Salesforce migration services
We move your data, workflows, applications, and configurations from any CRM to Salesforce using a proven process.
Let’s talk howWe move your data, workflows, applications, and configurations from any CRM to Salesforce using a proven process.
Let’s talk howOur Clients
Shifting to the Salesforce CRM may seem risky when the path to migration is not clear. Therefore, we’ve built a structured process to transfer your data from legacy systems, other CRMs, and spreadsheets to the Salesforce platform with safety and accuracy. Our Salesforce migration consultants use a tested framework with defined checkpoints and maintain continuous validation at every stage. Our Salesforce data migration services are designed to ensure:
We cover the end-to-end lifecycle, from discovery to support, with clear scope and measurable outcomes.
We help you move data, processes, and applications from any external system into Salesforce. Whether it is a legacy database, ERP, or a custom-built platform, our Salesforce migration consultants design a path that fulfills your business requirements and avoids complexity.
Upgrade effortlessly with our Salesforce Lightning migration services. We help re-create workflows, customize Lightning pages, and optimize features. Our process ensures usability, improves performance, and helps you fully adopt Salesforce’s advanced capabilities easily.
We provide structured migrations from all mainstream CRMs, from HubSpot to Salesforce, Pipedrive to Salesforce, and Zendesk to Salesforce. Our CRM migration services include transferring data, rebuilding automations, and configuring Salesforce modules so that your existing CRM functionality continues without disrupting your operations.
50+
Successful Salesforce projects
25+
Certified Salesforce developers
10+
Valuable clients for Salesforce
10+
Years of domain experience
8+
Countries served
Start your Salesforce migration with a Salesforce-certified partner.
Let’s discuss your requirements
We simplify the entire migration journey with a structured and proven approach. Our team manages the complexity, so your transition stays smooth.
High-quality data is required for the best results. Therefore, we focus on preparing, validating, and structuring information so it delivers real value.
We design migrations to keep systems available and teams productive. All the transition plans are built to minimize disruption at every stage.
Migration creates an opportunity to fine-tune how your teams use Salesforce. Therefore, we ensure configurations and workflows support faster execution.
Every business has unique processes and requirements. Therefore, our Salesforce migration services are flexible and designed to fit your specific goals.
Our Salesforce data migration is designed to deliver clean, mapped, validated data and configure custom views that increase user adoption. Each stage focuses on accuracy, alignment, and scalability so that you can get a platform that supports your growth and future requirements.
We understand where you are today and design a Salesforce migration plan that makes the move clear, manageable, and valuable for your business.
Let’s talk
Industry
Healthcare
Technologies
Salesforce Sales Cloud, Salesforce Lightning Experience, Visualforce
Challenges
Business impact
Industry
Printing
Technologies
Salesforce B2B Experience Cloud, Lightning Web Component, Lightning Web Runtime, SSIS, Visualforce Page, SAP
Challenges
Business impact
Industry
Manufacturing
Technologies
Salesforce, Salesforce FSL, APEX, SAP, Salesforce Sales Cloud
Challenges
Business benefits
Industry
Manufacturing
Technology
Salesforce Field Service
Challenges
Business impact
Client
A leading medical device manufacturing company
21 years of technology consulting and data solutions experience
10 years of Salesforce domain experience
Successful CRM migrations, including HubSpot, Dynamics 365, NetSuite, Pipedrive, and Zendesk
Classic to Lightning projects delivered with full workflow and layout redesign
Millions of records validated and transferred with structured field mapping
Salesforce data migration is the process of moving data from existing systems like CRMs, ERPs, or spreadsheets into Salesforce. It is important because clean, structured, and reliable data is the foundation for using Salesforce effectively for sales, customer service, and reporting.
Not just CRMs. We also migrate data from ERPs, legacy databases, custom-built platforms, and spreadsheets. Any system that holds critical business information can be moved to Salesforce with the right mapping and planning. Talk to our consultant to learn the process.
The biggest challenges are data quality issues, mismatched fields between systems, and preserving business rules. Without planning, these can slow down adoption. Therefore, mapping, cleansing, and validation are important parts of the process.
We use field mapping, cleansing rules, and validation checks at each stage. Every record is checked against business requirements to make sure that it is transferred accurately and works correctly inside Salesforce.
No. We plan migrations around your schedules and use staging environments to test everything before going live. Your teams can continue working without interruption.
Yes. AI and automation tools can speed up mapping, highlight duplicate records, and improve accuracy. Therefore, we use AI to automate and process data faster, followed by a human-led check system.
Migration is a one-time transfer of data from another system into Salesforce. Integration connects Salesforce with other systems so data continues to flow back and forth in real time.
Some common tools that we use are Salesforce Data Loader, Data Import Wizard, and third-party ETL tools like Informatica, MuleSoft, and Jitterbit. The right tool depends on the volume, complexity, and source of your data.
Costs vary depending on data volume, number of source systems, complexity of automations, and customization needs.
Move your data to Salesforce with a certified team
We’ll ensure your migration is smooth, accurate, and aligned with your business needs.
