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Enterprise CRM Solutions & Data Architecture. Your customer data is your most valuable asset. Treat it that way.

A Customer Relationship Management (CRM) system is only as good as the data inside it. At LockData, we move beyond basic setup to provide full-scale CRM Engineering. We architect systems that eliminate data silos, automate complex sales workflows, and integrate seamlessly with your existing tech stack—from ticketing engines to ERPs.

25 +

Years in the Tech Space.

1000 +

Delivered Projects.

93 %

Client Retention

Developing & Connecting
software solutions that drive innovation.

Some of our Great
Clients and Partners:

Platforms We Support
We are platform-agnostic engineers.

We don’t push one software; we recommend what fits your architecture.
  • Salesforce: Custom Apex development, Lightning components, and complex enterprise architecture.

  • HubSpot: Advanced implementation for Sales, Marketing, and Service Hubs.

  • Microsoft Dynamics 365: Enterprise-grade integration for large organizations.

  • SugarCRM / SuiteCRM: Open-source customization for total control.

  • Zoho & Zendesk: Flexible solutions for growing agile teams.

CRM Engineering Services
From implementation to complex integration.

  1. Custom API Integration

Most CRMs live in isolation. We fix that. We build custom API connectors that sync your CRM with your Ticketing System (Tessitura, AudienceView), eCommerce Store (Shopify, WooCommerce), or Accounting Software.

  • The Result: When a ticket is sold or an invoice is paid, your CRM knows about it instantly—no CSV uploads required.

  1. Data Migration & Recovery

Moving from a legacy database to Salesforce? We handle the heavy lifting. We map, transform, and validate your historical data to ensure you don’t lose a single customer interaction during the move.

  • Key Capabilities: Legacy Data Extraction Field Mapping Data Cleansing

  1. Process Automation & Workflows

We turn business logic into code. We configure complex automation rules—like assigning leads based on geography, triggering renewal emails, or alerting account managers to churn risks.

  • Key Capabilities: Apex Triggers (Salesforce) HubSpot Workflows Power Automate

  1. Platform Audits & Rescue

Inherited a messy CRM instance? We perform deep-dive audits to identify unused features, broken integrations, and security gaps, then provide a roadmap to fix them.

Stop Fighting Your Data
Is your CRM a tool or a chore?

If your sales team spends more time entering data than closing deals, your CRM is broken. We build systems that work for you.

  • Clean Data: We scrub, de-duplicate, and standardize your legacy data before it ever touches your new system.

  • Automated Logic: We replace manual data entry with intelligent triggers and workflows.

  • 360-Degree View: We connect your marketing, sales, and support data into a single source of truth.

The LockData CRM Methodology
Measure twice. Configure once.

1. Discovery (The "Why"):

We interview your sales and support teams to understand their actual friction points—not just what management thinks happens.

2. Architecture (The "How"):

We map out the Entity Relationship Diagram (ERD). We define how Leads convert to Opportunities and how custom objects relate to each other.

3. Migration & Build:

We execute the data migration in a sandbox environment first, ensuring integrity before going live.

4. Training & Handoff:

We don't just hand over keys. We train your admins and users, providing documentation that is actually usable.

5. Ongoing Maintenance & Optimization

During the support phase we will monitor and maintain the solution ensuring all things are running smoothly, optimized and performing perfectly.

Case Studies

Frequently Asked Questions

  • Can you integrate Salesforce with my ticketing system? Yes. This is a specialty of ours. We build bidirectional syncs between platforms like Broadway Inbound, AudienceView, or Ticketmaster and Salesforce, ensuring your donor data matches your ticket buyer data.

  • Do you help with data cleaning? Absolutely. Migration is the perfect time to clean house. We script automated tools to identify duplicates, fix formatting errors, and standardize address data during the migration process.

  • We already have HubSpot. Can you just help us fix it? Yes. Our CRM Audit service is designed for this. We review your portal, identify bottlenecks, and re-configure your pipelines to match your current business reality.

  • What is the difference between a CRM Consultant and a CRM Engineer? A consultant gives you advice on sales strategy. An Engineer (like us) actually writes the code, builds the APIs, and configures the backend logic to make that strategy function technically.

Have a question?

Fill out your information below and we’ll schedule some time to connect.

“Working with LockData has been a fantastic experience. They took the time to understand our business model and brought our ideas to life with a sleek, intuitive group sales and ticketing app. Brian, Patrick, and the team have been supportive every step of the way, delivering exactly what we were looking for.

We continue to work with LockData to update and improve the group sales app and would not hesitate to work with them again on another project of this magnitude. We highly recommend LockData for anyone seeking reliable, top-tier web development services!” 

STEVE LATTANZI
Director of Systems and Administration

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