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SALESFORCE DATA

MIGRATION SERVICES

Moving your legacy CRM setup to the #1 CRM - Salesforce might seem arduous, but it has its advantages. As the #1 cloud-based CRM, Salesforce is known for its innovative, scalable, and lightning-fast features.
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      Industries we serve

      Salesforce Development Company

      Hexaview is a trusted Salesforce partner and one of the fastest-growing Salesforce development company helping ambitious start-ups to Fortune 500 companies get the best out of the world’s #1 CRM platform. Salesforce provides businesses the tools they need to make their processes streamlined within a single, secure platform that is extremely customizable scalable, and easy to set up. We, at Hexaview, ensure your Salesforce implementation meets all your business & customers’ requirements and drives results.

      Migrate your Data Safely and Easily

      Moving your business data from any CRM or system to Salesforce CRM is a complex activity requiring the right technical tools, knowledge, and approach. Moreover, migrating data from one system to another is costly and an error-prone mission, short of easy workarounds.

      Salesforce data migration has intricacies, and our team is experienced in handling extremely complex data. We understand that each business case is unique, and we plan each step keeping the scope of work in mind.

      Our Salesforce Data Migration Services

      Migration from another CRM
      Every CRM uses distinct data formats; therefore, reformatting and mapping the current data to match the Salesforce data migration requirements takes time, effort, and planning.
      Salesforce to Salesforce Data Migration
      Our Salesforce migration services help you migrate from the legacy Salesforce or any other to Salesforce Org, ensuring zero data entry errors and minimal risks.
      Synchronizing Data with Salesforce
      Hexaview's Salesforce team can help you build a one-sided or bi-directional synchronization architecture with your ERP or any third-party application and Salesforce platform.

      Let’s Discuss your Project

      Talk To Our Expert

      Are you switching to a new Salesforce CRM with tons of data?

      Data migration can be a difficult task if not planned or performed correctly. But not to worry, our data experts can help you with the perfect Salesforce migration.

      We at Hexaview have a team of Salesforce CRM experts and data engineers who can support you with the entire data migration process in Salesforce, ensuring continuity of business operations with zero disruptions and providing consulting to solve any issues you may face.

      Our most popular Legacy to Salesforce CRM Migration services include:

      • NetSuite to Salesforce Migration
      • RedTail to Salesforce
      • Microsoft Dynamics CRM to Salesforce Migration
      • Sugar to Salesforce Migration
      • Zoho to Salesforce Migration
      Salesforce configuration services

      Our Data Migration Process

      We use the most effective Extraction, Transformation, and Loading (ETL) tools to make the data migration process in Salesforce more manageable and simplified.
      Our Salesforce data migration process includes:

      Planning

      Data migration is a complex process, and it starts with analyzing existing data assets and sources of data and carefully designing a migration plan.

      Data Auditing & Deduplication

      This stage is for examining and cleansing the data to be migrated. It aims to detect possible conflicts, identify data quality issues, and eliminate data redundancy before the migration.

      Field and Relationship Mapping

      All objects, records, and information are correctly mapped across sources to relevant fields.

      Data Backup

      To add an extra layer of protection in the event of unexpected migration failures, we create a backup of the content intended to move.

      Execution

      This is when migration — or data extraction, transformation, and loading — happens. We choose the migration method based on the data volume and complexity.

      Post-Migration Audit

      Before launching migrated data in production, our data experts validate the results with key business users. We ensure that information has been correctly transported and logged in this stage.

      Data Integrity

      Data integrity, accuracy, and consistency are a top priority during the migration process.

      Data Security

      Being ISO 27001 certified, our team carries out the process of complying with international data security standards.

      Why Hexaview?

      With Hexaview, you can access Salesforce experts who have experience working with huge clientele from different industries on modern tools & technologies.

      Hexaview team

      Having served the technological needs of the Finance, IT, Retail, eCommerce, CRM, and many more industries for over a decade, we fully understand the complexity of the Salesforce migration and the limitations imposed by your source and destination CRM.

      We will gladly help you assess the complexity of your data and take care of all the unique data migration challenges you might face along your Salesforce implementation journey.

      Ready to discuss your Salesforce Data Migration needs?

      Book your free consultation here

      Organizations that trust our Salesforce Services
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