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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.
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.
At Hexaview, we cover all aspects of migrating from any CRM to Salesforce. Feel free to contact us for assistance with our Salesforce migration services, including tailored support and guidance to your specific requirements.
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.
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.
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.
At Hexaview, we have a proven track record of successfully migrating intricate data structures tailored to various industries. Our team of certified Salesforce experts utilizes deep domain knowledge to ensure that your migration is executed flawlessly, regardless of the complexity involved.
We provide extensive support throughout the entire migration process and beyond. Our commitment to client success includes thorough planning, execution, and ongoing assistance to address any challenges that may arise after the migration, ensuring a smooth transition to your new Salesforce environment.
Understanding that every business has distinct requirements, we develop customized migration strategies designed to align with your specific goals. Our approach ensures that your unique business processes are preserved and optimized during migration, enabling you to fully harness the capabilities of Salesforce.
We begin by conducting a thorough analysis of your existing data. This step involves assessing data quality, identifying inconsistencies, and understanding the specific requirements of your business to ensure smooth migration.
Our team develops a comprehensive migration plan that outlines the strategy for transferring your data. We create detailed mapping documents that align your current data structures with Salesforce's framework.
In this phase, we extract data from your existing systems using advanced tools and techniques. Our focus is on maintaining data integrity and minimizing disruption during the extraction process.
Once extracted, we transform the data to fit the Salesforce environment. This includes cleansing, enriching, and formatting the data to ensure compatibility and usability in the new system.
After the transformation, we load the data into Salesforce. Our team employs best practices to ensure that the loading process is efficient and that all data is accurately populated in the designated fields.
Finally, we conduct rigorous post-migration testing to validate the accuracy and completeness of the migrated data. This step ensures that everything functions as intended and meets your business requirements.
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Our Key features in Salesforce Data Migration
With Hexaview, you can access Salesforce experts who have experience working with huge clientele from different industries on modern tools & technologies.
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.
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