When a customer decides to move to a new platform, there is a need to migrate all the functional data from their legacy system.
Salesforce.com data migration has its own unique process, with its own set of complexities. Whatever the specific nature of any data migration, the ultimate aim is to improve corporate performance and deliver a competitive advantage.
Salesforce data migration is the very first thing you must do before go-live in order to bring all the existing data from your legacy system into the Salesforce Cloud without losing any of it.
Migration is a one-time activity; once the data is loaded into the Salesforce org, the migration task is complete. So it is very important to avoid any kind of mistake that could cascade into having to do the whole process again or even risk jeopardizing customers’ sensitive data.
Pre-data migration considerations
Data load considerations
Some additional rules for migration
CRM data transferring is a usual process nowadays, but also the one surrounded by some misconceptions. Some businesses, scared of the possible difficulties and problems, tend to avoid the procedure. Therefore, they forget that CRM migration is an important step to company growth and improvement. Accordingly, thorough preparation can decrease the chance of pitfalls and ensure further success. That is, Salesforce data migration can be your choice.
Take the advantages of Salesforce migration tool, as it is
A comprehensive set of practices, technologies, and policies were developed to ensure your 100% data safety.
Migrate your data to Salesforce faster using automatic mode, and avoid the manual work.
Migrate any custom fields/modules and other data easily from your current software to Salesforce.
Data2CRM maintain proper relations between the migrated data.
Easy to Use Import Wizard
A user-friendly and intuitive interface that is easy to deal with even for inexperienced users is offered. The few clicks in the Salesforce data loader wizard will do the job.
Detailed Data and Users Mapping
Effortlessly select the modules or/and users you want to migrate to Salesforce. This option allows you to have total control and overall vision of your data over the CRM import.
Try out Salesforce data loader by running the Demo import. During this process, the limited amount of your data will be migrated to Salesforce CRM swiftly. So, you will be able to check out the Salesforce migration tool in action and your data in the new CRM.
High Free Package
This option allows you to import large bulk of data to Salesforce CRM from files absolutely free (without relations between modules), in case, if you want to create connections manually. Such a process can take up to few hours