salesforce

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Migration

Migration

Migrate to Salesforce, zero disruption.

Migrate to Salesforce, zero disruption.

Migrate to Salesforce, zero disruption.

The move is where most data goes to die. We cleanse, dedupe, map, and validate, so you start on Salesforce with clean records and nothing lost.

Book a migration consultation

Trust Signals

01

Proven Salesforce expertise.

Decades of enterprise delivery experience, backed by certified Salesforce professionals and a global delivery footprint.

3+

3+

3+

3+

Years of Enterprise Delivery

Decades of Sedin enterprise delivery experience.

0+

0+

0+

0+

Years of Salesforce Focus

Dedicated Salesforce expertise and ISV partnership.

10+

10+

10+

10+

Certified Consultants

Certified Salesforce professionals across disciplines.

10+

10+

10+

10+

Clients · 90% Referenceable

Businesses served across industries and use cases.

2+

2+

2+

2+

Global Reach

Delivery experience spanning 25+ countries.

THE CONTEXT

Migration is where many Salesforce projects go wrong. Legacy CRMs often contain duplicates, incomplete fields, and years of messy data. Moving it all as-is simply moves the problem. A good migration is really a data project: decide what moves, clean it on the way, map it correctly, preserve the history that matters, and prove the numbers reconcile before anyone relies on them. Done well, migration is the moment your data gets better, not just relocated.

WHO THIS IS FOR

02

See where you fit

Legacy CRM

  • Moving off an old CRM

  • Homegrown or outdated system

  • Want the move done cleanly

System Consolidation

  • Data spread across systems

  • Should live in one org

  • Bringing it together in Salesforce

Messy Data

  • Years of duplicate records

  • Incomplete, inconsistent data

  • Needs cleaning during migration

History at Risk

  • Must preserve historical records

  • Attachments and notes matter

  • Need reporting continuity to be kept

WHAT'S INCLUDED

03

Everything you need to make Salesforce work

From strategy and configuration to integrations, automation, data, and adoption, we cover what it takes to deliver lasting value.

Migration strategy and mapping

A clear plan for what moves, what gets archived, and how every field maps to Salesforce.

Data cleansing and deduplication

We fix duplicates, gaps, and inconsistencies on the way in, not after go-live.

Legacy CRM migration

From HubSpot, Zoho, Dynamics, Pipedrive, spreadsheets, or a custom system.

Historical data and attachments

History, notes, and files are preserved, so nothing important is left behind.

Validation and reconciliation

We prove that record counts and key figures match before you trust the new org.

Post-migration data rules

Validation and governance, so the data stays clean after the move.

Cutover planning

A staged cutover with minimal downtime and a rollback path.

HOW WE WORK

04

A practical path from strategy to success

A practical path from strategy to success

STEP

01

Audit

We profile the source data to understand volume, quality, and structure.

02

Design

We define the mapping, the cleansing rules, and what to archive versus migrate.

03

Trial run

We migrate to a sandbox first and reconcile, so surprises happen safely.

04

Cutover

We migrate to production in a planned window with minimal downtime.

05

Reconcile

We validate counts and key figures and sign off with you before go-live.

WHY SEDCLOUD

05

Salesforce expertise with an outcome-first approach.

We combine deep platform knowledge, integration expertise, and innovation to build Salesforce solutions that scale with your business.

Integrator

We unify disconnected systems, legacy tools, and siloed data into a stable CRM and ERP foundation. Every team, one source of truth.

Accelerator

Deep platform expertise, proven methodology, and end-to-end project ownership mean you go live faster — and stay live.

Innovator

We embed intelligence into your CRM and ERP through AI, automation, and advanced analytics so your systems drive decisions, not just store data.

CASE STUDIES

06

What our clients say

  • "We've successfully partnered with Sedin since December 2021. Their Salesforce team is very professional with excellent technical skills and a focus on the outcome"

    Ruchir Desai

    BSA Limited

  • "Sedin's Salesforce team has made a huge difference in our productivity and stability. We were quite impressed with their technical prowess, professionalism, and outstanding communication"

    Steve Soto

    CTO, Aroma360

"We've successfully partnered with Sedin since December 2021. Their Salesforce team is very professional with excellent technical skills and a focus on the outcome"

Ruchir Desai

BSA Limited

"Sedin's Salesforce team has made a huge difference in our productivity and stability. We were quite impressed with their technical prowess, professionalism, and outstanding communication"

Steve Soto

CTO, Aroma360

INDUSTRIES WE SERVE

07

The Sedin Advantage

Sedin is your end-to-end technology partner. We help you minimize complexity and move from fragmented systems to functional clarity.

Financial Services

Move client, account, and transaction history into Salesforce cleanly, with balances and records reconciled.

Financial Services

Legal Technology

Migrate case files, contacts, and documents into Salesforce without losing history or continuity.

Legal Technology

Consumer Products & Retail

Consolidate customer, order, and loyalty data from legacy systems into a single Salesforce org.

Consumer Products & Retail

Field Services

Bring asset, work order, and service history into Salesforce Field Service intact.

Field Services

Manufacturing & Distribution

Migrate account, partner, and order data into Salesforce with nothing important left behind.

Manufacturing & Distribution

Professional Services

Consolidate client, project, and engagement history into one clean Salesforce foundation.

Professional Services

Healthcare & Life Sciences

Move patient and provider records securely, preserving history and meeting compliance needs.

Healthcare & Life Sciences

SaaS & Technology

Migrate customer, subscription, and support data into Salesforce with records validated and reconciled.

SaaS & Technology

  • Financial Services

    Move client, account, and transaction history into Salesforce cleanly, with balances and records reconciled.

  • Legal Technology

    Migrate case files, contacts, and documents into Salesforce without losing history or continuity.

  • Consumer Products & Retail

    Consolidate customer, order, and loyalty data from legacy systems into a single Salesforce org.

  • Field Services

    Bring asset, work order, and service history into Salesforce Field Service intact.

  • Manufacturing & Distribution

    Migrate account, partner, and order data into Salesforce with nothing important left behind.

  • Healthcare & Life Sciences

    Move patient and provider records securely, preserving history and meeting compliance needs.

  • Professional Services

    Consolidate client, project, and engagement history into one clean Salesforce foundation.

  • SaaS & Technology

    Migrate customer, subscription, and support data into Salesforce with records validated and reconciled.

  • Financial Services

    Move client, account, and transaction history into Salesforce cleanly, with balances and records reconciled.

  • Legal Technology

    Migrate case files, contacts, and documents into Salesforce without losing history or continuity.

  • Consumer Products & Retail

    Consolidate customer, order, and loyalty data from legacy systems into a single Salesforce org.

  • Field Services

    Bring asset, work order, and service history into Salesforce Field Service intact.

  • Manufacturing & Distribution

    Migrate account, partner, and order data into Salesforce with nothing important left behind.

  • Healthcare & Life Sciences

    Move patient and provider records securely, preserving history and meeting compliance needs.

  • Professional Services

    Consolidate client, project, and engagement history into one clean Salesforce foundation.

  • SaaS & Technology

    Migrate customer, subscription, and support data into Salesforce with records validated and reconciled.

FAQ

04

What teams usually want to know first

Can you migrate from our current CRM?

Will we lose historical data?

How long does migration take?

Do you migrate into a sandbox first?

What about downtime?

Speed to value, without boxing you in.

Dirty or missing data poisons adoption from day one. We'll cleanse, migrate, and validate so your org starts clean.

Book a migration consultation

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

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