CRM Migration: Data Opportunity Handoff Checklist

Maximizing Value in CRM Migrations: A Data Licensing Checklist for Consultants

For CRM consultants, a migration project is more than just moving software; it's an opportunity to unlock new value for your clients. By identifying companies with valuable data assets, you can help them explore licensing opportunities, generate new revenue streams, and strengthen their market position. SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment.

This checklist is designed to help you quickly identify potential data licensing opportunities during a CRM migration and ensure a smooth handoff to SourceX, without ever touching the company's sensitive data.

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Data Opportunity Handoff Checklist

• Company Profile Verification

• [ ] Is the company based in the US?
• [ ] Does the company have 50+ full-time employees at peak (contractors excluded)?
• [ ] Does the company have years of operating records?

• Data Licensing Rights & Sponsorship

• [ ] Does the company possess the clear legal rights to license its data?
• [ ] Is there an identified authorized sponsor within the company for data licensing initiatives?

• Data Archive Types

• [ ] What types of data archives might be available (e.g., historical sales data, customer interaction logs, operational metrics)? Note these for context.

• Partner Role Confirmation

• [ ] Confirm awareness: The partner's role is solely to make the introduction; absolutely no company data passes through the partner at any stage.

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How SourceX Supports Your Introduction

Once you've identified a promising opportunity using this checklist, your next step is simple: make the introduction to SourceX. We manage data licensing from sourcing and rights review to delivery and payment. Remember, credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

Rewarding Your Referral

As a SourceX partner, you earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals. Rewards are capped at $100,000 cumulative per referred company. This reward is a share of SourceX's fee and is never deducted from what the company receives, ensuring a win-win scenario.

Illustrative Reward Scenario:

Consider a hypothetical scenario where a referred company's data licensing deals generate $100,000 in SourceX platform fees over time. Your reward would be 25% of this amount, up to the $100,000 limit. For example, if 25% were 25%, your reward would be $25,000, assuming it's below the $100,000.

Anyone can join the SourceX partner program from any supported country. Licensed professionals should check their own rules on referral fees.

SourceX is headquartered in Los Angeles, California, with its legal address at 16192 Coastal Highway, Lewes, Delaware 19958.

Refer a company · How rewards work