Salesforce migration
Salesforce is a powerful platform for managing customer relationships and business operations. When it comes to migrating data to or from Salesforce, precision, accuracy, and expertise are paramount. At Complere Infosystem, we specialize in Salesforce Data Migration Services, ensuring that your data transition is seamless, secure, and efficient.
Our Platform Migration Services
Comprehensive Data Assessment
Thorough Data Analysis
We begin by conducting a comprehensive analysis of your existing data to understand its structure, quality, and complexity.
Migration Strategy
Based on the analysis, we create a customized migration strategy to ensure a smooth transition.
Data Cleansing and Transformation
Data Cleanup
We perform data cleansing and de-duplication to eliminate inconsistencies and improve data quality.
Data Transformation
Our experts transform data formats, ensuring compatibility with Salesforce requirements.
Data Mapping and Migration
Meticulous Mapping
We map your data fields to their corresponding Salesforce objects, ensuring data integrity is maintained.
Seamless Migration
We execute the migration process, ensuring that your data is securely and accurately transferred to Salesforce.
Testing and Validation
Rigorous Testing
We conduct thorough testing to identify and rectify any issues before they impact your Salesforce instance.
Data Validation
Our validation processes ensure that data accuracy and completeness are maintained post-migration.
Post-Migration Support
Monitoring and Optimization
We offer ongoing monitoring and optimization services to address any post-migration issues promptly and ensure optimal Salesforce performance.
User Training
To facilitate smooth adoption, we provide user training sessions to make sure your team is comfortable with the Salesforce platform.
Platform Deployment
Efficient Deployment
We ensure a smooth deployment of the new platform, making sure all functionalities work as expected.
User Training
To maximize adoption, we offer user training to ensure your team is comfortable with the new platform.
How can you benefit from salesforce Migration?
Enhanced Efficiency
- Salesforce migration allows businesses to streamline their processes by consolidating data, automating tasks, and providing a unified platform for sales, marketing, and customer service teams. This leads to improved efficiency in managing customer relationships and reduces manual effort in data entry and coordination.
Scalability and Flexibility
- Salesforce offers scalable solutions that can grow with your business. Migration to Salesforce allows organizations to adapt to changing needs and scale their CRM infrastructure accordingly. Additionally, Salesforce's cloud-based platform provides flexibility in accessing data and applications from anywhere, enabling remote work and mobile accessibility.
Improved Data Management
- Salesforce migration enables better data management practices by centralizing customer information, eliminating duplicates, and ensuring data accuracy. With Salesforce's robust data security features and governance capabilities, organizations can maintain data integrity and compliance with regulatory requirements.
Enhanced Reporting and Analytics
- Salesforce provides powerful reporting and analytics tools that enable organizations to gain valuable insights into their sales, marketing, and customer service activities. By migrating to Salesforce, businesses can leverage these tools to track performance metrics, identify trends, and make data-driven decisions to drive growth and profitability.
How it Works
01. Assessment and Planning
- Identify the current state of the existing CRM system, including data structure, customizations, integrations, and business processes.
- Assess the data quality and cleanliness to determine if any cleansing or transformation is necessary before migration.
03. Configuration and Customization
- Configure Salesforce to align with the business requirements identified during the planning phase.
- Customize Salesforce by creating custom objects, fields, page layouts, workflows, and validation rules as needed.
05.Deployment and Training
- Deploy the migrated Salesforce instance to production environment, following best practices for change management and deployment.
- Provide training and support to users to familiarize them with the new Salesforce system, its features, and functionalities.
02. Data Mapping and Preparation
- Map the data fields and entities from the existing system to their corresponding objects and fields in Salesforce.
- Cleanse and prepare the data by removing duplicates, standardizing formats, and resolving any inconsistencies.
04.Testing and Validation
- Conduct comprehensive testing of the migrated data, configurations, and customizations to identify any issues or discrepancies.
- Perform user acceptance testing (UAT) to validate that the Salesforce instance meets the business requirements and user expectations.
01. Strategy
- Clarification of the stakeholders’ vision and objectives
- Reviewing the environment and existing systems
- Measuring current capability and scalability
- Creating a risk management framework.
02. Discovery phase
- Defining client’s business needs
- Analysis of existing reports and ML models
- Review and documentation of existing data sources, and existing data connectors
- Estimation of the budget for the project and team composition.
- Data quality analysis
- Detailed analysis of metrics
- Logical design of data warehouse
- Logical design of ETL architecture
- Proposing several solutions with different tech stacks
- Building a prototype.
03. Development
- Physical design of databases and schemas
- Integration of data sources
- Development of ETL routines
- Data profiling
- Loading historical data into data warehouse
- Implementing data quality checks
- Data automation tuning
- Achieving DWH stability.
04. Ongoing support
- Fixing issues within the SLA
- Lowering storage and processing costs
- Small enhancement
- Supervision of systems
- Ongoing cost optimization
- Product support and fault elimination.
