Migrations

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.

Data Migrations

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.

• Redtail
• Junxure
• Tamarac CRM
• Microsoft Dynamics
• Sage
• ProTracker
• Grendel
• Saleslogix
• SmartOffice
• Zoho
• GoldMine

• ACT!
• AppCrown
• Business Contact Manager (BCM)
• Bill Good Marketing (Gorilla)
• FileMaker
• Salentica
• Concenter XLR8
• SugarCRM
• Advyzon
• Advent Portfolio Exchange (APX)
• Interactive Advisory Software (IAS)

Merging Salesforce CRMs

Consolidate multiple lines of business into a single CRM
Salesforce Org Migrations often come about as a result of a M&A activity (Mergers and Acquisitions), or when a company is simply looking to have better synergy across multiple business units. There are many benefits to having a single Salesforce instance versus multiple – from centralized user administration and a common master database available to sales and marketing for up-sell and cross-sell opportunities, to a single connection point for your integrations and third-party apps, and the ability to roll up data to a shared set of dashboards for management.

The reality is that Salesforce Org Migrations are very complex initiatives. The good news is, unlike other data migrations, the databases being merged share the same architecture. However, due to the vast number of customizations that can be present in either Salesforce instance, merging the two databases requires a lot of planning and coordination to effectively combine business processes and workflows.

Our tenured team has seen these hurdles and challenges before. Let us guide you through the process to have a successful org migration.

Salesforce Lightning Migration

Unlock the power of Lightning
Another type of migration service we offer is transitioning your company to the Lightning Experience (LEX). Launched in August 2015, LEX is a contemporary way to interact with Salesforce and make your data more actionable. For those companies still on the 2015 version of Salesforce (i.e., the Classic interface), it’s time to make the jump to the Lightning Experience and bask in the new features and innovations being delivered by Salesforce each year.

Don’t know where to start? Don’t fret, we can help. We’ve developed a four-step process, highlighted in our free Lightning transition eBook, and at Dreamforce we’ve presented the costs and best practices you need to know when moving to LEX. We work with our clients to ensure the transition to Lightning is both well architected and executed. From design considerations, planning your rollout strategy, and tackling outdated AppExchange applications, to migrating your Attachments to Files, testing and upgrading legacy code, and training end users – we’ve got you covered.

We’ve been implementing Lightning for years and have completed over a hundred LEX projects. Let us bring our expertise and knowledge to your Lightning migration.