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Salesforce® data migration services

Professional data migration to Salesforce® CRM. Our experienced and certified salesforce consultants and developers leverage advanced tools and cutting-edge technologies to make the data migration process smooth and flawless.

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Maximize value of data migration with the right Salesforce Partner

Data migration is the process of data transferring from one system to another. Whether you decide to move to Salesforce CRM from any other CRM system, or from one Salesforce instance to another one, you should be aware that Salesforce data migration is crucial for the successful implementation. It capitalizes on your previous investments and experience, serves as a basis for the digital transformation of your business.

Data-migration process complexity varies significantly depending on the size, format, and quality of the source data. So it is recommended to perform data-audit with an experienced technical consultant before data-migration planning to ensure your business continuity, user adoption, and whole CRM implementation project success.

Our team of experts in Salesforce Migration Services possesses a strong command over a diverse range of tools and methodologies employed in data migration. Employing top-notch practices in Salesforce Migration, we mitigate potential risks, uphold data integrity by eradicating errors, and guarantee a seamless migration process, ultimately leading to a successful outcome.

How do we work?

Review existing data

We support you in defining the scope of the migration project based on your business needs, e.g. consider what data to migrate, which data sources to use, data transformations needed, data quality enhancements (e.g. duplicates removal) as well as customizations you may need in the new system
Data cleaning

Deduplication, standardization, and transformation of the data guarantee that the new system will not inherit data-related issues you have in your current system. High data quality is the key requirement for customer interactions, quality of services, and the whole business efficiency. It also ensures that business analytics will provide you with accurate information for decision-making. Usage of fuzzy-matching in addition to efficiently organized expert matching and consequent intelligent field merge allows you to have duplicates removed without losing important information
Perform object and fields mapping

At this stage we prepare a master document, listing all data tables and fields which are to be moved from the legacy system and mapped with corresponding Salesforce objects and fields. Standard Salesforce objects and fields usage is highly recommended where applicable. All custom objects and fields to be configured in the new CRM system are identified at this stage. Our recommendation is to always maintain legacy system ID as a custom field to ensure back-tracking and empower you with all historical information you need in your new CRM as well as streamline the data-migration process
Execution

We move prepared data to the new system as smooth and seamless as possible, so your business processes are not stalled and operations keep running. A detailed migration plan is prepared listing all stages, responsible persons, inputs, and outcomes. Every step is documented and double-checked with appropriate quality assurance procedures. We utilize high-productivity ETL tools and know-how scripts for high-efficiency metadata and data processing as well as the most recent best practices to perform data migration in the shortest possible time. Actual execution takes usually not more than 1 business day or can be conducted during the weekend so that your team has no downtime. In case of very complex data migration, we utilize a multi-step process that includes primary data migration and 1 or more delta-migration steps
Quality Assurance

We conduct multiple QA tests to identify any problems before starting production data migration: we elicit inconsistent or incomplete data and identify data-mapping, transformation issues, or data-quality issues. We ensure that every step of the data migration is done correctly, set of reports and data quality check procedures are documented and approved with the customer before production migration and checked during test data migration. This step helps the implementation team provide customers with look&feel of their new CRM system before production starts and allows them to eliminate the majority of issues before going live. Test data migration is usually done using Salesforce Full or Partial sandboxes
Delta Migration

We also move data that were created or changed after the initial migration. On the launch day, you do not have to deal with system downtime

We have available resources to start working on your project within 5 business days

1 UX Designer

1 Admin

2 QA engineers

1 Consultant

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Your project experience with JET BI

We use an agile and comprehensive approach to deliver tailor-made solutions that cover your business needs

Project Initiation

Discovery

UX/Solution Design

Development

Acceptance Testing

GO-live

Warranty & Support

We define the project's objectives, scope, purpose, and deliverables to be produced

We dive into your requirements and business challenges to create a solution that meets your business needs

In-house UI\UX team creates a user-friendly and engaging design aligned with your customers' journey

We create a tailored solution using 15+ years of experience and the world's best practices

We conduct thorough end-to-end testing of the software with every business process from every function of the company

The transfer to the productive environment is initiated according to the cut-over plan and the data migration concept

We support our customers while the go-live phase. The preliminary ramp-up support turns then into the regular hotline support

QA is an inherent part of your project management approach. The well-defined testing procedure guarantees the best quality of the final solution

Industry expertise

Retail
Manufacturing
Fashion
Healthcare & Pharmaceuticals
Financial Services
High Tech
Professional Services
Nonprofits

Quick ramp-up

Hire certified developers and consultants in a quick and easy way. We can start working on your project in 2 days including contract signing.

Transparent processes

We use the highest corporate security standards including infrastructure, background checks, information security, and intellectual property handling. We also sign NDAs.

Focus on Business Value

Every project is coached by one of the co-founders, technical and business expert with deep expertise in systems integration.

Enterprise-level expertise

We work both with numerous solutions by SAP and offer solutions of integration with Salesforce® platform.

Pre-built packages and accelerators

Over 14 pre-built packages or products on top of the Salesforce platform which you can utilize and customize to streamline your implementation. Get even more value from your Salesforce implementation.

5 reasons to work
with JET BI

Our key services proposal is based on Salesforce and SAP platforms. We know the features of each of these ecosystems and can offer you the most optimal solution, taking into account your business needs, priorities, timeline and budget constraints.

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