Migration to Salesforce
Switching CRMs is mostly a data and change problem. We migrate your records and history, rebuild automation properly instead of copying old workarounds, and run old and new side by side until your team is confident.
What you get.
- All key records and history moved, validated and reconciled
- Old workarounds replaced by proper Salesforce automation
- Zero-downtime cut-over planned around your business calendar
- Users trained before day one, not after
What’s included.
Source system audit
What data you have, what is used, what is junk, and what must be kept for compliance.
Field mapping
Every object and field mapped, with transformation rules agreed in writing.
Trial migrations
At least two full rehearsals in a sandbox, with reconciliation reports.
Automation rebuild
Workflows, sequences and rules rebuilt in Flow, documented.
Cut-over plan
Freeze window, final delta load, sign-off checklist and rollback plan.
How we deliver it.
- 01
Audit
Inventory of data, automations and integrations.
- 02
Map
Target data model and field-by-field mapping.
- 03
Rehearse
Trial loads in a sandbox, reconciled.
- 04
Cut over
Final load, smoke tests, go-live.
- 05
Stabilise
Two weeks of hypercare.
Common questions.
Which systems can you migrate from?
HubSpot, Zoho CRM, Microsoft Dynamics, Pipedrive, Freshsales, Monday, Airtable, Google Sheets / AppSheet, Excel and custom databases. If it can export data or has an API, we can move it.
Do we lose email and activity history?
No. Emails, calls, notes, tasks and attachments are migrated and linked to the right records wherever the source system allows export.
Salesforce consulting & strategy
Roadmaps, org audits and solution architecture, so every Salesforce dollar goes somewhere useful.
Salesforce implementation
New to Salesforce or adding a cloud. Configured around your process and live in weeks, not quarters.
Integration & MuleSoft
Connect Salesforce to ERPs, EHRs, payments, marketing tools and your own apps, reliably.
Let’s make Salesforce work for you.
Book a free 30-minute consultation. We’ll look at where you are, where you want to be, and give you an honest view of the fastest way there.