Salesforce Migration Services

Investigate the Present CRM Situation

We'll figure out what information is critical to your organization, how it's organized, and the special adjustments needed to make your data more valuable when migrating to Salesforce. This will assist us in determining your priorities and developing a migration plan.

Mapping of Data

We'll make an Entity Relationship Document to better illustrate the table structure, data type, and the number of records. The mapping of old data fields to Salesforce fields gets a lot easier and more precise from here.

Considerations for Salesforce

To import your data effectively, we'll need a lock on record ownership, access privileges, what happens to data from ex-employees and inactive users, and security settings, among other things. This will guarantee that we don't lose any of your old data during the Salesforce migration.

Import and Demo of Sandbox

An initial batch of data will be placed into a test environment to guarantee map accuracy and data integrity. After that, you may check for any errors, and we'll take care of them immediately. All of this will be done without disturbing your live CRM until you say "yes" to a live import.

Import of all data

We'll import all of your CRM data to Salesforce based on the changes made to data models and field mapping during Sandbox testing. To protect the safety and integrity of your data in its new home, we'll use strict scripting and appropriate data loaders.

Validation of Clients and Go-Live

We will review the system one final time before making it available to you.If you confirm the success, we'll remain good friends.