Salesforce Migration Services and Consulting

Data migration is a tough task few want to undertake, and even fewer want to discuss, but someone has to do it. Migrating to Salesforce CRM, you’ll optimize corporate processes and workflows, secure corporate data storage, and tap into the infinite customization and development potential of the Salesforce ecosystem.

While the process is complex, involving detailed business analysis, meticulous data transfer, and precise system configurations, combining our experience in Salesforce consulting, the rewards will be substantial and far-reaching.

Ascendix, a Salesforce Summit Consulting and Microsoft partner based in Dallas, Texas, boasts unparalleled expertise in Salesforce migration services.

With over 20 years of proficiency in handling 10+ CRM systems, we excel in migrating from Excel spreadsheets, legacy CRM software, and any other CRM system like Dynamics 365 to Salesforce CRM or AscendixRE– a Salesforce-based CRM for commercial real estate professionals.

Our team of 70+ certified Salesforce experts will assess your current CRM, ensuring a seamless transition of your data and workflows to the powerful Salesforce platform, and enhancing your business efficiency.

• Upgrade from legacy systems to Salesforce to leverage cloud-based technologies, enhancing performance and scalability.
• Integrate various data sources into a unified Salesforce platform, eliminating data silos.
• Support business growth with Salesforce’s robust infrastructure, accommodating increasing data volumes and user bases without performance degradation.
• Improve data accuracy and quality through data cleansing and deduplication during migration.
• Utilize Salesforce’s extensive integration capabilities with over 4,500 third-party applications.
• Leverage Salesforce’s customizable platform to tailor solutions to meet specific business needs.
• Enhance data visibility with Salesforce’s advanced reporting and analytics.
• Ensure data protection and regulatory compliance with Salesforce’s robust security features.

Migration from Salesforce to AscendixRE

If you’re an experienced Salesforce user seeking a robust tool that combines world-class Salesforce capabilities with advanced features like map search, high-speed multi-criteria searches, powerful reporting, and Virtual Collaboration Rooms, then AscendixRE is your perfect solution.

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),
• MarketSpace (multi-channel listing portal software).

Salesforce Classic to Lightning Migration

Are you still using Salesforce Classic? We’ll assess your org’s readiness for Salesforce Lightning and guide you through the migration. Our team will assist 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

Dynamics CRM to Salesforce Migration

Migrating from Dynamics 365 to Salesforce can be complex and daunting. We ensure project success through meticulous data preparation, avoiding common migration pitfalls, and executing a smooth transition.

As certified Microsoft Dynamics 365 consultant, we have in-depth expertise in both platforms and can guide you through the best approaches for transitioning.

Our experienced CRM consultants will manage your migration project, designing a seamless path to more automated, integrated, and scalable business operations.

HubSpot to Salesforce Migration

We facilitate data migration from HubSpot to Salesforce Sales Cloud using third-party tools for automated transfers or custom scripts for more complex projects. Beyond migration, we can integrate both systems to ensure seamless sales and marketing processes.

Monday CRM to Salesforce Migration

At Ascendix, we streamline the transfer from Monday CRM to Salesforce, maximizing your Salesforce investment. We ensure seamless data migration without disruptions to your business, allowing immediate post-migration activities.

Our CRM migration consultants will migrate Monday.com entities and their relationships, aligning them with Salesforce modules. We also offer expert assistance in migrating custom fields through precise field mapping.

Pipedrive to Salesforce Migration

Our Salesforce CRM consultants will support you through data preparation, migration, and transformation.

We will review your current data model in Pipedrive, clean and deduplicate data sets, and recreate the model in Salesforce.

Our team will map and export data from Pipedrive to Salesforce, and design custom solutions for a seamless transition, as we successfully did for Menlo Group Commercial Real Estate.

Zendesk to Salesforce Service Cloud Migration

If you’ve outgrown Zendesk’s functionality, we can help you migrate to Salesforce Service Cloud. This move will centralize all your sales, support, and marketing activities, eliminating the need for multiple systems.

Service Cloud offers unmatched scalability and customization. Our team will expedite the migration process, ensuring the accurate transfer of all Zendesk data, including accounts, contacts, and case tickets.

We’ll tailor Service Cloud to meet your business needs, freeing your employees from tedious tasks and allowing them to focus on more meaningful activities.

Other CRM Migration Projects

Besides the migration options mentioned above, we can assist with transitioning from on-premises and legacy 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,
• VTS, and others.