Orion
Salesloft
Transfer contacts, companies, deals, and more from Orion to Salesloft. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Salesloft migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
Power durable revenue growth
Salesloft is an AI-powered revenue orchestration platform that helps sales teams prioritize actions and manage the entire buyer journey. It unifies CRM data with tools for sales engagement, conversation intelligence, deal management, forecasting, and coaching.
AI-driven revenue orchestration and workflow automation
"Power durable revenue growth"
Salesloft is an AI-powered revenue orchestration platform that helps sales teams prioritize actions and manage the entire buyer journey. It unifies CRM data with tools for sales engagement, conversation intelligence, deal management, forecasting, and coaching.
Ideal for: Sales teams seeking a comprehensive revenue orchestration platform with AI-powered insights, conversation intelligence, and integrated coaching capabilities.
AI-driven revenue orchestration and workflow automation
Conversation intelligence with call recording and analysis
130+ software integrations including Salesforce and HubSpot
Built-in coaching and sales performance management
Learn more at
salesloft.com
See exactly which data objects transfer from Orion to Salesloft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Salesloft.
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