Salesforce Data Migration & CRM Modernization Services | Techboostr

Legacy systems, outdated CRMs, and fragmented data slow down business growth. At Techboostr, we specialize in Salesforce Data Migration and CRM Modernization to help businesses move from outdated systems to a secure, scalable, AI-ready Salesforce ecosystem.

We ensure zero data loss, minimal downtime, and complete business continuity while modernizing your CRM architecture for the future.

What Is Salesforce Data Migration?

Salesforce Data Migration is the process of transferring data from:

Legacy CRM systems
On-premise databases
Excel and flat files
ERP systems
Marketing platforms
Custom applications

…into Salesforce with accuracy, integrity, security, and validation.

But migration alone is not enough.

That’s why Techboostr focuses on CRM Modernization, not just data movement.

What Is CRM Modernization?

CRM modernization means transforming your old CRM into a future-ready, intelligent, cloud-native system.

It includes:

Data restructuring
Process automation
UI/UX modernization
API-based integrations
AI enablement
Performance optimization
Security upgrades
Scalability redesign

Why Choose Techboostr for Salesforce Data Migration?

Most migrations fail due to poor planning, dirty data, and lack of domain expertise.

We solve that.

Our Strengths

Salesforce-certified architects
Zero-downtime migration strategies
AI-ready data models
Industry-specific frameworks
End-to-end ownership
Strong Apex, LWC & API expertise
Enterprise security standards
Full validation & reconciliation

Our Salesforce Data Migration Services

1. Migration Strategy & Planning

We begin with a detailed assessment:

Legacy system audit
Data source analysis
Object mapping
Dependency mapping
Risk assessment
Migration roadmap
Downtime planning

2. Data Cleansing & Normalization

Bad data kills CRM performance.

We fix:

Duplicates
Incomplete records
Inconsistent formats
Invalid references
Orphaned data
Redundant records

3. Data Transformation

We restructure your data for Salesforce:

Field mapping
Schema redesign
Data enrichment
Relationship modeling
Custom object conversion

4. Secure Data Migration

We migrate using:

Salesforce Data Loader
APIs
Middleware
ETL tools
Custom Apex scripts
MuleSoft

5. Validation & Reconciliation

Every record is validated:

Record counts
Referential integrity
Parent-child relationships
Field-level accuracy
Attachments
History tracking

6. CRM Architecture Modernization

We redesign:

Data models
Business processes
Security models
Sharing rules
Role hierarchies
Automation logic

7. UI/UX Modernization

We rebuild using:

Lightning Experience
Custom LWC interfaces
Dynamic forms
Guided flows
Mobile-ready layouts

8. Workflow Automation

We modernize workflows with:

Salesforce Flow
Approval automation
AI-based triggers
Smart routing
Predictive actions

9. AI Enablement

We prepare your CRM for:

Einstein AI
Predictive analytics
Intelligent segmentation
AI-driven insights

10. Post-Migration Optimization

We don’t stop after go-live.

We optimize:

Performance
Load time
Query efficiency
API usage
Storage
Automation logic

Legacy Systems We Migrate From

SAP
Oracle
Microsoft Dynamics
Zoho CRM
HubSpot
SugarCRM
Pipedrive
Freshsales
Custom CRMs
On-premise databases

Salesforce Clouds We Migrate To

Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
Commerce Cloud
Health Cloud
Financial Services Cloud

Our Salesforce Migration Process

Step 1: Discovery

Business and technical assessment.

Step 2: Data Audit

Quality, volume, and structure analysis.

Step 3: Mapping

Source-to-target mapping.

Step 4: Cleansing

Data cleanup & normalization.

Step 5: Pilot Migration

Test migration run.

Step 6: Validation

Accuracy & integrity testing.

Step 7: Final Migration

Production cutover.

Step 8: Optimization

Performance & UX upgrades.

Business Benefits of CRM Modernization

Faster operations
Better user adoption
Improved data accuracy
Lower maintenance cost
Real-time insights
AI readiness
Higher productivity
Stronger compliance

Industry-Specific CRM Migration

Real Estate

Property database migration
Lead management upgrade
AI-powered buyer matching

Healthcare

Patient records
HIPAA-ready systems
Smart triaging

Finance

Transaction history
Compliance-ready structures
Fraud detection enablement

Retail

Customer profiles
Order history
Omnichannel data

SaaS

Subscription models
Usage tracking
Churn prediction enablement

Salesforce Technologies We Use

Apex
LWC
REST APIs
SOAP APIs
MuleSoft
Salesforce Flow
Data Loader
Heroku
AWS
Azure

Salesforce Data Migration & CRM Modernization Services