Seamless Salesforce Data Migration

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.

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THE MIGRATION PROCESS

Risk-free Salesforce Migration Services by Algoworks

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.

Testing

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 Algoworks

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
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Salesforce® Integration Company

From large scale financial solutions to smart content management solutions, we integrate all.
Salesforce Integration
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Salesforce Integration Through Custom Adapter

We design and develop custom integration solutions that help integrate 3rd party solutions with Salesforce® via highly flexible and extendable self hosted or Force.com® hosted integration apps.

We also help organization, especially Software Vendors, develop Saleforce AppExchange® integration apps.

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.

Algoworks provides Salesforce third-party Integration solutions for ERP, Accounting, Marketing automation, CTI, E-commerce, Collaboration systems, Personal Planner, and email.

ERP integration

ERP integration with Salesforce aligns the sales and resource management processes and offers sales reps the ability to directly get customer-related data such as inventory, invoices, and shipment into their CRM system. We provide Integration with some of the leading ERP systems such as Microsoft Dynamics 365, NetSuite, Oracle ERP Cloud, SAP, and others.

Accounting integration

Salesforce Integration Company will integrate Salesforce for you with an accounting system helps you share financial data with the sales team and also to enhance customer profiles, generate accurate forecasts, get insights driven by financial data, and manage intercompany transactions and invoices. Algoworks offers integrating accounting systems like QuickBooks, and more with Salesforce.

Marketing automation integration

Integration between CRM and marketing systems enables teams to get established lead nurturing, connecting with cold leads, and marketing campaigns that have a transparent influence on sales, as well as, a stable customer experience. Some of the top integrations which we provide are MailChimp, Marketo, HubSpot, Eloqua, and Constant Contact.

CTI integration

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.

E-commerce integration

We, at Algoworks, 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

Salesforce integration services with collaboration systems like Sharepoint facilitates organizations to save on licenses and also helps in giving employees more flexibility when they collaborate on projects. It eliminates all the pitfalls, such as document duplication and downtime, associated with integration between a CRM and a collaboration tool.

Personal planner and email integration

Boost your staff’s productivity with integration between Salesforce and personal planning software such as Outlook and Microsoft Exchange which results in the syncing of emails, tasks, contacts, and appointments. Being a Salesforce integration company, we provide the required assistance in ensuring smooth integration with all major email clients.

Need assistance on Salesforce Migration & Integration?

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