No legacy database is perfect. If it were, you wouldn’t be here reading about replacing yours! If you’ve considered migrating data over to Salesforce, but you’re uncertain if it’s the right move for your business, consider the consequences of leaving that data where it is:
Analytics problems. If the information isn’t recorded correctly, you cannot account for it.
Customer relationship issues. If corrupted data results in the wrong information being sent to customers, incomplete orders, or failure to resolve customer issues in a timely manner, you risk losing business.
Usability problems. If your current system isn’t working properly, no one will want to use it.
At some point, practically every company goes through a data migration process, and it’s not uncommon to experience a few hiccups along the way. This is often due to underestimating the complexity of the project, a lack of resources, or poor planning. No matter how much time and effort you invest in your new system, allocating sufficient resources to the data migration project is a must.
As South Florida companies increasingly transition into cloud computing, Salesforce Jedis help them import critical data into their new Salesforce platform from their antiquated legacy systems. We’re involved in the entire data migration process – from import to data transformation, to testing. We can migrate data away from databases, flat files, and numerous CRM platforms, including Oracle, Sugar CRM, QuickBase, and Zoho CRM. During this process, we will:
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Ensure the proper assignment of leads, contacts, and accounts to applicable users
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Import opportunities, contacts, accounts, and any other custom data
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Conduct cross-checks with the current system to prevent duplicates
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Utilize pre-import cleanup strategies to ensure that reporting remains accurate
There are a couple of important preliminary steps that must be taken prior to importing data into Salesforce. First, we’ll identify the current location of all of your company and customer information. It could be in a legacy CRM system, internal databases, an email client, an accounting system, or spreadsheets. Next, you must determine which pieces of that information you’d like to have in Salesforce. Once we’ve located the sources of your company data and you’ve identified the information you’d like to migrate into Salesforce, we’ll use the following data migration process:
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Analyze your current data repository to understand how it has been customized and used
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Create a backup of the current database
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Identify tables for import
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Field mapping
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Scripting
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Initial import
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Client validation and corrections
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Client approval
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Final backup delivered
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Final import
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Go live
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Post-installation support
