We ensure that during your data migration, the data stays intact and secured. The migration process will be finished without any interruptions for 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. Reformating and mapping them to match the Salesforce data migration requirements takes time, effort, and planning. We have the experience in migration 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, of which later 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 in defining which data is essential for migration and which is not, and then we define the format of the data that needs migration.
Prepare data for migration
We properly format the data and check the quality of the data 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 the off-days and after the 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 that all the essentials are covered, and issues are prevented.
- We develop a detailed migration plan and minimize potential risks.
- The migration process does 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 at the start?
- What format will the data be delivered in?
- Who is decision-maker for the migration process?
- Are there security-related concerns or precautions for working with the data?
Our Cases
All cases
Payne Auto Group
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
SYNC Sponsorship
The single place to store all the client's data required to cope with the company's fast pace. Sponsorship sales management. Custom Lead and Sales cycle. Tracking all the activity related to customers.
The single place to store all the client's data required to cope with the company's fast pace. S ...
Riyadh, Saudi Arabia
1
QMI
QMI provides lead qualification process automation, allowing to have a single place for lead progress management toward the deal closure.
QMI provides lead qualification process automation, allowing to have a single place for lead pro ...
Florida, USA
1
Transcend
Transcend helps other companies to start a business in Saudi Arabia. The company provides all the business and technology services you need to succeed in Saudi Arabia.
Transcend helps other companies to start a business in Saudi Arabia. The company provides all th ...
Riyadh, Saudi Arabia
2
Academy for Teachers
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
Infarm
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 by distributing smart vertical farms throughout the city, directly where people live and eat.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
Germany, Berlin
2
The Workplace 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
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