Salesforce Implementation Guide: Best Practices for a Smooth CRM Rollout
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Salesforce Implementation Guide: Best Practices for a Smooth CRM Rollout
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AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Composer

Document Generation Software
AscendixRE Land

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Salesforce Migration Consulting

Take a step toward greater agility, integrability, and scalability by switching from your CRM to Salesforce

Talk to Us

Salesforce migration is a complex, multistep process that involves business analysis, data mapping and transfer, system customization, and integration. But this investment pays back in centralized processes of various teams and different locations, plug-and-play integration with 4,000+ apps on AppExchange, and infinite growth and personalization capabilities.

Ascendix is among the top CRM consulting companies in Dallas, Texas. Our team of certified 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 10+ CRM systems during our 20+ year consulting journey and being recognized as Salesforce Crest Consulting and Microsoft 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 or to AscendixRE CRM.

Need Help with CRM Migration to Salesforce?

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Wes Snow and Todd Terry, Founders of Ascendix Technologies

Why Ascendix 

  • 20+ years in CRM consulting and custom software development
  • 20 years of Salesforce experience
  • 17 CRM products and apps
  • 200+ professionals on board
  • Salesforce Certified Developers, App Builders, Admins, and Consultants
  • Cost-effective offerings of Onshore and Offshore engagement models
  • Leading expertise in CRM consulting & custom software development, according to the top 15 ranking on Clutch.co
  • In-depth knowledge of Real Estate, Financial Services, Insurance, and other business domains
Wes Snow and Todd Terry, Founders of Ascendix Technologies

Salesforce Migration Services We Provide

We offer comprehensive CRM migration services to take the guesswork out of your system usage and make it more intuitive yet well-organized. As your Salesforce data migration consultants, we provide numerous services, starting from systems comparison to data backup and migration scripting, automation, and testing. Here are some of them:

CRM Migration Planning

Together with all your stakeholders, we’ll specify the scope of the Salesforce migration project. Our CRM migration consultants will discuss and analyze your requirements, budget, timeline, and which migration approach is best for your company.

Data Profiling

We’ll assess your data quality and analyze data sources and structure. After that, our team will consolidate all relevant data that provides business value. Based on the results, we'll decide what data should be transferred and what customizations are needed in the new system.

Data Cleansing

Using our best data cleansing practices, we'll weed out poor and duplicate data out of your data sets and ensure that they are of the highest quality. Before migrating records to their new home, we'll help to normalize and enrich your data to make your CRM a more reliable system.

Data Transfer Execution

We'll collect standardized data from data sources like SQL, Excel files, CRM solutions, business applications, etc. And thanks to our deep Salesforce expertise, we will move data to a new home in the shortest time possible with insignificant or no interruptions to your business activities.

Data Migration Test and Audit

After the migration, we’ll keep overseeing your Salesforce org to guarantee that all the integrated systems and records relationships remain in sync. On top of that, we'll establish data governance policies and record project milestones.

Data Quality Maintenance

We’ll instill data quality policies to keep your system data of high-quality standards. Our team will employ all preventive methods to protect your Salesforce org from erroneous, inconsistent, and duplicated data.

CRM Migration Planning

Together with all your stakeholders, we’ll specify the scope of the Salesforce migration project. Our CRM migration consultants will discuss and analyze your requirements, budget, timeline, and which migration approach is best for your company.

Data Profiling

We’ll assess your data quality and analyze data sources and structure. After that, our team will consolidate all relevant data that provides business value. Based on the results, we'll decide what data should be transferred and what customizations are needed in the new system.

Data Cleansing

Using our best data cleansing practices, we'll weed out poor and duplicate data out of your data sets and ensure that they are of the highest quality. Before migrating records to their new home, we'll help to normalize and enrich your data to make your CRM a more reliable system.

Data Transfer Execution

We'll collect standardized data from data sources like SQL, Excel files, CRM solutions, business applications, etc. And thanks to our deep Salesforce expertise, we will move data to a new home in the shortest time possible with insignificant or no interruptions to your business activities.

Data Migration Test and Audit

After the migration, we’ll keep overseeing your Salesforce org to guarantee that all the integrated systems and records relationships remain in sync. On top of that, we'll establish data governance policies and record project milestones.

Data Quality Maintenance

We’ll instill data quality policies to keep your system data of high-quality standards. Our team will employ all preventive methods to protect your Salesforce org from erroneous, inconsistent, and duplicated data.

Salesforce Migration Options

High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix

Migration from Salesforce to AscendixRE

If you are already an experienced Salesforce user that has searched for a robust tool that will combine world-class Salesforce experience with advanced functionality like map search, high-speed multi-criteria searches, powerful reporting functionality, and virtual Collaboration rooms, then AscendixRE is the best fit for you.

Read more about extra AscendixRE CRM features here.

We will help to power up AscendixRE with our top solutions like Ascendix Search (an advanced search and filtration app), Composer (a point-and-click report and brochure generation tool), and MarketSpace (multi-channel listing portal software).

High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix
AscendixRE-results2-CustomerService

Salesforce Classic to Lightning Migration

Still a Classic user? We will evaluate your org’s readiness for Salesforce Lightning and guide you through the migration process. Also, our team will help you with:

  • Reports & dashboard calibration,
  • Migrating from customizable forecasting to collaborative forecasts,
  • Modifications in List Views, and Data access,
  • Migration of Visualforce pages to a Salesforce Lightning Component

 

 

AscendixRE-results2-CustomerService
Microsoft Dynamics CRM to Salesforce Migration

Dynamics CRM to Salesforce Migration

Dynamics 365 is an ERP solution by Microsoft. As a certified Microsoft Dynamics 365 consultant, we know both platforms inside out and can advise on the best approaches for the switchover. Our team of experienced CRM consultants will drive your migration project and design your exclusive way to more automated, integral, and scalable business operations.

Microsoft Dynamics to Salesforce migration may be a complicated and intimidating process. But we will guarantee project success by thorough preparation of your data for migration, avoiding common data migration mishaps, and ensuring migration success.

SugarCRM to Salesforce Migration

 

SugarCRM to Salesforce Migration

SugarCRM is a cloud CRM solution from the SugarCRM software company designed for sales and marketing automation. 

We, at Ascendix, can facilitate the process of SugarCRM to Salesforce transfer and get more value out of your Salesforce investment. We will move all your data without any hassles or business disruptions, and you will be able to execute your post-migration activities as soon as you want.

Our CRM migration consultants will migrate SugarCRM entities together with relations between them in compliance with the modules in Salesforce. We can also assist you with the shift of any custom fields via deeper field mapping.

Hubspot to Salesforce migration

 

HubSpot to Salesforce Migration

HubSpot CRM is one of the leading solutions for beginner-level users with no experience in setting up and managing a CRM system. However, once your business starts to grow, in-built HubSpot functionality may not fulfill all your needs for scalability.

We can assist with data migration housing in HubSpot to Salesforce Sales Cloud via third-party tools for data transfer automation or custom scripts and tools for more comprehensive and intricate migration projects. Besides migration, we can integrate both systems for more non-intermittent sales and marketing processes.

Hubspot to Salesforce migration
Zoho CRM to Salesforce Migration

 

Zoho CRM to Salesforce Migration

Zoho CRM is another cloud CRM solution created by Zoho Corporation that primarily serves for sales and marketing automation and inventory management.

Our CRM migration consultants will lead you through all switchover phases like CRM systems comparison, data analysis, security review, necessary configurations and customizations, and migration scripting and tools selection.

Besides that, we’ll ensure the prevention and elimination of all Zoho to Salesforce migration issues connected with data leakage and loss.

Zoho CRM to Salesforce Migration
Zendesk to Salesforce Migration

 

Zendesk to Salesforce Service Cloud Migration 

If you’ve hit the functionality ceiling with Zendesk, we can assist you with migration to Salesforce Service Cloud. By moving to this solution, you will no longer need to integrate multiple disparate systems.  Salesforce will be the centerpiece of all your sales, support, and marketing activities. Service Cloud is the most scalable customer service platform with its unparalleled level of customization and development capabilities.

Our team will accelerate the migration process and transfer all your Zendesk data like accounts,  contacts, and case tickets with 100% accuracy. We’ll not only help you modify your Service Cloud solution to fit your business needs. Free up your employees from tedious tasks and focus on more meaningful activities.

 

Pipedrive to Salesforce Migration

 

Pipedrive to Salesforce Migration

Pipedrive is another CRM solution we can simplify transfer from. Our CRM consultants will assist you with data preparation, migration, and transformation.

We will check current data modeling in Pipedrive, deduplicate and clean data sets, and recreate data modeling in Salesforce.

Also, our team will map and export data from Pipedrive to Salesforce. Besides that, we’ll assist with designing custom approaches for switching from Pipedrive to Salesforce as we did for  Menlo Group Commercial Real Estate.

Support Team Improvement for Flibco | Ascendix

 

Other CRM Migration Projects

Besides the above-mentioned migration options, we can assist with the transition from on-premises CRM, ERP, HCM, and Help Desk solutions and help desk software to Salesforce. We can also help you switch from other popular CRM platforms like Oracle Siebel CRM, SAP, Apto, REthinkCRM, Buildout, RealNex, ClientLook or Netsuite.

But, if you need assistance with the migration from other CRM software and databases, feel free to contact us.

Support Team Improvement for Flibco | Ascendix

“ We were assigned an excellent project manager named Chris, who we worked with for the duration of the project. She brought in a few additional resources as needed along the way, as long as a dedicated data import specialist. Ascendix truly focuses more effort on improving their product and supporting current customers than just selling and marketing which is rare these days. Too many companies just try and make the sale and then pass you along down the chain with often some missed expectations. That never happened with Ascendix and they worked with us every step of the way until all our objectives were completed which is why the launch (and the 4 months since) have been so successful for us. Read more. ”

Mika Casey, CTO at Menlo Group Commercial Real Estate

Our Approaches To CRM Migration

1
Automated CRM Migration

Automated CRM Migration

Regardless of the CRM, you are planning to migrate to Salesforce from, we’ll evaluate the following project peculiarities such as:

  • The complexity of your existing organization,
  • Amount of customizations done
  • User permission levels

If the CRM migration process can be standardized and doesn’t require many tweaks to mirror your current system, we’ll help you augment this procedure with automation tools. Our CRM migration consultants will select the best solution for your project and configure it to meet your organizational needs.

Automated CRM Migration
2
Custom CRM Migration
Custom CRM Migration

 

Custom CRM Migration

This is a more individual approach both for simple and complex migration projects.
We will take into consideration your solution specifics and your recommendations to carry out the CRM migration process and satisfy your corporate needs.

With our custom CRM migration services, you’ll be able to move your business data, objects, and flows securely from any CRM software on the market to Salesforce. This personalized approach enables you to exclude any possible roadblocks during the CRM migration and get in-time assistance throughout the transition process.

What Migration to Salesforce Brings You

 

  • Unlimited integration capabilities with thousands of AppExchange apps
  • Optimized corporate processes and workflows
  • Secure access and storage of the corporate data
  • Comprehensive overview of your customer journey
  • Synchronized and accurate data across the systems
  • Better document exchange and storage due to enhanced collaboration
  • Infinite customization and custom development potential of Salesforce ecosystem
  • Endless scalability of your CRM to align with growing business needs
  • User-friendly navigational and operational experience

Benefits of CRM Migration to Salesforce With Ascendix

Two-Way CRM Assessment and Audit

We provide first-class CRM consulting and an in-depth analysis of your source on-premises/cloud CRM, ERP (Enterprise Resource Planning), HCM (Human Capital Management), help desk, sales automation solutions and target CRM solution from both technical and business requirements for further optimization.

Personalised CRM Migration

Our experts will create and execute your unique migration plan that aligns with your business specifics, budget, complexity, and desired timeline of completion. We will also enhance your core system functionality with standard or custom Salesforce features.

Guaranteed Data Security

As certified Salesforce consulting and AppExchange partners, we take platform security very seriously. We've accumulated a comprehensive set of practices, technologies, and policies for 25 years in the CRM business to ensure your data security and consistency.

Free Estimation of Data Migration

We'll analyze your data migration needs and suggest the best approaches for driving your data transfer, management, and field mapping, regardless of whether you have to transfer 1,000 or 1,000,000 records.

Flexible Partnership Models

We can advise on the automated tools for data shift and provide guidance on how to select the best one for your project and take the maximum of it. Also, you can fully delegate the data migration project to us with little involvement from your side.

Post-Migration Support

Our Salesforce migration consultants will guide you through the migration process and assist you with your new platform maintenance. We will gladly answer any questions related to the new functionality of Salesforce and solve any issues after CRM deployment.

Budget-friendly Pricing Models

Due to our ability to deliver services globally from European and US offices and offer various engagement models like onshore, offshore, and blended, we can adjust cost structures to any project size and budget without losing service quality.

AppExchange App Development Expertise

We have successfully built and supported our own apps on AppExchange. Thanks to this experience, we can create custom solutions to streamline your CRM migration process exclusively for your project.

Two-Way CRM Assessment and Audit

We provide first-class CRM consulting and an in-depth analysis of your source on-premises/cloud CRM, ERP (Enterprise Resource Planning), HCM (Human Capital Management), help desk, sales automation solutions and target CRM solution from both technical and business requirements for further optimization.

Personalised CRM Migration

Our experts will create and execute your unique migration plan that aligns with your business specifics, budget, complexity, and desired timeline of completion. We will also enhance your core system functionality with standard or custom Salesforce features.

Guaranteed Data Security

As certified Salesforce consulting and AppExchange partners, we take platform security very seriously. We've accumulated a comprehensive set of practices, technologies, and policies for 25 years in the CRM business to ensure your data security and consistency.

Free Estimation of Data Migration

We'll analyze your data migration needs and suggest the best approaches for driving your data transfer, management, and field mapping, regardless of whether you have to transfer 1,000 or 1,000,000 records.

Flexible Partnership Models

We can advise on the automated tools for data shift and provide guidance on how to select the best one for your project and take the maximum of it. Also, you can fully delegate the data migration project to us with little involvement from your side.

Post-Migration Support

Our Salesforce migration consultants will guide you through the migration process and assist you with your new platform maintenance. We will gladly answer any questions related to the new functionality of Salesforce and solve any issues after CRM deployment.

Budget-friendly Pricing Models

Due to our ability to deliver services globally from European and US offices and offer various engagement models like onshore, offshore, and blended, we can adjust cost structures to any project size and budget without losing service quality.

AppExchange App Development Expertise

We have successfully built and supported our own apps on AppExchange. Thanks to this experience, we can create custom solutions to streamline your CRM migration process exclusively for your project.

How We Can Help Commercial Real Estate Companies With Migration to Salesforce

 

  1. Requirements refinement, mock-ups, and design of additional custom objects & fields,
  2. Data, activities, and flow mapping, loading, and programming within Salesforce,
  3. Creation of custom dashboards, reports, and data filtration logic,
  4. Setting up of security and sharing rules for Salesforce,
  5. Configuration of various types of permission sets, and custom user roles,
  6. Design of custom UI, forms, and triggers,
  7. Creation of data validation, deduplication, and cleanup rules,
  8. Custom integration with email services, marketing platforms, and data analytics tools,
  9. Design of combination of template-based emails, and emails on the fly, and enhanced email feature,
  10. Building of custom Salesforce Lightning Components on the Salesforce mobile application,
  11. Implementation of a complex approval process functionality with separate approval processes for each approver,
  12. Enablement of constant reminders once the item is approved,
  13. Implementation of ad-hoc lists, 
  14. Adding fields for each stage to track the start/end time for that particular stage,

Salesforce Migration FAQ

What is Data Migration Process in Salesforce?

Once you’ve selected the best option to import or export your data, here are the most effective practices for arranging and migrating your data:

 

1. Choose the data you want to migrate

Decide which Objects to transfer, for example, only the Contact information from each Account or only migrate the Account information from a particular field.

 

2. Design data templates 

Build an Excel template for each Object. Since Objects have imperative relationships which determine the order of data migration, identify the required fields for each Object.

 

3. Populate your data templates

Analyze your data before filling in it in the template. You can review data sets by loading one record, checking the results, then loading all records.

 

4. Prepare the target CRM

​Think about building custom fields to keep any legacy ID information. You can give the custom field the “External ID” attribute to make it indexed. This will help preserve relationships and help you create custom reports for data validation.

You need to create custom fields to keep data stored in non-standard fields in the source system. For example, if your previous system stored Home Phone for your Users, think about creating that custom field in the target CRM too.

 

5. Validate the data

Follow these steps to validate your migration:

  1. Generate custom reports to validate record counts and create an overall picture of migration.
  2. Spot check the data.
  3. Examine exception reports to look at what data was not transferred.​

What is Data Migration in Salesforce?

Salesforce Data Migration implies the process of transferring data to Salesforce org from any other software to improve company operations. Our team of Salesforce migration consultants will assist you with data analysis, identifying data for transfer, cleaning and preparing data for migration, selecting data transfer approaches and tools, validating data, testing the success of data migration, and ensuring user adoption after the project is completed.

What is Salesforce Migration?

Salesforce Migration refers to the process of transferring data, configurations, and customizations from one Salesforce environment to another or from a different CRM system to Salesforce. This process is crucial for organizations looking to upgrade, consolidate systems, or implement Salesforce for the first time, ensuring data integrity and system functionality.

Seamlessly Migrate to Salesforce With Ascendix

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