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We ensure that during your data migration, the data stays intact and secured. The migration process will be finished without any interruptions to your business.

Our Salesforce
Data Migration Services

Migration from another CRM

Migration from another CRM

Migration from the alternative CRM might be a challenging process, as different CRM use different data formats. Reformatting and mapping them to match the Salesforce data migration requirements takes time, effort, and planning. We have the experience to migrate from HubSpot, Zoho, Freshsales, amoCRM, Pipedrive, SAP, Netsuite, OnContact, Oracle, Microsoft Dynamics, Infusionsoft and others.

Migration from another Salesforce Org

Migration from another Salesforce Org

We migrate all your data from the Salesforce legacy or any other external one to the new Salesforce Org. We ensure that imported objects have a particular order to maintain record relationships.

Synchonize data between CRM

Synchronize data with Salesforce

Synchronizing different data sources might require a dedicated integration server or the implementation of the Mulesoft integration. The synchronization can be one-sided or two-sided, the latter of which is much more complicated in terms of compiling and organizing the data.

Our Certificates

Salesforce Certified Administrator
Salesforce Certified Community Cloud Consultant
Salesforce Certified Field Service Lightning Consultant
Salesforce Certified Marketing Cloud Consultant
Salesforce Certified Marketing Cloud Email Specialist
Salesforce Certified Nonprofit Cloud Consultant
Salesforce Certified Pardot Specialist
Salesforce Certified Platform App Builder
Salesforce Certified Platform Developer
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Heroku Architecture Designer

Salesforce Migration Stages

Data analysis

Data analysis

We conduct interviews to learn the requirements for Salesforce migration. Then we create a plan and a detailed report to provide a vision of all aspects regarding the migration.

Identify which data you want to migrate

Identify which data you want to migrate

We help move from one CRM system to Salesforce and make sure all your data will be migrated flawlessly.

Prepare data for migration

Prepare data for migration

We properly format the data and check its quality prior to transferring it.

Migrate the data

Migrate the data

The migration process can be time-consuming, so we prepare for it thoroughly. To avoid any interference with the functioning of the business, we conduct the migration during off-days and after working hours to avoid any risks and inconvenience related to the process. We also aim at predicting all the possible scenarios during migration and minimize potential risks.

Validate the data

Validate the data

Our QA engineers validate data and check whether all the information has been transferred properly.

User Adoption

User Adoption

We conduct user training for the users to promote the comfortable adoption of the features and benefits provided by the Salesforce solution.

Our Clients

hub
infarm
transcend
exact data
ida
rec
payne
rxmarketing
saas management
london work space
safari reviews
alesco logotype white

Benefits of Salesforce Migration
by Ergonized

Every migration is different and requires time to be planned so all the essentials are covered and issues are prevented.

  • We develop a detailed migration plan and minimize potential risks.
  • The migration process is conducted by certified Salesforce engineers with vast experience in data migration.
  • Our data QA engineers check data quality and validate data before and after the migration process.
  • We conduct user adoption training for employees.

What are the essential questions we ask in the beginning?

  • What format will the data be delivered in?
  • Who is the decision-maker for the migration process?
  • Are there security-related concerns or precautions to consider while working with the data?

Our Cases

All cases
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