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 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
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.
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.
Salesforce Migration Stages
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

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

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

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































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 casesFAQ
What is data migration in Salesforce?
How do I transfer data to Salesforce?
How do I migrate a user in Salesforce?
What is an Ant migration tool Salesforce?
How do I transfer data from Oracle to Salesforce?
What is Salesforce Data Loader?
How do I load data in Salesforce with Import Wizard?
When would you use a Data Loader?
- Complex imports of data
- Load up to 5,000,000 records
What is an Import Wizard in Salesforce?
our experts?
