Salesforce Data Migration
Services
AddaxCRM helps you migrate from any legacy setup to a state-of-the-art Salesforce CRM
platform without any hassles
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Salesforce Migration services
If your startup business is in outgrowing spreadsheets
or if your existing CRM system is not aligned with your business
processes - migrating to Salesforce CRM can bring your team a drastic
performance improvement solution. Salesforce CRM deployment, however,
is a complex exercise with numerous pitfalls, making migration of
legacy data an important and inevitable part of it. AddaxCRM solves
your Salesforce migration from any type of legacy systems issues,
without any hitches.
CRM system migration
- Migrate from any on-premise, cloud-based or custom-built CRM system to Salesforce
- Map standard objects such as contacts and opportunities as well as custom objects as per niche business
requirements
- Salesforce CRM provides process and reporting improvement
Legacy setup migration
- Migrate data from spreadsheets, custom portals, partner systems and ERP applications
- Handle diverse file formats, data structures, and business rules through a combination of automated and
manual techniques
- Plan for replacing or retiring obsolete systems with Salesforce CRM
AddaxCRM Salesforce migration approach
Data migration is one of the most underestimated aspects of Salesforce CRM implementation projects. It can have a
tremendous impact on the overall cost and timelines as well as the post-deployment effectiveness of your Salesforce CRM
application. We at AddaxCRM, help you meticulously plan and prepare for every data quality issue pre and
post-deployment. So your CRM system can go live without any glitches or surprises.
Data Cleansing and Formatting
- Filter for duplicate, incomplete and inconsistent data records
prior to migration to ensure only quality data enters the new
system
- Split and merge values into fields to ensure the
destination fields required format is in the new database
Data mapping
- Map each and every field in the legacy application database to
its destination in Salesforce CRM database with entity
relationship diagrams
- Ensure validation and record ownership rules are met
for custom fields and Salesforce system/audit fields,
before beginning a Salesforce migration
Data importing
- Backup data and run small initial imports in a sandbox
environment for validation and course correction
- Ensure the expected reports, search functions and UI
requirements of Salesforce CRM are met by importing the
optimum number of tables
- Use automated import tools and scripts to expedite the process
and cut down on migration cost and time
Post-migration support
- Ensure that your brand new Salesforce CRM platform is
perfectly configured with data validations, to avoid future data
quality issues
- Make necessary adjustments for exceptions and errors post
Salesforce migration, to align with changes in business
workflows and processes