Different businesses have different approaches to dealing with daily operations. In this era of technology, businesses do have to find ways to track and manage their data but the majority of them still have complaints as they face problems in losing huge chunks of important data due to mishandling. Since Salesforce has grabbed the attention in the market more and more businesses are turning towards it. Salesforce has been addressing businesses’ needs for quite some years, helping them to jump from one platform to another. When businesses fail to manage their data properly it makes it difficult for them to get the right insights into the project or overall company performance. The right set of data enables the business to make the best decisions and Salesforce data migration is an important process to achieve the business goals.

Salesforce data migration consulting from our experts

As you may have tried migration yourself. And you are aware that salesforce data migration is a complex and multistep process that involves planning, selection, mapping, migration, quality assurance and data integrity in data migration. But hiring a right consultant to go ahead with your salesforce data migration can be best investment you will ever make in your CRM journey.

EdgyBiz is one of top CRM consulting companies in Davie, Florida. We are specialized in Salesforce and Zoho CRM and helping businesses from small to large scale. EdgyBiz’s certified team of Salesforce migration consultants will assess your current CRM solution and suggest the best ways to painlessly move your data and workflows to a new platform and enhance your business efficiency with the particular Salesforce functionality.

Having dealt with 15+ CRM systems during our 12+ year consulting journey and being recognized as Salesforce Crest Consulting and Zoho partners, we can advise on the best ways to move from Dynamics 365 to Salesforce, or from any other CRM platform to Salesforce Sales, Service, Marketing Clouds.

Seamless data migration from our experts

Poor data mapping can cause damage to important information of any business and the loss can be even more dangerous if you are migrating to an already running instance that is being used by several users as opposed to a new one. One should be very careful about the complete data migration and make sure that no record is missing in the new system. Having expertise in carefully handling the custom and automated migration approaches our data specialists to have the ability to do the potential data mapping migrating to any new system. Our data migration consultants will empower your businesses with enriched data handling and migration. We warn businesses of the potential challenges and risks like data loss, redundancy, integrity, and security when it is being migrated from their systems to the cloud. That is why we always ask them to better take help from experts rather than doing it by themselves.

Our Data Migration Services

Migration from one CRM to another

When businesses are already using any CRM, it might become difficult to migrate data to another CRM. This is because different CRMs use different data formats. Any non-experienced person cannot do that job successfully. So we always ask businesses to take professional help.

Migration from another Salesforce Org

If you want to upgrade your Salesforce legacies, our experts can help you migrate all your important data to the new Salesforce Org. We know that every important piece of data has particular order to maintain record relationships and we assure you that our experts will not let you lose any of your important data.

Data synchronization with Salesforce

Whether it’s one-sided or two-sided, whole new dedication and expertise are required when it comes to data synchronization from different sources. Our experts use the dedicated integration servers and the implementation plans to carefully synchronize the data.

Our Data Migration Approach

Data planning

Before we begin data migration, our consultants first make a proper plan for collecting data from different sources. Then see in what particular order that data was recorded and then with our expertise carefully migrate it to the new cloud storage.

Sometimes the whole set of business data is needed and sometimes only the important one needs to be kept on servers. Our data analysts identify the data collected by different teams and then select the data that needs to be migrated to the new system.

Data Selection

Data Mapping

Each data source has a unique identifier. With no backend IDs, it usually becomes hard for the team to associate the data for records in CRM. To avoid this hassle, we initiate data cleansing and data deduplication. After carefully creating the data sets with identical data sources, we start migrating them.

When our clients ask us to help them in data migration, we know that we are going to collect data from different sources. We migrate the whole business data from different sources using the latest ETL tools. On the bases of the data volume and complexity of the data source, we choose the migration method

Data Migration

Quality Assurance

We have the QA team that runs different tests after the complete data is migrated to the new Salesforce Org. the tests are to ensure that data is correctly transferred with the right formats and the relationship between the data is not disturbed.

We give priority to data protection actions in all our activities. We make sure that during the data migration process data accuracy is maintained and is consistent throughout the process.

Data Integrity

Why Us?

Rapid Delivery
Proficient and Skilled Developers
Agile Methodologies
Extensively customers Vouched for Reputation
100% Customer Satisfaction
Competitive Pricing
Active Support and Maintenance
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Salesforce Data Migration