Case Studies

What a move with Mack looks like.

Start with a real migration, then see how Mack handles businesses like yours. Example scenarios are clearly marked, and we'll swap them for client stories as they're published.

Client storyHEALTH & WELLNESS · FLORIDA

A wellness studio's four systems, one Salesforce org.

StripeSquarespaceAcuityGmail→Salesforce

Customers paid in Stripe, bought in Squarespace, booked in Acuity and asked for quotes by email. Many payments had no customer name, and the same people appeared in every system under different spellings.

  • Matched 45 customers recorded only as "unknown" to real people through store order records.
  • Merged people across all four systems and added 60 booking-only customers.
  • Added a visit summary to 648 contacts and named the buyer on every sale.
  • Follow-up dry runs found every record unchanged, so nothing was duplicated.
1,017accounts
1,020contacts
1,657opportunities
$276,444revenue reconciled to source
Read The Full Story

Example scenarios

How Mack would move businesses like yours.

These are illustrative examples built from how businesses in each industry typically run. They are not client results.

Commercial roofingExample scenario

A roofer whose customers own dozens of buildings

DataformaQuickBooksExcel→Salesforce

Property managers sit in the estimating tool, invoices in accounting, and old bids in spreadsheets. The same building shows up under three addresses.

  • Property managers become parent accounts, with a child account per building
  • Jobs become opportunities with their real dates and amounts
  • Bids over a year old come in as Closed Lost, so win rates stay honest
“Two jobs share 1200 Harbor Blvd. Same building, different roofs?”
HVAC & plumbingExample scenario

A home services company with thousands of memberships

ServiceTitanQuickBooks→Salesforce

Homeowners have several addresses, maintenance memberships renew every year, and nobody can see lifetime value per household.

  • Each household becomes one account, with every service address on it
  • Memberships become yearly renewal opportunities in the pipeline
  • The tech who ran each job is set as its owner
“This homeowner has three service addresses. One household or three?”
Med spaExample scenario

A med spa with clients split across booking and payments

SquareAcuityGmail→Salesforce

Payments show a card nickname instead of a name, bookings use a different email, and packages are paid in installments.

  • Payments are matched to bookings to recover real client names
  • Package installments roll up under one parent opportunity
  • Visit history becomes a summary on each client
“Group these package installments under one parent opportunity?”
DistributionExample scenario

A distributor selling through regional dealers

NetSuiteHubSpot→Salesforce

Dealers live in the ERP, their buyers live in marketing, and each dealer ships to several warehouses.

  • Regional dealers roll up under their parent distributor
  • HubSpot contacts are matched to the right dealer account
  • Ship-to locations stay as addresses on one account
“Roll regional dealers up under their parent distributor?”
Professional servicesExample scenario

An advisory firm running on a pipeline tool and email

PipedriveOutlookXero→Salesforce

Engagements live in the pipeline tool, billing in accounting, and the relationship history in partners' inboxes.

  • Each engagement becomes an opportunity tied to its client
  • Referral partners become partner accounts credited on their deals
  • Recent email history is summarized on each contact
“Credit referral partners on the deals they sent?”
E-commerceExample scenario

An online brand with years of guest checkouts

ShopifyStripePayPal→Salesforce

Repeat buyers check out as guests, pay through two processors, and some orders were refunded in full.

  • Guest checkouts are matched to existing customers by email
  • Each order becomes an opportunity with its original date
  • Fully refunded orders are left out of revenue
“Skip orders that were fully refunded?”

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