Traditional CRM systems
We specialize in data migration from the most common CRM systems to Salesforce, utilizing both standard tools and custom solutions tailored to your needs.
- Microsoft Dynamics CRM
- HubSpot CRM
- Zoho CRM
- SugarCRM
Move selected customer, sales or service records to Salesforce with a defined migration scope. Routine Automation helps plan mapping, data preparation and validation, with cutover responsibilities agreed before the production transfer.

Once you decide to implement Salesforce, the question arises: what should you do with all your existing customer details, orders, prospect accounts, past sales contracts, service tickets, and other vital business data?
Choose a migration approach after reviewing the source systems, data volumes, relationships and validation requirements. Standard tools, file-based loads or custom ETL may fit different parts of the project; each needs trial loads and reconciliation.
Here’s what makes our clients migrate to Salesforce:

We specialize in data migration from the most common CRM systems to Salesforce, utilizing both standard tools and custom solutions tailored to your needs.
Our certified specialists assist in migrating data from various databases to Salesforce, ensuring that data integrity and accessibility are maintained throughout the process.
We use Salesforce data migration best practices to transition organizational data, master data, and transaction data from ERP platforms to Salesforce, unifying your financial and operational processes to provide you with a comprehensive view of your organization.
We move your customer engagement data and email details to Salesforce, improving campaign management and enhancing customer relationship tracking for better results.
We streamline the transfer of data from spreadsheets and databases into Salesforce, helping you enhance data management and reporting capabilities.
We can integrate product information, customer data, and transaction histories from your e-commerce platforms into Salesforce, providing a comprehensive view of customer interactions.
Looking for a way to make the most of Salesforce with less code?
We enable your transition to Salesforce Lightning, enhancing customer engagement with an intuitive interface that boosts productivity and ROI. Our experts streamline the migration process, ensuring you leverage advanced reports, dashboards, and Einstein Analytics to optimize your sales team’s operations.
If your multi-departmental company operates multiple Salesforce Orgs, we can help manage data migration between them.
We ensure smooth operations during mergers and acquisitions, guaranteeing seamless data transfer and supporting scalable data models to maintain insights and enhance collaboration across your teams.
We specialize in migrating data from custom and legacy systems, ensuring a smooth transition while preserving your valuable historical records.
Before Salesforce data migration, our RA team cleans and organizes the data, saying goodbye to manual entry errors.
Increase efficiency and migrate to Salesforce. Our RA team streamlines data, making it accessible and easy to use. No more manual entries and no more headaches searching for data.
Empower insights. Routine Automation simplifies data warehousing. Accessible reports, and informed decisions. Let us elevate your understanding.
We can bet that when all customer data is stored in one location, businesses can offer more personalized & efficient customer service. As a result, increased customer satisfaction and loyalty.
Adapt effortlessly. With our RA engineers, evolve data warehousing in Salesforce. Expand your capabilities as your business grows.
RA engineers can integrate Salesforce with marketing and accounting software. This streamlines lead nurturing, revenue tracking, and financials to drive business growth.
As an official Salesforce partner with a 4.9 rating on Clutch and Appexchange, Routine Automation is known for excellence. Our team of 27 certified experts, each with 5+ years of experience, delivers prompt and top-notch services. We provide customized solutions across industries and are available globally, offering flexible and dedicated service to meet your specific needs.
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
our CRM-specific information
Using ETL tools, which extract, transform, and load data for a complete migration from Salesforce to another storage system and vice versa.
To ensure that data entered by users meet certain requirements before they can be saved in the system
To external databases, applications, and data warehouses, and optimize your data during the migration process.
The RA data migration experts have experience working with large and complex data sets, as well as metadata
Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.
We use ETL tools to extract, transform and load the data, and move data from the database to a data warehouse.
Provide the process of data validating by creating validation rules.
Transfer the agreed records from the approved source systems to the target Salesforce org. Reconcile counts and relationships, record exceptions and obtain business acceptance before closing cutover.
At this stage, we ensure the functioning of key Salesforce platform processes.
Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.
We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.
They have excellent communication skills and are always well-organized.
Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.
Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.
Driven by what was best for us, not what would bring them the most revenue
They're true consultants that listen to requirements and provide productive feedback.
Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.
Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success.
The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.
The project management was professional and followed the Agile methodology.
Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.