Salesforce Migration & Integration Services
Data migration is a complex and tricky task that needs expertise and the right technical methodologies. Migrating and integrating data from one CRM system to another has its own set of challenges.
Our Salesforce Migration and Integration experts work proficiently to deliver seamless and successful Salesforce migration and integration services by deploying the best practices to manage data, reduce risks, and eliminate errors.
THE MIGRATION PROCESS
Risk-free Salesforce Migration
Services by Techsearch
Mapping the plan
Before commencing data migration, our consultants begin with mapping out a detailed, thorough migration plan
Selecting the data
From the overall data gathered by different teams, we select and filter the most relevant data for the client’s business.
Mapping the data
In cases of lack of sales records in the CRM system, our experts offer initiate data cleansing and data deduplication.
Migrating the data
Based on the client’s data volume and complexity, we migrate the data from other source systems using the latest tools.
After migrating the data to Salesforce, we run tests to ensure that all the data is transferred successfully without any errors.
Integrating the data
During the data migration process, we take data protection as a priority. We ensure that the data accuracy is maintained throughout.
How does Techsearch
Overcome Migration Challenges?
Every kind of data migration and integration has a set of challenges and migrating to Salesforce is no different. Our Salesforce experts overcome such challenges in the following ways:
We migrate small data sets instead of bulk migration
We remove unnecessary and duplicate data fields
We run a bunch of tests to ensure smooth data integration
We conduct regular sprints to ensure cohesiveness
Our Salesforce Integration Services
When running key functions in an organization with the help of varied software systems, integrating Salesforce plays a crucial role. Integrating software systems with Salesforce is extremely helpful in ensuring a smoother flow of data between departments, along with automated data synchronization and single access for users.
Techsearch provides Salesforce third-party Integration solutions for ERP, Accounting, Marketing automation, CTI, E-commerce, Collaboration systems, Personal Planner, and email.
Salesforce integration with ERP aligns the marketing & sales processes with the resource management processes. It provides the sales team access to all important customer-related data such as previous buying history, inventory, old invoices, and product shipment details through the integrated CRM system. As the expert Salesforce Integration Company, we provide effective integration solutions with today’s leading ERP systems including SAP ERP, MS Dynamics 365, Oracle ERP Cloud, NetSuite, and others.
Let the Salesforce Integration Company do a seamless Salesforce interaction job with the existing accounting system. As a result, you can share endless volumes of financial data with the marketing and sales team. You can enhance your customer profiles, get valuable data-driven insights, manage inter-company transactions, generate accurate forecast reports, and track daily/monthly invoice payments. So let us do integration activities of different accounting systems such as QuickBooks with Salesforce.
Marketing Automation Integration
Enable marketing teams to establish organic lead nurturing with easy interaction of Salesforce CRM and the marketing systems. It helps marketers to find and connect with cold leads and strategize successful marketing campaigns. It offers complete transparency on sales figures as well as empire a consistent customer experience. Be it Marketo, HubSpot, MailChimp, Eloqua, or Constant Contact, we provide all types of top integration solutions.
Connecting third-party computer-telephony integration (CTI) systems with Salesforce, or even activating the CTI toolkit within the platform, can help you increase sales along with boosting service quality and speed. Our Salesforce Integration services can help your organization in improving call management via identifying and routing incoming calls and automatically recording and logging calls.
We, at Techsearch, provide integration with major e-commerce platforms such as Magento, Shopify, and others. An integration of such platforms with Salesforce enables your organization to improve the quality of customer service as well as increase revenue per customer.
Collaboration System Integration
Integrate Salesforce with all services that are associated with collaboration systems such as Microsoft Sharepoint. It facilitates organizations with an easy approach to saving license costs and provides the employees with easy-to-use collaborative tools to manage projects flexibly. It also eliminates all collaboration system pitfalls, such as system downtime, document duplication, and integration with a CRM tool.
Email Integration with Personal Planner
Increase your employees’ productivity with easy integration between Salesforce Cloud and the Personal Planner Software, i.e. Microsoft Exchange and Outlook. As a result, the personal data gets auto-synced with Salesforce including emails, contacts, calendar entries, appointments, and tasks. As a proud Salesforce CRM Development Services provider, we offer all our clients the needed assistance in email integration to ensure a smooth transition process.