CRM Migration

Introduction to CRM Migration

Migrating data from one system to another, such as from Microsoft Dynamics to Salesforce or Salesforce to Salesforce, can be a daunting and complex process. However, with our expertise in building a top-rated data cleansing and migration tool, we are not short of the efforts to make the CRM migration work for your organization.

We recognize the details of data and the criticality of maintaining its accuracy. Whether you need to migrate data to Salesforce, from Salesforce, or between multiple Salesforce instances, our team of Salesforce experts can develop and implement a migration strategy that aligns with your business objectives.

Data Planning

With any data migration project, Our consultant will help you in defining a detailed plan to decide for more than one data source and information for each source. This will help you in identifying the actual data which required to be migrate from one place to another.

Data Migration

There are ETL tools which helps us in migrating data from one source to another source systems. It largely defines on the data volume along-with complexity of the source data to prefer the migration method. Our experts can help you in choosing the right data migration method.

Selection of Data

We will select the data gathered by your team which are relevant to business and processes. Based on that, we identify the data that to be migrated as well as relevant information which may be required from which system the data is transferring from.

Quality Assurance

Once we have migrated data to Salesforce CRM, our developers can perform quality assurance test to ensure that all the data transferred with rightly with correct format, information and relationships without any errors.

Data Mapping

Data mapping is the upmost task to be preformed where we ensure that each source system should have a unique identifier. Where there are no unique IDs for Sales records in the CRM, our team will initiate data cleansing and deduplication

Data Integrity

Data protection remains our top-most priority above all the tasks. As we perform data migration services, we make sure about the accuracy, precision and consistency of the records which is transferred as data.

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Have a project in mind? Let’s connect to make your project shine!

Do you have a project in mind and looking for right Salesforce resources? Please reach out to us and We can discuss about your business requirements

REPRESENTATIVE OFFICER

GAURANG BHATT

Principal Business Consultant