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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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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. 
 

Our team of experts in Salesforce Migration Services possesses a strong command over a diverse range of tools and methodologies employed in data migration. Using 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.

Our Salesforce Data Migration Steps:

  • Review existing data

    Review existing data

    Our Salesforce data migration consultants 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. In the context of Salesforce data migration planning, our consultants guide you through the critical decisions involved in the customization of the new system. 

  • Data cleaning

    Data cleaning

    Deduplication, standardization, and transformation of the data are crucial steps in ensuring the success of the data migration process in Salesforce. 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

    Perform object and fields mapping

    At this stage of planning process for Salesforce CRM Migration, 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

    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

    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

    Delta Migration

    In our Salesforce data migration services we also include moving data that were created or changed after the initial migration. On the launch day, you do not have to deal with system downtime. This careful planning guarantees a fluid transition, enabling you to access and maximize the capabilities of your upgraded Salesforce platform without any interruptions to your crucial business operations.

 

Benefits of Salesforce data migartion services:

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    Enhanced Data Quality

    Through data migration, organizations have the opportunity to refine, standardize, and enrich their data, resulting in heightened data quality.

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    Seamless Integration

    Salesforce data migration streamlines the integration process with both internal Salesforce products and external third-party applications.

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    Scalability and Flexibility

    The process of Salesforce data migration supports the scalability and adaptability required to meet the growing demands of a business.

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    Security and Compliance

    Salesforce provides robust security features, and data migration allows organizations to align with Salesforce's security standards.

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    Streamlined Business Processes

    Salesforce data migration allows for the alignment of business processes with the platform's capabilities, streamlining workflows and increasing operational efficiency.

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

1 UX Designer

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1 Admin

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2 QA engineers

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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

Project Initiation

Discovery

Discovery

UX/Solution Design

UX/Solution Design

Development

Development

Acceptance Testing

Acceptance Testing

GO-live

GO-live

Warranty & Support

Warranty & Support

QA

QA

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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

  • 1Retail
  • 3Manufacturing
  • 5Fashion
  • 7Healthcare & Pharmaceuticals
  • 2Financial Services
  • 4High Tech
  • 6Real Estate
  • 8Nonprofits

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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Steps following request submission

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After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible

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We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.

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Once all preparations are in place, we will initiate the project and move forward with the planned tasks

What our clients say about JET BI expertise

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