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TechnologiesIndustriesPortfolioMove from outdated CRM systems to Salesforce with your business protected at every stage. Your data migrates safely, operations keep running, and the team experiences no disruption. You stay in business, Innowise handles the Salesforce migration services.
Move from outdated CRM systems to Salesforce with your business protected at every stage. Your data migrates safely, operations keep running, and the team experiences no disruption. You stay in business, Innowise handles the Salesforce migration services.
Moving to Salesforce grants your team a wide-angle view of every customer, drives down operational costs through intelligent automation, supports data-backed decisions, and gives a range of other gains:
You can add users, expand into new markets, or launch products — Salesforce doesn’t require rebuilds. You just reconfigure and adjust it in line with growth.
Enterprise-grade encryption, role-based access, and compliance with GDPR, HIPAA, and SOC 2 come standard in Salesforce. Your data remains protected and auditable.
Salesforce connects to your ERP systems, marketing platforms, accounting software, and communication apps. Your team gets a unified view instead of disconnected systems.
Salesforce provides real-time dashboards, custom reports, and AI-powered insights that show what’s happening in your business, so you can make data-backed decisions.
Your sales, service, and marketing teams work from the same platform with shared visibility. Everyone sees the same customer information in real time.
Eliminate repetitive tasks. Salesforce automates lead routing, follow-ups, approvals, and notifications. Your team can focus on work that actually requires human judgment and creativity.
Innowise has worked on various Salesforce projects: CRM migration for a growing business, a multi-org rollout across departments, and others. With us, you don’t have to change partners to keep up with new releases. We deliver the same practice to every engagement: certified, staffed, and structured for the long term.
Zero data loss
Minimal downtime
Seamless integrations
AI-powered automation
Our zero-data-loss approach and phased cutover secure your Salesforce migration.
We audit your setup, agree on the goals, map dependencies, and build a project plan with timelines and risk checks.
To migrate only accurate, consistent records into Salesforce, our team cleans, de-duplicates, and standardizes your data.
Before migrating your data, we map every field to its Salesforce equivalent, configure objects and relationships, and set up your workspace.
We transfer data in phases and off-hours to avoid pausing operations. If anything goes wrong, we can roll back the changes risk-free.
Our QAs run automated and manual tests, cross-reference records against the original systems, and fix issues before you start operating the system.
We manage the launch, monitor system behavior in real time, and provide hands-on Salesforce migration support, so your team doesn’t drop performance.
If you want to ballpark the ROI of Salesforce CRM migration services, count how many hours your team spends on manual reports, reconciling data across systems, or fixing duplicate records. For a 50-person sales team, that’s usually 200+ hours per month. Salesforce automation cuts to near zero. The migration pays for itself before you even factor in the revenue impact from better pipeline visibility.
A Salesforce migration is moving your customer data and tools to Salesforce. Legacy systems can be slow, risky, and lack modern functionalities. Migrating lets you catch up and increase the visibility and automation.
You can move your data from Microsoft Dynamics, HubSpot, Zoho, SugarCRM, Pipedrive, SAP CRM, Oracle Siebel, or custom-built legacy systems. We also handle moves from Salesforce Classic to Lightning, merge multiple accounts, or move you from on-premises to the cloud. No matter how old or complex your system is, we can get it moved over for you.
With your CRM, we move your ERP, marketing tools, support desks, accounting software, and communication channels. We aim to make your tech stack work cohesively with Salesforce.
Moving to Salesforce usually takes 3 to 5 months. For setups with fewer than 100,000 records and not much customization, we can finish in about 6 to 8 weeks. Larger companies with multiple legacy systems, lots of custom code, or integrations can plan for 4 to 6 months. It depends on how much data you have and how complex your system.
We move your data to Salesforce in seven steps: assessment, planning, data migration, setup, testing, launch, and support. We build a solution based on what we have learned about your system and business.
The one that catches almost every company off guard is data. It looks fine in the legacy system because you learned to work around the gaps. Once you start moving it, the duplicates, missing fields, and inconsistencies become evident. Beyond that, as Salesforce migration audit services providers, we often see custom logic built up over the years, undocumented integrations, and users reluctant to change how they work. None of these is a dealbreaker. Our approach helps mitigate them.
We use automated tests that check 100% of records between source and target systems. Before the move, we audit your data, then use verification reports to compare record counts and field values. We also run integrity checks on your data relationships and invite your team to validate samples of the information before the launch.
Less than you'd expect. We migrate in phases during off-hours and run parallel systems. When your teams continue working in the existing CRM, we’re building and testing Salesforce in the background. We aim to run a cutover over a weekend with 4-8 hours of planned downtime. If any issues, we have rollbacks ready.
A price tag without seeing your setup is unlikely to resemble the truth. It depends on how big and complex your existing system is. For small teams with a basic CRM, costs stay low. If you are a mid-sized company with hundreds of users and special workflows, it costs more because there is more data and rules to handle. For large enterprises with thousands of users and many integrations, the price reflects that complexity.
The first few weeks after cutover are when the questions arise. That’s when we're most present. We run around-the-clock support for 4-6 weeks: monitoring performance, fixing issues, and tuning configurations based on how your team uses the system. After that, we offer ongoing support that includes quarterly health checks, training, and advice on where you're getting value from Salesforce and where you're not.
When examining your current setup, we figure out how all the systems connect. Then, we rebuild those connections using Salesforce’s latest and most reliable methods. We test it, fix it, and switch you over. In addition, we pre-plan for Salesforce’s updates to keep your connections stable in the long run. At the end, we hand over guidance, so your team understands how systems work.
Your closed deals, resolved cases, and old campaigns — we bring all of it over with the original timestamps, ownership history, and audit trails. Also, we rebuild your dashboards so they look familiar. The goal is for your team to open Salesforce on day one and not feel like they're working with something new.
We plan for it. At every phase, there's a backup. If something critical breaks during cutover, we can quickly roll back to your previous CRM. In practice, we haven't had to do a full rollback in a long time, but the option is always there, and your team should know that going in. It tends to make the go-live weekend a lot less stressful.
We train your employees with a focus on their daily tasks. We involve users early in the design phase, so the system reflects how they work, not how someone assumed they do. In addition, we find internal "champions" to help their peers.
That said, we still do the guides and videos, and we keep listening for feedback after launch to fix frustrations.
Yes. We deal with such projects regularly: healthcare, finance, and government. We keep your data encrypted and make it auditable to meet standards like HIPAA, SOX, or GDPR. In addition, we configure your Salesforce environment to comply with regional data residency rules, so you stay compliant and gain the benefits of Salesforce.
