Salesforce Data Migration Services
Seamlessly migrate from legacy CRM systems to Salesforce with zero data loss. Our proven methodology has successfully migrated millions of records for financial services firms.
Our Data Migration Process
We follow a structured, proven approach that ensures data integrity, minimizes risk, and delivers results on time
Assessment & Planning
We analyze your source data structure, quality, and volume to create a detailed migration plan
Data Mapping & Transformation
We map fields from your legacy system to Salesforce objects and define transformation rules
Test Migration & Validation
We perform test migrations to validate data accuracy and identify any issues before go-live
Production Migration
We execute the final migration with minimal business disruption and comprehensive validation
We Migrate From Any System
Our team has experience migrating data from all major financial services CRM platforms
Junxure
Learn More →Redtail
Learn More →Wealthbox
Learn More →Salesforce Classic
Learn More →Tamarac
Orion
Act!
Microsoft Dynamics
Custom databases
Excel/CSV files
Don't see your system listed? We can migrate from any source with data export capabilities.
Discuss Your MigrationWhy Choose Vantage Point for Your Migration
Our migration services are designed specifically for financial services firms with complex data requirements
Zero Data Loss
Our proven methodology ensures 100% data integrity throughout the migration process
Minimal Downtime
Strategic planning and execution minimizes business disruption during migration
User Training
Comprehensive training ensures your team can leverage the new system from day one
Documentation
Detailed mapping documentation provides transparency and future reference
Common Migration Scenarios
We handle migrations for various business situations
New Implementation
Migrating to Salesforce for the first time from legacy systems or spreadsheets
Mergers & Acquisitions
Consolidating data from multiple systems after M&A activity
System Upgrade
Migrating between Salesforce instances or upgrading to Financial Services Cloud
Frequently Asked Questions
Common questions about our Salesforce data migration process
How long does a typical data migration take?
Migration timelines vary based on data volume and complexity. A standard migration of 10,000-50,000 records typically takes 4-6 weeks, including planning, testing, and production migration. Larger or more complex migrations (100,000+ records or multiple sources) may take 8-12 weeks.
Will we lose any data during migration?
No. Our proven methodology includes comprehensive validation at every stage to ensure 100% data integrity. We perform multiple test migrations, detailed field mapping validation, and extensive quality checks before the production migration. We also maintain backup copies throughout the entire process.
Can we migrate from multiple source systems at once?
Yes. We frequently consolidate data from multiple CRM systems, especially in merger and acquisition scenarios. Our process includes careful duplicate detection, data deduplication, and master data management to ensure clean, consolidated data in your new Salesforce environment.
What happens if we discover issues after migration?
We provide comprehensive post-migration support including data validation, reconciliation reports, and issue resolution. Most migrations include a 30-day stabilization period where we monitor data quality and address any concerns. We also provide detailed rollback procedures as a contingency.
How much downtime should we expect?
We minimize downtime through careful planning and execution. Most migrations can be performed over a weekend with 24-48 hours of system downtime. For mission-critical systems, we can implement phased migration approaches that eliminate or reduce downtime significantly.
Do you migrate historical data and attachments?
Yes. We migrate all data types including historical records, attachments, documents, notes, activities, and relationships. We work with you to determine appropriate data retention policies and can archive or exclude older data if desired to optimize system performance.
Ready to Start Your Migration?
Let's discuss your data migration needs and create a plan that minimizes risk and maximizes success