Salesforce Migration to monday Sales CRM
Transfer your Salesforce data into monday sales CRM with minimal effort in two weeks or less!
Pre-requisites:
- Need monday sales CRM in your account
- Need ability to export .csv from Salesforce
Your Data Migration
Jumpstart your new sales management system with help from trained monday.com professionals
Seamless Experience
We do the heavy lifting and ensure all data is flawlessly transferred.
Intuitive Work OS
Moving to monday sales CRM enables a more intuitive work OS.
Cost-Effective Migration
Transferring your data out of Salesforce reduces your overall spend on tech.
What’s Included
Every Salesforce Data Migration comes with all the tools you will need to get started inside the monday Sales CRM
Kickoff
We explain how to export your Salesforce data and log in to your monday.com account.
Migration
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.
The Journey
In order to ensure a smooth onboarding and migration of Salesforce, we follow the stringent process below:
Kick-off
- Explain how to export CSV. files & share instructions
- Get logged in to client monday.com account as admin
- Install data transfer templates within monday sales CRM
- Schedule next call (1.5 weeks out)
Discovery + Customization Meeting
- Review imported contacts
- Review imported accounts
- Review imported notes / tasks
- Review imported leads
- Review the connection between contacts, accounts, and leads
Offline Between Calls
- Import CSV file into Google Sheets and connect to monday.com via API
- Sync data into monday.com boards
- Spot check and review data import
Deliverables
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
$2,000
- Dedicated Implementation Consultant
- 2 week migration window
- *monday Sales CRM purchased separately