Banner Image

Salesforce Migration Services
for a Seamless Transition

Made the decision to migrate to Salesforce? Let’s now ensure a secure, accurate, and disruption-free transition. Partner with Navsoft for an effortless migration.

Migrate to Salesforce

Why Salesforce Migration
Can Be a Maze at Times

Migration is a very critical process and often filled with many intricacies that are hard to navigate. Several concerns arise for business leaders and IT teams alike. Does your team harbor any of these:

Data Loss or Irreversible Corruption

What if critical customer notes vanish? What if sales opportunity stages get jumbled, or entire contact histories are lost in transit? The fear of data loss is persistent in Salesforce data migration and is the number one concern for most organizations.

Unplanned Business Downtime

Garbage In, Garbage Out

Losing Historical Context

User Adoption Failure

Unexpected Costs Arise

How Navsoft-Led Migration
Avoids These Pitfalls

A well-planned and executed migration from Navsoft not only mitigates the above challenges but also provides a plethora of advantages that help your business in long-term success.

Data Integrity & Fidelity

Data Integrity & Fidelity

Our primary objective is the secure and accurate transfer of your data. We ensure every data point enters the new Salesforce system intact through rigorous validation, reconciliation, and mapping.

Planned Downtime

Planned Downtime

We understand that your business can’t afford to stop. That’s why we create a well-defined, pre-agreed window, often over a weekend, for a smooth and predictable migration.

Prioritized Data Cleaning

Prioritized Data Cleaning

We treat migration as an opportunity to improve your data quality. Our process includes data profiling, cleansing, de-duplication, and standardization before your data enters Salesforce.

Improved User Adoption

Improved User Adoption

When your team logs in for the first time to find their data accurately migrated and their workflows seamlessly supported, they are immediately empowered. This builds instant trust and encourages adoption.

Faster ROI

Faster ROI

A smooth, successful migration means you can begin leveraging the powerful features of Salesforce almost immediately instead of spending months fixing data issues and dealing with user frustration.

Controlled Migration Process

Controlled Migration Process

We follow a proven methodology to ensure your Salesforce migration project is executed on time and within budget, giving you peace of mind and a predictable outcome.

Transition Successfully With
Salesforce Migration Services

We offer a comprehensive suite of Salesforce migration services in the USA, tailored to your specific starting point and business objectives. We cover all aspects of migration under one roof.

Salesforce Data Migration Services

This is our foundational service, designed for businesses moving to Salesforce from spreadsheets or other non-CRM systems. We manage the entire ETL process, from analyzing your source data and defining mapping rules to cleansing the data and loading it into Salesforce.

Salesforce Classic to Lightning Migration

HubSpot to Salesforce Migration

Zoho to Salesforce Migration

Microsoft Dynamics 365 CRM to Salesforce

Zendesk to Salesforce Service Cloud

Any Third-Party CRM to Salesforce

Innovation Background Image
Make Your Move to Salesforce

Let our experts help you migrate to Salesforce and make the transition as smooth as possible.

Talk to Our Experts!

Salesforce Migration Process for Success

We don't leave anything to chance. Having worked on hundreds of Salesforce migration projects, we’ve developed a refined and structured process that ensures a secure and seamless transition. Here’s a glimpse:

1
Discovery & Strategy

Discovery & Strategy

We start off with Salesforce consulting to assess your source systems. We develop a comprehensive strategy, choose the right migration tools and techniques, and set a proper timeline in place.

2
Data Mapping & Transformation

Data Mapping & Transformation

We map every single data field from your source system to its new home in Salesforce. We define the rules for cleaning your data, such as standardizing formats, correcting inaccuracies, and de-duplicating records.

3
Sandbox Setup

Sandbox Setup

We prepare a Salesforce sandbox, a safe test environment, that mirrors your production setup. We migrate a small, representative subset of your data to the sandbox to test our mapping and transformation logic.

4
Test Migrations

Test Migrations

We conduct at least one, and often multiple, full-scale test migrations of your entire dataset into the sandbox. We validate the data and check for accuracy, completeness, and context so that there are no surprises.

5
Final Cutover

Final Cutover

We execute the final, fully tested Salesforce CRM migration process to move your data into your live Salesforce production environment. Our team performs a series of rigorous checks and reconciliations in the production org to confirm that all data has been migrated successfully.

6
Post-Migration Support

Post-Migration Support

We provide dedicated, intensive support immediately following the go-live to address any user questions or data-related concerns quickly. We conduct a final review to confirm if all migration objectives have been met.

Why Choose Navsoft for
Salesforce Migration Services

Your data is your business’s history and future. Entrusting it to a migration partner is a significant decision. Here’s why Navsoft is your trusted Salesforce data migration partner to get it right.

25+ Years of Expertise

25+ Years of Expertise

Having put decades in the field, we understand the complexities of data transformation, the importance of data governance, and the nuances of preserving data integrity across different system architectures.

Certified Salesforce Partner

Certified Salesforce Partner

As a certified Salesforce partner, our team consists of certified Salesforce professionals and experienced data migration experts who have the technical skills and hands-on experience to tackle any migration challenge.

Risk-Averse Approach

Risk-Averse Approach

Our number one priority is de-risking your migration. Our exhaustive planning, multi-stage testing, and detailed validation processes are all designed to eliminate surprises and provide a predictable outcome.

Proven Methodology

Proven Methodology

We have optimized our Salesforce migration process after working on hundreds of projects. It’s proven across numerous complex migration projects from a wide variety of source systems. We know what works.

Focus on Business Continuity

Focus on Business Continuity

As a leading provider of Salesforce migration services in the USA, we architect our migration and cutover plans with a singular focus on minimizing disruption to your day-to-day operations and ensuring your team experiences a smooth transition.

End-to-End Services

End-to-End Services

We provide all Salesforce migration-related services under one roof, from Salesforce Lightning migration to data migration. You have a single, accountable partner guiding you through every step of the journey.

Innovation Background Image
Build a Safe Passage for Your Data

A successful journey starts with a safe passage for your data. Navsoft’s Salesforce data migration​ services ensure a seamless transition with minimal disruption to your operations.

Migrate My Data

Services We Provide Beyond
Salesforce Migration

Navsoft is more than just a Salesforce data migration consultant. We’re your full-lifecycle Salesforce partner. Our expertise extends far beyond the initial migration to ensure you maximize your investment for years to come.

Salesforce Consulting Services

Salesforce Consulting Services

As a Salesforce consulting company, we can help you create an actionable roadmap for Salesforce adoption and ensure you get the right fit.

Salesforce Implementation

Salesforce Implementation

Our Salesforce experts can implement Salesforce into your business and configure its clouds for the best fit.

Salesforce Reimplementation

Salesforce Reimplementation

Not receiving the value you expected from your Salesforce implementation? Let us analyze it and reimplement Salesforce to get the right fit.

Salesforce Integration Services

Salesforce Integration Services

Our experts will integrate Salesforce with other business applications. Ensure data consistency and improve overall system efficiency.

Salesforce Customization

Salesforce Customization

Customize Salesforce’s user interface, workflows, and reports to your requirements. Configure Salesforce with custom fields and integrate it with other systems.

AI & Analytics

AI & Analytics

Let us help you leverage the power of data and artificial intelligence across Salesforce and your enterprise applications.

Navsoft Case Study

Integrated Salesforce Solution for a Global Mattress Retailer.

Explore how Navsoft integrated the Salesforce CRM, Service Cloud & OMS with Business Central to create a seamless order flow from all sales channels for a leading Global Mattress retailer.

View Case Study View Case Study

What Our Clients
Have to Say for Us?

Check how our custom software solutions have helped businesses achieve their strategic goals. Our technology consulting, development, and software outsourcing services have enabled companies to navigate the complexities of digitalisation.

Frequently Asked Questions

What is Salesforce migration?
How long does a typical Salesforce migration process take?
What is Salesforce data migration?
What is Hyperforce migration Salesforce?
Why is data cleaning important in Salesforce migration?
Can Navsoft handle migrations from highly customized legacy systems or databases?
How do you ensure business continuity during the actual data cutover?
What support is provided by Navsoft after migration is complete?
How do you handle potential data integrity issues like duplicate records?
How do you ensure that custom fields from our old CRM are retained in Salesforce?
Business CTA Background Image
Ready to Begin Your Salesforce Journey?

Let Navsoft ensure your first step is a firm one. We'll handle the complexities of the migration so you can focus on using your new platform to the fullest.

Partner With Navsoft!

From Vision To

Execution For 800+ Clients

Get In Touch

Partnering

With The Best

  • salesforce_partner
  • microsoft_partner.png
  • magento_partner
  • amazon-webservices