Salesforce Migration

Move to Salesforce without the headaches

Migrating from another CRM or spreadsheets to Salesforce? We plan it, clean and migrate your data, map your processes and train your team — so you switch with confidence and your sales and service keep running.

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Clean, deduplicated data Reconciled & validated Rehearsed, low-risk cut-over Remote & on-site

Assess

What to move

Cleanse

Tidy data first

Migrate

Mapped & tested

Validate

Numbers match

25+Years in CRM & ERP

CertifiedSalesforce Consultants

End-to-EndSales, Service & Marketing

GlobalRemote & On-Site Delivery

See it in action

The Salesforce your team lands on

Clear dashboards, a clean pipeline and every account, contact and deal migrated into one place. This is the kind of Salesforce experience we move you to — your history preserved, your data reconciled and your team ready from the first day after cut-over.

CRM — Dashboard

CRM — Dashboard

Salesforce dashboard illustration showing KPIs, pipeline chart and activity

Leads

Leads migrated in full

Every lead, its owner and its source mapped across from your old CRM — nothing dropped in the move to Salesforce.

Opportunities

Pipeline carried across

Open deals, stages and values mapped to matching Salesforce stages, so your forecast survives the switch intact.

Forecast

Reconciled from day one

Reports and dashboards rebuilt on migrated data, with totals reconciled against the source so the numbers match.

Activity

History preserved

Calls, emails and meetings migrated onto one clean timeline, so nothing is lost when you leave the old CRM behind.

Illustrative interface previews

What we do

Your route to Salesforce

From any CRM or spreadsheets to a clean, trusted Salesforce org.

A Safe Switch to Salesforce

We de-risk your move with a clear plan, clean data migration and a rehearsed cut-over — so you leave your old CRM behind without losing history, momentum or trust in the data.

Assess
Cleanse
Migrate
Validate

Salesforce Migration Services

Migration Assessment

Understand your data, processes and what is worth bringing across.

Data Cleansing

Deduplicate and clean data before it lands in Salesforce.

Data Migration

Map and migrate accounts, contacts, deals and history.

Process Mapping

Recreate your sales and service processes in Salesforce.

Training & Cut-Over

Train users and switch over with a rehearsed plan.

Data audit & field mapping
Deduplication & cleansing
Migration, reconciliation & sign-off
Rehearsed cut-over & training

Zero lossHistory & records preserved

ReconciledSource totals matched

Any sourceCRM, spreadsheet or legacy

Why AppsXpert

A migration partner you can trust with your data

We’ve moved CRM and ERP data for a quarter of a century — so you get a rehearsed, reconciled migration to Salesforce, not a risky one-shot import.

Nothing left behind

Accounts, contacts, deals, history and attachments mapped and migrated — your important data comes across intact.

Reconciled, not just loaded

Every migration is validated against the source with a reconciliation report, so the numbers match and you can prove it.

Cleaner than before

We deduplicate and cleanse before the move, so you leave clutter behind and start Salesforce on trusted data.

Minimal disruption

A rehearsed cut-over and careful sequencing keep sales and service running while you switch to Salesforce.

Coverage

What we migrate from

We move you to Salesforce from almost any source.

Other CRMs

Spreadsheets

HubSpot

Zoho

Legacy Systems

Contacts & Accounts

Deals & Opportunities

History

Attachments

Integrations

When it’s time

Signs it’s time to move to Salesforce

If any of these sound familiar, a planned, low-risk migration will get your team onto one trusted CRM without losing history or momentum.

Plan your migration

What to expect

A rehearsed methodAssess, map, migrate and validate — run and reconciled before go-live.

Proof the data matchesA reconciliation report so nothing important is lost in the move.

Minimal disruptionA sequenced cut-over that keeps sales and service running.

You’ve outgrown your legacy CRM

Your current system can’t keep up with how the business now sells and serves.

Adoption has stalled

Your team avoids the old CRM, so the data is patchy and no one trusts it.

Dirty, duplicated data

Duplicates and stale records make reporting unreliable and follow-ups messy.

No mobile access

Reps can’t update deals or check accounts on the road, so records fall behind.

A licence renewal is looming

Your current contract is up — the right moment to move rather than renew.

A merger or consolidation

Multiple CRMs need to become one clean, unified Salesforce org.

Decision support

Lift-and-shift vs fresh start

Bring everything across, or take the chance to start clean? We help you decide.

Consideration

Lift-and-ShiftBring it across

Re-Design on SalesforceStart clean

Data

Migrate most of it

Migrate only what matters

Effort

Lower

A little higher

Cleanliness

Carries old clutter

Clean from day one

Processes

Mirror the old ways

Adopt best practice

Best fit when

Old CRM is well-kept

You want a clean slate

We help you decide what to carry across and what to leave behind for a clean Salesforce start.

How we work

A rehearsed, low-risk migration

Careful planning and validation keep your move safe and your data trustworthy.

Assess

Inventory your data, processes and integrations.

Map & Cleanse

Map fields and clean the data before migration.

Migrate

Run the migration in controlled, repeatable loads.

Validate

Reconcile migrated data against the source.

Cut-Over & Train

Switch over with a rehearsed plan and train users.

What you receive

Documents that de-risk your move

Everything you need to migrate with confidence and prove the result.

Migration PlanScope, approach and timeline.

Field MappingHow source data maps to Salesforce.

Data Cleansing PackDeduplicated, cleaned data.

Migrated OrgYour data live in Salesforce.

Reconciliation ReportProof that the numbers match.

Process ConfigurationYour processes recreated in Salesforce.

Cut-Over PlanA rehearsed switch-over plan.

Training & SupportUser training and post-migration help.

The payoff

What changes after the move

A clean, trusted Salesforce org your team adopts with confidence.

No data loss

History Preserved

Your important data and history come across intact.

No downtime drama

Minimal Disruption

A rehearsed cut-over keeps sales and service running.

Trusted data

Data You Can Trust

Reconciled, validated data from day one.

Fresh start

A Cleaner CRM

Leave old clutter behind and start clean.

Ways to engage

Choose how we move you

From a quick assessment to a fully managed migration.

First step

Migration Assessment

A focused study with a recommended approach and plan.

Data inventory
Field mapping
Costed plan

Recommended

Managed Migration

End-to-end migration delivered to a fixed plan.

Cleanse & migrate
Reconciled
Cut-over support

Data only

Data Migration

Just the data move into an existing org.

Field mapping
Loads & checks
Reconciliation

Together

Co-Migration

We migrate alongside your team.

Joint effort
Skills transfer
Shared ownership

In their words

“They moved us off our old CRM without losing a thing. The data came across clean, the totals reconciled to the penny, and our team barely felt the switch.”

Head of Sales OperationsB2B services company

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