Source
eMoney

eMoney

Destination
IQVIA OCE

IQVIA OCE

CRM MigrationStarting at $500

Migrate from eMoney to IQVIA OCE

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from eMoney to IQVIA OCE. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your eMoney to IQVIA OCE migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

eMoney vs IQVIA OCE

A quick look at both platforms to help you understand your migration path

Migrating from
eMoney

eMoney

Complete financial planning system

eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.

Founded 2000
Radnor, PA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Planning+1 more
Top Strength

Comprehensive financial planning capabilities including retirement and estate planning

Migrating to
IQVIA OCE

IQVIA OCE

Orchestrated Customer Engagement for life sciences

IQVIA OCE (Orchestrated Customer Engagement) is a next-generation life sciences commercial platform built on Salesforce that connects sales, marketing, and medical functions to deliver personalized customer experiences. It serves pharmaceutical companies with AI-driven recommendations, real-time contextual insights, and predictive outcomes across 130+ countries.

Founded 2017
Durham, North Carolina, United States
Best for
Mid-MarketEnterprise
Industries
PharmaceuticalLife SciencesBiotechnology+2 more
Top Strength

Built on Salesforce Lightning for industry-leading UX

Your New CRM

Why IQVIA OCE is a great choice

IQVIA OCE

IQVIA OCE

"Orchestrated Customer Engagement for life sciences"

IQVIA OCE (Orchestrated Customer Engagement) is a next-generation life sciences commercial platform built on Salesforce that connects sales, marketing, and medical functions to deliver personalized customer experiences. It serves pharmaceutical companies with AI-driven recommendations, real-time contextual insights, and predictive outcomes across 130+ countries.

Ideal for: Pharmaceutical and life sciences companies seeking an enterprise CRM platform with AI-powered insights and coordinated customer engagement across sales, marketing, and medical teams.

Built on Salesforce Lightning for industry-leading UX

AI-driven recommendations and predictive outcomes

Industries
PharmaceuticalLife SciencesBiotechnology+2
Best For
Mid-MarketEnterprise

Connects all customer-facing functions in one platform

Deployed by 400+ global life sciences companies

Learn more at

iqvia.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eMoney to IQVIA OCE

eMoney
IQVIA OCE
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

eMoney to IQVIA OCE Migration FAQ

Common questions about migrating from eMoney to IQVIA OCE.

Related Migration Paths

Explore other popular CRM migrations similar to eMoney to IQVIA OCE

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com