Third-Party to Salesforce Migration
Many businesses start with third-party CRM platforms that meet their initial needs. But as operations grow, limitations in scalability, customization, and integration often begin to surface, slowing down teams and impacting overall performance. Migrating to Salesforce opens the door to a more powerful, flexible CRM solution that can evolve with your business. With advanced features, enterprise-grade security, and rich automation capabilities, Salesforce is built to support long-term growth.
At Achieva, we help organizations move from legacy or third-party CRM systems to Salesforce with ease and confidence. Our experts ensure a smooth transition by carefully mapping your data, preserving important workflows, and minimizing business disruptions. Whether you’re moving from a homegrown solution or a commercial CRM, we tailor the migration to fit your goals. Our certified experts ensure accuracy, security, and performance at every step. Partner with us to seamlessly migrate from any third-party platform to the #1 CRM platform and future-proof your business.
Migrate with confidence backed by our proven strategy and end-to-end support
We start by analyzing your current CRM system and understanding your business goals. Our consultants define the migration scope and design a strategy that aligns with your workflows and data structures.
Before migration, we clean and standardize your data to ensure accuracy and consistency. This includes removing duplicates, fixing formatting issues, and preparing your records for a smooth transfer.
We carefully map fields, objects, and relationships from your source CRM to Salesforce. Our goal is to preserve data integrity and ensure your workflows function seamlessly post-migration.
Using proven ETL tools and frameworks, we move your data securely to Salesforce. Whether the source is legacy software or a modern CRM, we ensure minimal risk and business disruption.
Post-migration, our QA team validates all records to confirm completeness and accuracy. We identify and resolve any discrepancies to ensure your data is ready for immediate use in Salesforce.
We apply strict integrity checks throughout the migration process. Your sensitive business data is protected with robust security protocols and verified before enabling full access.
After go-live, we provide expert support to help your team adapt to the new system. From troubleshooting to feature guidance, we ensure your Salesforce environment performs at its best.
We begin with a deep dive into your current CRM system. Our team evaluates its structure, workflows, and data to identify gaps and define your migration goals clearly.
We perform a thorough audit of your data to assess its health. Duplicates, outdated records, and irrelevant entries are removed to ensure only clean, usable data is migrated.
We create a tailored migration roadmap, outlining timelines, responsibilities, and crucial phases. Depending on complexity, we recommend either a phased or full-scale migration.
We set up and configure your Salesforce instance with required objects, fields, automation, and integrations, making sure that it’s fully aligned with your business processes.
Our experts manage the migration process end-to-end. All critical data is transferred securely and accurately, with continuous monitoring to address any issues immediately.
Migrating to Salesforce brings all your customer data into one platform. This unified view enhances decision-making and allows for more targeted engagement.
Salesforce automation replaces manual tasks with streamlined processes, speeding up sales, improving accuracy, and freeing up teams to focus on high-value initiatives.
With centralized data access, your marketing, sales, and service teams can collaborate better. Everyone stays aligned, improving response times and customer satisfaction.
Leading U.S. Health Insurer Transforms Sales & Claims Management with Tailored Salesforce Implementation
Japanese Manufacturer Accelerates Sales Cycle with Salesforce Sales Cloud and CPQ
Leading P&C Insurer Improves Agent Productivity with Salesforce Financial Service Cloud
Achieva is a well-organized company with remarkably capable individuals and a highly experienced Salesforce team. Their understanding of the industry domain and our specific requirements is commendable. Communication has been excellent from the beginning to execution, with updates shared via Salesforce Cases, email, and WhatsApp for urgent matters.
Achieva has a great pool of qualified team members who bring a lot to the table with their out-of-the-box approach and creative solutions. Projects are delivered on time, and the solutions delivered are well aligned with our business needs. The team has provided unparalleled support even after going live. Their responsiveness and enthusiasm toward our ongoing needs truly set them apart.
We partnered with Achieva to help us continue to add functionality and enhance Salesforce as our Agency Management tool. The team excelled at finding solutions to the unique situations we asked them to figure out. Thanks to Achieva, we have been able to deliver multiple value-added enhancements to our Marketing team. The team continues to help with these efforts and has been a valuable part with their knowledge and ability to help with such initiatives.
Honestly, I can’t recommend Achieva enough. A team of highly versatile Salesforce experts who always keep you up to date with any changes/feedback. One thing I truly appreciate: if you're trying to deploy a new structure within your business and you're not sure how it'll work from a system level, Achieva always finds a way to make it work and tailor the design/build to the finest details. 10/10 for their innovative approach.
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 securely migrate your data to Salesforce, 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. However, for a completely seamless migration, it is recommended to hire a Salesforce migration consultant.
A sound Salesforce data migration strategy ensures smooth, secure, and hassle-free migration. You can validate the process and data integrity at each stage and identify potential risks at an early stage and remediate to onboard a fully functional Salesforce instance.
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.
Explore New Possibilities with Salesforce.
We are Salesforce Gold Consulting Partners,
taking care of all your Salesforce needs and concerns.
Feel free to call us at +1 609 632 0350 or write
to us at info@achieva.ai