data migration

the goal is to move the information your business relies on into salesforce accurately and completely. dotts works through the migration process carefully, validating the data before it becomes part of the new system.

yes - information can be migrated from spreadsheets, legacy systems, existing crms’, and other sources depending on the business requirements.

yes - customer records, activities, notes, opportunities, and other historical information can be migrated so teams can continue where they left off.

not always. the first step is understanding the data that needs to move. from there, any issues, duplicates, or gaps can be identified and addressed if required.

before go-live. this helps ensure the information moved into salesforce is as current and relevant as possible.

the migration is usually planned around the implementation timeline to minimise disruption and help teams transition smoothly.

dotts focuses on moving the information the business relies on into salesforce accurately, validating the results, and helping ensure teams are ready to continue working without interruption.