Your CRM is only as good as the data inside it. Data drives not only your company’s analytics, but also the workflows, decisions, and actions of your users. Migrating data is exacting and tedious work that is typically beyond the skills of most System Administrators.
Our proven data migration processes ensure you have access to your legacy data in your new CRM. We have experience migrating data from over 20 different databases, including other Salesforce instances, and are continually expanding our expertise.
Work with a dedicated team of data specialists
When you move to Salesforce, almost inevitably you’ll have to tackle the job of bringing over your historical customer, transactional, and company data. There are a couple of preliminary steps involved before you start doing imports into Salesforce.
First is to identify where all your customer and company information resides today. That could be in your email client, an accounting system, spreadsheets, internal databases, a data warehouse or data mart, your ERP, or a legacy CRM system. Next is to think about the information you have in these repositories and the value of that information if it resided in Salesforce. As you’ll hear us say, “Just because you can put it into Salesforce, doesn’t mean you should.”
Once you’ve identified the sources of your company data and determined what you’d like to migrate, our team of DBAs (database administrators) will do the heavy lifting of mapping fields and transposing the information to make it accessible in Salesforce for your users and for reporting.