Whether you’re moving to Salesforce from another CRM platform such as ACT, Zoho, Microsoft Dynamics, Sugar CRM or implementing a CRM system for the first time you’ll almost inevitably have to import your historical customer, transaction and company data into Salesforce. Such data could reside in your spreadsheets, documents, other systems, or even your email system.
Conam will help you identify the required data and the source systems it is available in. Our team will ensure that it is migrated to Salesforce with integrity and security.