Torque Engineering (name changed) manufactures precision gears, shafts, and custom machined components for defence, aerospace, and heavy industry. Three offices: Pune (HQ), Birmingham (UK sales), and Dubai (Middle East). Revenue: ₹45 Cr annually.
Eight different Excel files tracked their pipeline. The Pune team had a shared Google Sheet. Birmingham had individual rep files. Dubai had a WhatsApp-based tracking system. The MD had been asking for a unified CRM for two years. Every previous attempt had failed at the data migration stage.
The 72-Hour Migration Protocol
Data consolidation
All 8 Excel files exported to CSV. VynDeal's import tool mapped columns automatically. Duplicate detection flagged 89 conflicts (same company in multiple sheets). Manager resolved each in 4 hours.
Clean data imported
847 accounts, 1,243 contacts, 412 open opportunities imported. All historical data preserved. Every rep's pipeline visible in VynDeal for the first time on a single screen.
Team training
3 × 45-minute training sessions (one per office, accounting for time zones). VynDeal mobile demonstrated. Follow-up reminder system shown. "That's it?" was the most common response.
Excel decommissioned
MD sent company-wide message: "Excel pipeline tracking ends today. VynDeal is live. Please log all new activities there." No exceptions.
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"We had tried to migrate to Salesforce twice. Both attempts failed at the data import stage — the consultants couldn't clean 3 years of Excel data. VynDeal's import handled it in an afternoon. I honestly expected it to take weeks." — MD, Torque Engineering