Salesforce Migration
Seamlessly transition to Salesforce with zero disruption, AI-powered data integrity, and a scalable foundation designed for long-term growth and measurable ROI
Migrate with Confidence. Scale with Intelligence
At TechMatrix Consulting, we help businesses transition from legacy CRMs or complex excel sheets to Salesforce through secure, seamless, and intelligent migration services. Whether you’re migrating from spreadsheets, custom-built tools, or other CRMs like HubSpot, Zoho, or Dynamics, our AI-powered approach ensures data integrity, zero downtime, and a future-ready CRM environment.
We don’t just move your data—we transform how your business works with it.
Seamless, Secure, and Scalable Salesforce Migration Services
Our end-to-end migration services are designed to ensure every byte of data, every workflow, and every customer interaction is transitioned accurately and efficiently.
Legacy System Assessment
- System Landscape Evaluation
- Business Process Mapping
- Data Structure & Schema Analysis
- Goal Alignment & Success Metrics
- AI-Driven Readiness Assessment
- Phased Migration Strategy
Data Mapping & Cleansing
- Data Cleansing & De-duplication
- Standardization of Formats & Fields
- Validation & Accuracy Checks
- Data Enrichment
- AI-Powered Security & Quality Audits
- Pre-Migration Data Testing
Automated Data Migration Tools
- Automated Migration Workflows
- AI-Powered Error Detection
- Use of Trusted Migration Tools
- Zero Downtime Execution
- Incremental Migration Support
- Migration Logs & Audit Trails
Custom Object & Field Mapping
- Custom Field Mapping
- Relationship & Hierarchy Configuration
- Custom Object Support
- Automation Rule Alignment
- Detailed Mapping Documentation
- Usability-First Configuration
Post-Migration Validation & QA
- Pre and Post Migration Data Validation
- Data Reconciliation Audits
- Functional Testing of Workflows
- Report & Dashboard Verification
- Issue Logging & Resolution Tracking
- User Acceptance Testing (UAT)
User Enablement & Go-Live Support
- Role-Based User Training
- Change Management Strategies
- Interactive Learning Resources
- Instructor-Led Sessions & Live Demos
- Guided Go-Live Support
- Post-Go-Live Monitoring & Feedback
Why Choose TechMatrix for Salesforce Migration?
Because we make migration seamless, intelligent, and aligned with your long-term business goals.
Zero Downtime, Zero Data Loss
We migrate your data securely in the background so your operations stay uninterrupted throughout the process.
AI-Driven Data Optimization
Our intelligent tools detect duplicates, inconsistencies, and outdated records before they ever reach your new CRM.
Legacy System Expertise
We’ve migrated clients from Excel, on-prem CRMs, and cloud platforms like Zoho, HubSpot, Freshsales, and more.
Custom-Tailored Migration Plans
We connect Salesforce to ERPs, marketing platforms, support systems, data lakes, payment gateways, and more.
Scalable & Future-Ready Architecture
From field mapping to module reconfiguration, we align the new setup with your specific workflows and team structure.
ROI-Focused Strategy
Beyond just moving your data, we help you clean it, structure it, and leverage it for better business outcomes post-migration.
Work Portfolio
Explore how we’ve empowered businesses across industries with intelligent, AI-driven strategies and tailored Salesforce solutions that deliver measurable impact.
BMW & MINI Drive Excellence in Customer Engagement Across Southeast Asia
Transformed Feedback Management at Canara Bank
Elevated CX Through Salesforce Service Cloud & Feedback Management Implementation for Indigo Airlines
Transformed Customer Support for Swiggy With Salesforce Service Cloud Implementation
Bosch Transformed Website Interactions with Agentforce Implementation
Trusted by Industry Leaders, Powered by Results
FAQ
TechMatrix Consulting offers end-to-end Salesforce Migration services, covering data assessment, mapping, cleansing, secure transfer, validation, and system optimization. The team ensures a seamless transition from legacy systems, on-premise CRMs, or older Salesforce instances to the latest Salesforce platform.
TechMatrix Consulting can migrate a wide range of data, including contacts, accounts, leads, opportunities, activities, custom objects, files, and historical records. The team ensures that all critical business data is preserved and accurately mapped during the migration process.
TechMatrix follows a structured migration methodology that includes data profiling, cleansing, de-duplication, test migrations, and validation checks. Automated tools and manual reviews are used to ensure data accuracy, consistency, and completeness throughout the process.
Yes, TechMatrix has extensive experience in managing complex and large-scale migrations involving millions of records, multiple data sources, and custom configurations. The team ensures minimal downtime and business disruption while maintaining high performance and compliance standards.
Let’s connect with our experts and transform your business
Whether you are looking to start from scratch or re-engineer your system, we’d love to hear from you.
