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Salesforce Migration to monday CRM

Transfer your Salesforce data into monday CRM with minimal effort in two weeks or less!

Pre-requisites:

Your Data Migration

Jumpstart your new sales management system with help from trained monday.com professionals

Seamless Experience

We do the heavy lifting and ensure all data is flawlessly transferred.

Intuitive Work OS

Moving to monday CRM enables a more intuitive work OS

Cost-Effective Migration

Transferring your data out of Salesforce reduces your overall spend on tech.

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What’s Included

Every Salesforce Data Migration comes with all the tools you will need to get started inside the monday Sales CRM

Kickoff

We explain how to export your Salesforce data and log in to your monday.com account.

Migration

Offline we’ll migrate all your data from the exported CSV into your monday sales CRM boards.

Review

We’ll sync with you to review the migration, showing you where all your data is now stored.

The Journey

In order to ensure a smooth onboarding and migration of Salesforce, we follow the stringent process below:

Session 1

Kick-off

  • Gain admin access to Salesforce
  • Login to account & install templates in monday.com
  • Schedule delivery call (1-2 weeks out)

Offline

Execution

  • Setup migration API and sync data to monday.com boards
  • Spot check and review imported data

Session 2

Review

  • Review the migrated data in new locations
  • Ensure connected data is as expected
  • Complete a satisfaction survey

Deliverables

These deliverables encompass the essential components and milestones that will drive the successful migration of your Salesforce data.

  • Import up to 5000 Contacts
  • Import up to 5000 Accounts
  • Import up to 5000 Leads
  • Import Notes & Tasks into associated accounts as updates
  • Connect Accounts, Contacts, and Leads together with connected columns
$2,160
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  • Dedicated Implementation Consultant
  • 2-week migration window

*monday CRM purchased separately

CarbonWeb offers packages for all your workflow needs

We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.

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