Salesforce Data Migration Services

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.

Salesforce Migration Services

Why Migrating Your Data to Salesforce is Essential

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:

  • Automation of manual processes, reducing repetitive tasks by at least 10% and saving valuable time
  • Streamlined workflows with tools like Agentforce, improving task management
  • Elimination of duplicate data entry, minimizing errors, and ensuring consistency
  • Increased ROI through improved user experience and advanced Salesforce features
Why Migrating Your Data to Salesforce is Essential

We offer data migration services:

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

Data Management Systems

Our certified specialists assist in migrating data from various databases to Salesforce, ensuring that data integrity and accessibility are maintained throughout the process.

  • Oracle Databases
  • Microsoft SQL Server
  • MySQL
  • PostgreSQL

ERP systems

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.

  • SAP
  • Oracle ERP
  • NetSuite

Email and marketing

We move your customer engagement data and email details to Salesforce, improving campaign management and enhancing customer relationship tracking for better results.

  • Mailchimp
  • Constant Contact
  • Marketo

File systems & databases

We streamline the transfer of data from spreadsheets and databases into Salesforce, helping you enhance data management and reporting capabilities.

  • Excel
  • Google Sheets
  • Access Databases

E-commerce platforms

We can integrate product information, customer data, and transaction histories from your e-commerce platforms into Salesforce, providing a comprehensive view of customer interactions.

  • Magento
  • Shopify
  • BigCommerce

Salesforce Classic to Lightning

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.

One Salesforce Org to Another

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.

Other

We specialize in migrating data from custom and legacy systems, ensuring a smooth transition while preserving your valuable historical records.

  • Custom in-house CRM systems
  • Legacy systems

Salesforce Data Migration Benefits for Your Business

Enhanced Data Accuracy

Before Salesforce data migration, our RA team cleans and organizes the data, saying goodbye to manual entry errors.

Increased Productivity

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.

Improved Reporting and Analytics

Empower insights. Routine Automation simplifies data warehousing. Accessible reports, and informed decisions. Let us elevate your understanding.

Better Customer Service

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.

Scalability

Adapt effortlessly. With our RA engineers, evolve data warehousing in Salesforce. Expand your capabilities as your business grows.

Integration with Other Systems

RA engineers can integrate Salesforce with marketing and accounting software. This streamlines lead nurturing, revenue tracking, and financials to drive business growth.

Why choose us for your Data Migration?

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.

Awards & Recognitions

We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms

Salesforce Partner
Top Salesforce company
Top CRM consulting company
Top IT services company
Top email marketing company
Top IT services company
Top digital marketing company
Top Marketing Automation Consultants
Verified Agency DesignRush

We can safely migrate

our CRM-specific information

Provide reliable data migration solutions

Using ETL tools, which extract, transform, and load data for a complete migration from Salesforce to another storage system and vice versa.

Create validation rules

To ensure that data entered by users meet certain requirements before they can be saved in the system

Transfer Salesforce data

To external databases, applications, and data warehouses, and optimize your data during the migration process.

Trust expertise

The RA data migration experts have experience working with large and complex data sets, as well as metadata

5 steps to Migrate

  1. Build Data Migration Plan & Mapping

    Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.

  2. Perform ETL

    We use ETL tools to extract, transform and load the data, and move data from the database to a data warehouse.

  3. Validate

    Provide the process of data validating by creating validation rules.

  4. Run Full Migration

    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.

  5. Support

    At this stage, we ensure the functioning of key Salesforce platform processes.

Hear from Companies Like Yours

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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.

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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.

Routine Automation's work provided the client with better insights into product usage and revenue generation. The team was flexible and responsive, communicating via Jira, Microsoft Teams, and online meetings. Their Salesforce expertise and quick ticket response were key elements of their work.

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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.

Communication was seamless and highly professional at all times. We particularly appreciated the regular and timely updates, which ensured full transparency on progress and next steps. The development was implemented exactly as agreed, with a clear focus on quality and reliability.

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They have excellent communication skills and are always well-organized.

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Their development solutions were fantastic.

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.

The result of Routine Automation's work exceeded our expectations in every way. The 3 developers assigned to this project, as well as their team lead, showed great skills and expertise. All requirements were discussed constructively so that the best possible solution could always be found for each issue. This naturally contributed massively to the success of the project. The solutions provided by the development team for our tasks were immediately ready for use and immediately made the daily work of our own team easier. All this without any major training effort. The project manager responsible for the project did an outstanding job. The guidance through the sessions, the summaries of the sessions, the entire documentation and the controlling of the budget were always carried out correctly and completely. Overall, we were very satisfied with the result of the work and would not hesitate to recommend the team and to carry out further projects together with Routine Automation.

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Fast and flexible with good quality

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They should keep doing what they’re doing.

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The developer is the best we’ve had.

The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.

Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style. Their flexibility is also noteworthy. Customers can expect a new extension of their team when working with Routine Automation.

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The project management was professional and followed the Agile methodology.

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They were super helpful and responsive to requests and always keen to help and assist.

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.

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