Salesforce Migration to monday CRM
Transfer your Salesforce data into monday CRM with minimal effort in two weeks or less!
- Need monday CRM in your account
- Provide our team admin access to Salesforce
Your Data Migration
Jumpstart your new sales management system with help from trained monday.com professionals
Experiencia Fluida
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.
Qué está incluido
Every Salesforce Data Migration comes with all the tools you will need to get started inside the monday Sales CRM
Sesión de Inicio
We explain how to export your Salesforce data and log in to your monday.com account.
Migración
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.
El Recorrido
In order to ensure a smooth onboarding and migration of Salesforce, we follow the stringent process below:
Session 1
Lanzamiento
- Gain admin access to Salesforce
- Login to account & install templates in monday.com
- Schedule delivery call (1-2 weeks out)
Offline
Ejecución
- 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
Entregables
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
- Dedicated Implementation Consultant
- 2-week migration window
*monday CRM purchased separately
Paquetes de CarbonWeb
para todo su workflow
Estamos aquí para ayudar a su empresa a crecer en monday.com. Haga clic debajo para ver todos los paquetes que ofrecemos actualmente para monday.com.
