Businesses of all kinds today have to deal with sensitive, confidential information, which includes client information, customer transaction history, and financial reports on their legacy systems. To make the most of your data, it is critical to migrate this data to your Salesforce CRM. However, transferring business data from any system to Salesforce, and vice versa, has its own share of challenges.
To conduct this activity seamlessly the right set of tools and domain expertise is imperative. Additionally, moving business–critical data from one system to another is costly, time-consuming, and does not have any concrete workarounds. Substandard Salesforce data migration has also led to data loss, adverse effects in the deployment of CRM, and subsequent loss in business opportunities.
Zehntech’s Salesforce experts use the best data migration practices for minimizing data loss risks and maintaining data integrity by eliminating data duplication resulting in a successful migration.
By gauging the complexity of your data, preparing a detailed plan, and executing it, Zehntech makes sure your business data is migrated seamlessly to the destination with minimal data loss and business disruptions.
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In the initial discussion, we learn about your business, offerings, goals, challenges, & expectations.
Key project requirements & deliverables are mutually decided & documented.
All team members use their technological prowess, expertise, & experience to provide solutions as per business requirements.
The demo is put through vigorous quality checks & tests to ensure security & performance as per standards.
Your solution is tested by its intended audience before the final launch. Issues are fixed by experts & suggestions are accommodated.
After the success of UAT, the launch-ready product is handed over to you. We also provide support & training when you need it.
We commence by exploring your current CRM and data situation. An analysis of your data is conducted for categorizing data as crucial or non-essential. Our consultants then chalk out a comprehensive migration roadmap for your data import/export project. We consider any unique customizations needed to add more value to your data.
Data accumulated by different teams are analyzed and the relevant business data with insightful information is selected to be migrated from the system. Data sources, including flat files, CRM products, and existing applications, are thoroughly analyzed.
An Entity Relationship Document is established to help visualize the structure, record count, and data type. Data deduplication and cleansing processes are initiated.
We leverage the capabilities of the most efficient ETL tools for migrating data from the source systems. The method and tool to be used for migration are chosen based on two things – the source data’s complexity and the data volume.
To make sure the data has been transferred securely and error-free in the expected formats and relationships, we perform our stringent quality assurance tests.
After conducting our final checks, we make the system live and hand it over to your organization. During the migration procedure, it is our utmost priority to maintain data accuracy and integrity. We take care of all data protection and security norms even after project completion.
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Zehntech’s team of Salesforce developers and migration experts are completely aware of the best practices to be followed for a successful Salesforce migration. Some of the best practices our team integrates into their migration operations are:
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