Our team of Salesforce experts can seamlessly migrate your customer data from other applications. Your CRM can be so much more than a repository of customer information. When properly structured your customer data can help you sell more efficiently and enable your sales team to be more engaged and responsive.
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Salesforce Migration May Include:
- Import Legacy IDs: With the legacy ID available, linked information, such as history records, can be imported at any time.
- Compound Keys for Companies: When migrating data from a contact-centric data source such as a contact manager, it’s useful to create a compound key based on portions of multiple data fields.
- Map Only Relevant Data Fields: It’s best to first run an analysis on the contents of legacy fields. If there are fields in existing databases that are hardly being used, it may not make sense to migrate data from those fields.
- Normalize Old Data: If there are repetitive groupings of fields in a legacy – take advantage of the relational capabilities of the database.
Our team members are trusted advisors who connect with project stakeholders and act as a vital bridge between business and technology.
We can migrate customer data to Salesforce from many other applications; NetSuite, MS Dynamics, SalesLogix, QuickBooks, Excel spreadsheets and more.
We’re able to create a unique experience for our customers and leverage partner and customer information in ways we couldn’t have imagined a few years ago. Demand Chain really delivered for us, with both a strong understanding of the business considerations and their deep Salesforce expertise.