If you want to improve the business processes and migrate to Salesforce, we can help you perform the CRM data import
Modules and fields mapping may vary according to your demands and business needs
Salesforce Module Name | From Salesforce | To Salesforce |
---|---|---|
Accounts | Automated Migration | Automated Migration |
Attachments | Automated Migration | Automated Migration |
Calls (Tasks) | Automated Migration | Automated Migration |
Campaigns | Automated Migration | Automated Migration |
Cases | Automated Migration | Automated Migration |
Comments | Automated Migration | Automated Migration |
Contacts | Automated Migration | Automated Migration |
Email Messages | Automated Migration | Automated Migration |
Events | Automated Migration | Automated Migration |
Invoice | Custom Migration | Custom Migration |
InvoiceItem | Custom Migration | Custom Migration |
Leads | Automated Migration | Automated Migration |
Meetings (Events) | Automated Migration | Custom Migration |
Notes | Automated Migration | Automated Migration |
Opportunities | Automated Migration | Automated Migration |
Order | Custom Migration | Custom Migration |
OrderItem | Custom Migration | Custom Migration |
Posts | Automated Migration | Automated Migration |
PriceBook | Custom Migration | Custom Migration |
Products | Automated Migration | Automated Migration |
Project | Custom Migration | Custom Migration |
Quotes | Automated Migration | Automated Migration |
Quote Line Items | Automated Migration | Automated Migration |
Tags | Automated Migration | Automated Migration |
Tasks | Automated Migration | Automated Migration |
Users | Automated Migration | Automated Migration |
Data2CRM is official partner with Salesforce CRM and is recommended as a service for the secure and swift data import. Note: Salesforce\'s API has to be enabled for an automated data migration.
Depending on your time and budget, you may select
the most comfortable way for you
Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!
Migrate your Salesforce data fast and conveniently with robust migration wizard. No risk. No tech skills required.
We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.
Move your business data from/to any CRM software with the help of Custom Migration Service securely.There is no limit - any CRM you wish is supported.
Ensure the swift and secure data import of any CRM modules.
Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.Our techs will perform data migration so that to fulfill your specific business needs and deliver you with the desired result
Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.
The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.
You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.
You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard.
Data2CRM also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.
This step requires defining your existing and future CRM solutions. You have to choose the current and desired CRM from the drop-down menus, specify URLs, and provide access credentials (login, password or API key).
After defining the existing and future CRM details, select the entities you want to migrate. Check the boxes and activate the modules for data import.
Also, you may change the specific fields mapping on your own to comply with your business needs.
Start a free Sample Import to your new CRM platform to evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of users, accounts, contacts, leads, opportunities, tasks, notes, calls, emails, meetings, and attachments together with relations between the records.
If you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Sample Import.
Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results, and get down to running your business more efficiently with the new CRM solution.
Watch step-by-step video tutorial on how to perform data migration with DATA2CRM and just in five minutes you will be ready to complete full data transfer from Salesforce to
We take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your business data is secure. Security is essential in working with customers’ information, Data2CRM.Migration team builds the service on the effective and security-focused practices.
Real testimonials from real clients
To continue using this website, you have to allow cookies in accordance with our Cookie Policy.