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Mitigate Migration Risks With Our Third-Party to Salesforce Migration Solutions

When migrating to Salesforce from any other CRM, you would want your data and workflows to be seamlessly and securely carried over to the new platform. CRM migration is an arduous task that entails extensive planning and a thorough understanding of your future and existing systems. Improper data mapping can result in the loss of critical data and functionality.

And that’s where our Salesforce migration services can help. At Damco, we deliver a wide spectrum of solutions to help you simplify the process of moving business data from legacy or incompatible systems to Salesforce. Our certified Salesforce consultants employ cutting-edge extraction, transformation, and loading tools to make the migration process secure and risk-free. Our proven capabilities in various custom and automated migration approaches ensure a seamless CRM transition that minimizes disruption and eliminates errors.

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Our Salesforce Migration Offerings

 

Migration Planning

Our Salesforce migration consultants analyze the requirement, perform a feasibility check of data transfer, assess the data source and destination, create a roadmap, and build a robust plan to transfer the data. Based on specific business requirements, we select the right tool, method, and approach to move data from your current platform to Salesforce.

 

Data Standardization

Business functions always overflow with the data captured from disparate sources and substandard data can ruin the entire thing. We standardize and optimize the data to achieve the utmost consistency and accuracy. As a part of data standardization, we perform data cleansing and deduplication procedures to remove worthless records.

 

Data Mapping

Data migration to Salesforce is successful only when all objects, records, and information are correctly mapped. We appropriately map the data across sources to relevant fields. Our data migration solutions do not revolve around just field mapping but aim to support various business operations and data analytics with the transformed data.

 

Data Migration

We perform the legacy or Salesforce to Salesforce data migration and upgrade native products using the best ETL (Extract, Transform, Load) tools. By following an automated or custom Salesforce migration approach based on the data complexity and volume of the source data, our migration teams swiftly move data without impacting the existing workflows and processes.

 

Quality Assurance

We are adept in various testing tools and methodologies and carry out migration based on business requirements. Our testing professionals optimally use the developer console to validate the migrated records and test the deployed system by generating records using filter-based SOQL queries. Upon completion of the migration process, our QA teams evaluate the system through multiple tests to make sure that all the data is safely transferred in the correct formats.

 

Data Integrity

Our data migration adeptness includes proficiency in maintaining and protecting our customers’ data for consistency throughout the migration cycle. Through sound integrity checks and validations, we verify the migrated instance with byte-check for privacy and security, before enabling write permissions on the data in the new location.

 

Post-Migration Support

Our highly qualified Salesforce experts guide you through the post-migration process and assist you in maintaining your new CRM platform. We are also available round-the-clock to answer any queries related to the functionalities of Salesforce and resolve issues that may arise post deployment.

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Why Damco?

Salesforce Crest (Gold) Partner:

We Are a Crest (Gold) Consulting Partner of Salesforce with core competencies offering a broad array of services through a global delivery model.

We Understand Customer Relationship Management:

We have been delivering comprehensive, responsive on-premise and cloud CRM application support, managed services, and consulting for around 20 years. Our longstanding proficiency with the most popular commercial CRM software technologies translates well into the Salesforce landscape which includes consulting services and product customization portfolio spanned across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Pardot, Field Service Lightning, Einstein Analytics, and MuleSoft.

We understand Your Industry:

We have strong expertise in driving digital transition through Salesforce services across 15+ industries including Insurance, Financial Services including Fintech, Retail, Manufacturing, Real Estate, Non-Profit, Professional Services, Healthcare, Logistics, Education, Technology Services and more.

Our Services Are Proven and Trusted:

Our industry standards and deep expertise have earned us the trust and loyalty of more than 80 organizations globally exclusively within our Salesforce Practice. We have built a reputation as a trusted partner that helps customers maintain, secure, and expand stable systems through periods of organizational growth, course correction, or turbulence.

But We Are More Than Just Salesforce Experts:

We understand how CRM should fit into your enterprise-wide strategic roadmap, and our practice combines deep Salesforce expertise with extensive business and process acumen. Apart from resolving system issues and recommending solutions, we co-create accelerators to achieve business objectives in ways that Salesforce-only service firms cannot match.

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Success Stories

A Leading Medical Devices Manufacturer Transformed Its Marketing Campaigns To Improve Lead Generation and Conversion With Pardot Revamp

An Eminent Technology Consulting Firm Automated Its Billing Process, Improved Its Team’s Productivity & CX Through Salesforce-Powered Custom Solutions

An Eminent Finance Analytical Firm Improved Trust Factor from Its Customers and Reduced Costs with an Integrated Salesforce System

A Govt. Owned Investment Platform Achieved 360° View of Its Investors and Improved Team Productivity with Tailored Salesforce Solution

A Leading Logistics Technology Provider Achieved 40% Growth In Their Topline With Customized Salesforce CPQ Solution

P&C Automobile Insurer Simplifies Lead Management & Agent Onboarding Journey with Salesforce Sales Cloud & Lightning

A Leading Manufacturer Transformed Its Field Sales Operations Through Robust Integration of Its SAP System with Salesforce CRM

A Leading Manufacturer Transformed Its Order and Inventory Management Through ERP Integration with Salesforce

Largest Health Care Service Provider Migrates to Salesforce Lightning to Achieve 70% Improvement in Sales Team Productivity

Leading Promotion Products Supplier Transforms Customer Support Through Salesforce

Japanese Manufacturer Achieved Shorter Sales Cycle and Maximized Deal Size Through Implementation of Salesforce Sales Cloud and CPQ

A Leading Health Insurance Provider Improved Its Sales Revenue Through A Custom Salesforce Implementation

A Leading P&C Insurer Improves Its Agent Productivity By 40% By Implementing Salesforce Financial Service Cloud

A Renowned Financial Services Analytics Company Simplify Sales Process and Customer Satisfaction with Salesforce CRM Implementation

A Leading Auto Finance Company Improved Operational Efficiency and Customer Satisfaction With Salesforce Implementation

A Large Wealth Management Company Implements Salesforce to Improve Advisor Productivity & Client Satisfaction

A Leading Manufacturing Company Leverages Customized Salesforce® Solution to Improve Partner Operations Efficiency by 40%

Leading NBFC “Ambit Finvest” Redefines Its Field Sales and Loan Origination Operations With Custom Salesforce CRM Solution

A Prominent Healthcare Services Provider Maximizes Efficiency and Improves Customer Experience with Salesforce®

Frequently Asked Questions

Data migration to Salesforce can be performed using any of two approaches- custom or automated. You can choose to migrate your data manually if only a module or classic CRM is to be moved to the cloud but that requires comprehensive expertise. For swiftly migrating volumes of data using migration wizard, you can follow the automated approach that does not call for much technical expertise.

To migrate data to Cloud CRM securely and easily, you must identify the data to be migrated, choose the approach that best suits your requirements, prepare the destination org, map the fields, and validate the data. For a seamless migration to Salesforce , it is recommended to hire a Salesforce migration consultant.

A sound Salesforce data migration strategy ensures smooth, secure, and error-free migration. With strategic migration, you can validate the process and data integrity at each stage and identify potential risks at an early stage and remediate to acquire fully-functional instances.

The time taken to migrate data to Salesforce depends on a number of factors including the complexity of your data, customizations and integrations on your existing platform, and your business requirements. For a better estimate, please get in touch with our Salesforce experts today.