Keep Legacy Data Accessible as You Evolve

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. Data migration from legacy systems to Salesforce — or as part of a Salesforce org-to-org migration in connection with M&A activity — is exacting and tedious work that is often beyond the skills of in-house system administrators. ShellBlack draws upon a proven migration process and decades of FinServ experience to take on this critical task, freeing up your team to do what they do best.



Preserve and import your legacy data

Our proven data migration processes ensure you have access to your legacy data in your new CRM. We have experience migrating data from over 50 different databases, and are continually expanding our expertise.

ShellBlack migration process

ShellBlack is well-versed in the migration of these and other wealth management platforms:

  • Redtail
  • Wealthbox
  • AdvisorEngine (formerly Junxure)
  • Envestnet/Tamarac
  • Salesforce Financial Services Cloud
  • Salesforce Sales Cloud
  • SmartOffice by Ebix
  • Microsoft Cloud for Financial Services
  • Advisors Assistant
  • Skience
  • Microsoft Dynamics
  • Sage
  • ProTracker
  • Grendel
  • ACT!
  • AppCrown
  • Business Contact Manager (BCM)
  • Bill Good Gorilla Marketing
  • Practifi
  • Salentica
  • Concenter XLR8
  • SugarCRM
  • Advyzon
  • Advent Portfolio Exchange (APX)
  • Interactive Advisory Software (IAS)
  • SalesLogix
  • Zoho
  • GoldMine

Change Management and Training

Once your Salesforce data migration is complete, there’s still work to be done to get advisors up to speed on the newly enhanced platform. ShellBlack’s proven change-management expertise and certified Salesforce instructors can transform this often-overlooked component of CRM consolidation into a powerful driver of employee satisfaction while fueling positive, profitable client outcomes.



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. Before we import any information into Salesforce, we’ll task you with two preliminary steps:

  1. Identify where 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.
  2. Weigh the value of this information in terms of its relevance once imported into 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 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.

“We partnered with ShellBlack to perform the data migration from a Sales Cloud org to our Financial Services Cloud org. Their trusted methodology and attention to detail are second to none. Having performed many data migrations, they made the transition run smoothly!”

— Salesforce AppExchange Review



Streamline complex migrations to set stakeholders up for success

There are a few common types of M&A transactions (mergers and acquisitions) — tuck-ins, full-fledged office acquisitions (or bolt-ons), or a merger of equals — and each one impacts data complexity and CRM requirements in its own way. Whatever specifics your migration may require, the CRM specialists at ShellBlack can help you tap into Salesforce insights and automations that drive satisfaction and differentiate your firm in scalable, cost-effective ways.

A Barron’s top 50 RIA firm showed a 50% reduction in average time to complete a full CRM migration by partnering with ShellBlack for their M&A activity.
Migration statistics graphic


Org Merge or CRM Consolidation

Consolidate multiple business entities into a single Salesforce CRM

Due to the vast number of customizations that may exist in either CRM, a Salesforce org-to-org migration requires a lot of planning and coordination to effectively combine business processes and workflows. There are many benefits to having a single Salesforce instance versus multiple iterations, including:

  • Centralized user administration
  • A common master database available to sales and marketing for up-sell and cross-sell opportunities
  • A single connection point for integrations and third-party apps
  • The ability to roll up data to a shared set of dashboards for management

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

Contact Us to Learn More

Data is the lifeblood of your CRM – it drives your processes, analytics, and user behavior. Make your customer information actionable! Let our Salesforce data migration specialists preserve, migrate, and surface your data.