Salesforce Data Migration Services

AddaxCRM helps you migrate from any legacy setup to the state-of-the-art Salesforce CRM platform without any hassles

Salesforce Migration services

If your startup business is outgrowing spreadsheets or if your existing CRM system is not aligned with your business processes, migrating to Salesforce CRM can bring about a drastic performance improvement. However, Salesforce CRM deployment is a complex exercise with numerous pitfalls and migration of legacy data is an important and inevitable part of it. AddaxCRM helps in Salesforce migration from any type of legacy systems, 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 an opportunities as well as custom objects as per niche business requirements
  • Plan for process improvements and reporting improvements provided by Salesforce CRM

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

Salesforce version or instance migration

  • Get the best out of your Salesforce CRM by migrating to the latest version with Lightning experience.
  • Handle changes in UI, upgrade Appexchange apps and optimize custom code for smooth version transition
  • Merge multiple instances across your organization into one, for centralized database and user administration as well as more powerful reporting and analytics

What makes AddaxCRM Unique ?

Exclusive Certified resources

Exclusive Salesforce CRM certified resources for all CRM project implementations

Extensive Industry experience

Domain experts to ensure business objectives are clearly defined and met

Impeccable Program Management

Proficient managers to ensure timely turnarounds and manage project risks

Post Deployment Support

Handholding and Change management to boost CRM solution adoption in your enterprise

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 format is as r equired in the destination fields in the new database

Data mapping

  • Map each and every field in the legacy application database to its destination in the Salesforce CRM database with Entity relationship diagrams
  • Ensure validation rules and record ownership rules for custom fields and Salesforce system/audit fields are met before beginning 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
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