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.
Our Certificates
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 cases
Custom CRM Development for Healthcare Company
CRM Case Studies Healthcare Integration
Case study on the development of a custom CRM for the healthcare industry with customized business process system configuration and flow management.
Case study on the development of a custom CRM for the healthcare industry with customized busine ...
USA, Los Angeles
6
Staffing Software Development: Custom Web Portal
Salesforce Salesforce Business Analysis Salesforce Consulting Salesforce Customization Salesforce Implementation Salesforce Integration Staffing & Recruiting
The recruiting agency needed centralized and customizable software for the staffing industry for tracking workflow processes with the user management system.
The recruiting agency needed centralized and customizable software for the staffing industry for ...
USA, Texas
3
Custom E-learning Development for Healthcare Company
Custom e-learning development, an internal Enterprise LMS platform, which enables online access for registered users to the knowledge library and training with easy-to-use CMS and users’ activity tracking.
Custom e-learning development, an internal Enterprise LMS platform, which enables online access ...
USA
6
Salesforce App Development For GDPR and CCPA Compliance
Integration Salesforce Salesforce Business Analysis Salesforce Cloud Migration Salesforce Consulting Salesforce Managed Services Technology
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and other data protection laws.
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and ot ...
USA
4
Service Cloud and Pardot Implementation For Educational Company
Education Salesforce Salesforce Business Analysis Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Salesforce Managed Services
Moncel has been a leading provider of online training in the hospitality and food services industry since 2012.
Moncel has been a leading provider of online training in the hospitality and food services indus ...
Canada, Australia
2
Salesforce IoT Integration Case Study
ERP Integration Internet of Things Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Customization Salesforce Implementation Salesforce Integration Technology
Establishment of a centralized system for managing, monitoring and servicing Wi-Fi locks for a hotel chain in the United States.
Establishment of a centralized system for managing, monitoring and servicing Wi-Fi locks for a h ...
USA
3
Service Cloud Implementation for Publishing Company
Publishing Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their works online and crafting those books in formats that support all e-readers.
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their ...
USA
5
Sales Cloud Implementation for Air Cargo Company
Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Transportation
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping clients to find peace of mind by taking care of travel planning and being available for 24/7 consulting.
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping ...
UAE
3
Salesforce Nonprofit Implementation For Education Company
Education Non profit Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation
The Academy for Teachers connects educators to improve their professional skills, share knowledge and pass on experience.
The Academy for Teachers connects educators to improve their professional skills, share knowledg ...
New York
1
Sales Cloud Implementation For Technology Company
Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Technology
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides high-quality consulting services to open new opportunities.
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides ...
Riyadh, Saudi Arabia
2
Sales Cloud Implementation For Mortgage Company
CRM Case Studies Financial Services Mortgage Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilitate this process by saving clients’ time and effort while closing real estate deals.
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilita ...
Florida, USA
1
Sales Cloud Implementation For Marketing Company
CRM Case Studies Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Technology
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the sponsorship sphere, taking into account all of its peculiarities.
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the ...
Riyadh, Saudi Arabia
1
CRM Implementation for Real Estate Company
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in central London, acting for all types of occupiers seeking office space in London.
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in centra ...
United Kingdom, London
1
CRM Implementation For Farming Startup
Infarm is an urban farming services company that develops farming tech for grocery stores, restaurants, and local distribution centers. The company provides urban communities with fresh, nutritious products.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
Germany, Berlin
2
CRM And Inventory Solution For Automotive Industry
Automotive CRM Case Studies ERP
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT & Alfa Romeo dealer with dealerships across the Rio Grande Valley.
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT ...
USA, Weslaco
5
FAQ
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?
