiring old tools.
  • No overall time range for a full migration is given.
  • Nothing says what makes a migration take longer, such as data volume, custom objects or number of teams.
Where
Update this section: Add a typical duration to each card, "Plan the move", "Run a test import", "Go live team by team" and "Retire the old tools", and an overall range under the section intro.
Related sections
Moving from your current CRM · What a calm switch looks like
What to do
  1. Confirm with the onboarding team the typical duration of each step and the overall range by company size.
  2. Add a duration line to each step card and an overall range to the section intro.
  3. Add a short note on the factors that lengthen or shorten a move.
Done when: /solutions/switch-crm shows a typical time for each of the four steps and an overall migration range.
/solutions/financial-servicesBuilt for regulated teamsMissing here
Add a migration timeline section to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add a migration timeline section to /solutions/financial-services

Who needs it: Financial services (banks, credit unions and insurers)
Section: /solutions/financial-services › Built for regulated teams

What is missing:
- The financial services page says nothing about moving from a current CRM or how long it takes.
- No timeline is given for a regulated firm, including keeping approval and audit history through the move.

Where: New section on /solutions/financial-services, placed after "Built for regulated teams".
  Related sections: Built for regulated teams · How banks, credit unions and insurers grow with Hourglass · Four steps to a calm switch
  Main topics: Typical migration timeline for a financial firm · phased start by team · test import before go-live · history and audit trail carried across · time to first team live from a bank customer · link to the migration playbook

What to do:
1. Confirm with the onboarding team the typical migration timeline for banks, credit unions and insurers and what compliance review adds.
2. Build the section with the timeline, the phased approach and the Allica Bank time to first team live.
3. Link the section to /solutions/switch-crm.

Done when: /solutions/financial-services has a section stating a typical migration timeline for financial firms and linking to the migration playbook.
Depends on: Add typical durations to the migration steps on /solutions/switch-crm

From: conversation faefff3f9320, question 1: "How long does it take to move from our current CRM?"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • The financial services page says nothing about moving from a current CRM or how long it takes.
  • No timeline is given for a regulated firm, including keeping approval and audit history through the move.
Where
New section on /solutions/financial-services, placed after "Built for regulated teams".
Related sections
Built for regulated teams · How banks, credit unions and insurers grow with Hourglass · Four steps to a calm switch
Main topics
Typical migration timeline for a financial firm · phased start by team · test import before go-live · history and audit trail carried across · time to first team live from a bank customer · link to the migration playbook
What to do
  1. Confirm with the onboarding team the typical migration timeline for banks, credit unions and insurers and what compliance review adds.
  2. Build the section with the timeline, the phased approach and the Allica Bank time to first team live.
  3. Link the section to /solutions/switch-crm.
Done when: /solutions/financial-services has a section stating a typical migration timeline for financial firms and linking to the migration playbook.
Depends on: “Add typical durations to the migration steps on /solutions/switch-crm”
/solutions/enterpriseA rollout planned with you (card)Partly answers it
Add rollout timing to the enterprise rollout card on /solutions/enterprise

Ticket

Paste this into your ticketing tool.

Add rollout timing to the enterprise rollout card on /solutions/enterprise

Who needs it: Large organizations with many business units (this visitor: Charles Schwab)
Section: /solutions/enterprise › A rollout planned with you (card)

What is missing:
- No typical time for a multi-team enterprise rollout is given.
- No time to the first team live for a large organization is given.

Where: Update this section: Add a timing line to the card "A rollout planned with you", beside "A plan made with our onboarding team".

What to do:
1. Confirm with the onboarding team the typical time to first team live and to full rollout for enterprise customers.
2. Add the timing to the card's list of points.

Done when: /solutions/enterprise states the typical time to first team live and to full rollout.

From: conversation faefff3f9320, question 1: "How long does it take to move from our current CRM?"
Who needs it: Large organizations with many business units (this visitor: Charles Schwab)
What is missing
  • No typical time for a multi-team enterprise rollout is given.
  • No time to the first team live for a large organization is given.
Where
Update this section: Add a timing line to the card "A rollout planned with you", beside "A plan made with our onboarding team".
What to do
  1. Confirm with the onboarding team the typical time to first team live and to full rollout for enterprise customers.
  2. Add the timing to the card's list of points.
Done when: /solutions/enterprise states the typical time to first team live and to full rollout.
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Sections in the answer pageStatus
/solutions/switch-crmMove your CRM in weeks, keeping every record and its historyAnswers it
/solutions/financial-servicesAllica Bank (card)Answers it
/compare/legacy-crmTime to go live (card)Answers it
/solutions/switch-crmFour steps to a calm switchPartly answers it
/solutions/enterpriseA rollout planned with you (card)Partly answers it
/solutions/financial-servicesBuilt for regulated teamsMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.