Switching CRMs or migrating data to Salesforce often sounds straightforward—until teams run into broken fields, duplicate records, and frustrated users who can’t access accurate customer information. This is exactly why Salesforce migration services are not a luxury but a necessity. When migration is handled poorly, productivity drops, sales slow down, and trust in data erodes.
An industry survey in 2024 revealed that 44% of CRM migration projects exceed budget, and nearly 27% fail to meet their objectives. Not because Salesforce lacks capability—it’s one of the most powerful CRM platforms available—but because organizations underestimate the complexity of moving systems correctly.
The reality is clear: Salesforce is highly flexible and customizable, which makes planning critical. Knowing how to move to Salesforce successfully requires thoughtful preparation, accurate data mapping, structured user training, and post-migration optimization.
Why Migration Fails (And How to Avoid the Pain)
Three common ways that businesses mess up are:
1. They Think The Data Is "Clean."
It never is.
Most legacy CRMs contain duplicate records, inconsistent field formats (such as “CA,” “California,” and “Calif”), and missing data. Migrating poor-quality data into Salesforce simply turns it into an expensive repository of inaccuracies.
2. They Think Users Won't Adopt It.
A tool that no one uses is useless.
Forrester reports that 38% of CRM initiatives fail due to poor user adoption. Without a defined Salesforce adoption strategy, users often revert to spreadsheets and manual tracking—undermining the entire migration effort.
3. They Don't Do Process Mapping
You can’t migrate chaos.
If sales and service workflows are unclear, Salesforce will not magically fix them. Processes must be defined before data ever moves.
What a Good Salesforce Migration Really Looks Like
Professional Salesforce migration services go far beyond transferring data. A structured migration includes:
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Business and workflow analysis to align Salesforce with real operational needs
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Data audit and classification to identify obsolete, valuable, and transformable data
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Field and object mapping to ensure information lands in the right place
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Sandbox testing and migration validation
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End-user training and go-live support
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Post-migration optimization based on usage patterns
Any vendor promising a “quick lift-and-shift” without these steps should be a red flag. There are no shortcuts when it comes to Salesforce transition tips that actually work.
The Migration That Saved a Sales Team in Real Life
A mid-sized manufacturing company had customer data scattered across Google Sheets, Excel files, and a decade-old CRM. Sales reps tracked leads independently, and leadership had no reliable view of the pipeline.
They attempted a Salesforce move without planning—no data cleanup, no training, no adoption plan. The result:
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18% drop in sales rep productivity
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Delayed decisions due to inaccurate pipeline reports
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Seven months spent fixing avoidable issues
When the migration was re-executed correctly—with data cleansing, automation, and a structured Salesforce adoption strategy—the results were dramatic:
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29% faster lead response time
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21% improvement in pipeline accuracy
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Over two hours saved per rep each week
The takeaway is simple: do migration right, and it drives revenue. Do it wrong, and it creates chaos.
What does TeraQuint INC do well?
Data-First Mindset: They clean and check the data before moving it, making Salesforce a source of truth instead of just another data dump.
Business-Driven Workflows: They set up Salesforce to match the way you actually do business, not with a one-size-fits-all template.
Focus On User Adoption: They make sure your team knows how to use Salesforce and is comfortable doing so from the start.
Post-Migration Optimization: After going live, they improve dashboards, automation, and key performance indicators (KPIs) based on how people actually use them.
Most of their consumers see:
20–40% more productive sales teams
Better predictions in the first 90 days
A shorter lead lifecycle and less labor by hand
Most crucially, they don't just move; they help things grow.
Why You Shouldn't Do Your Salesforce Migration Yourself
While it’s technically possible to migrate Salesforce internally, this is what often happens:
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IT expects Sales to define requirements
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Sales assumes IT will manage workflows
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Data is moved but never transformed
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Users resist the new system post-launch
The result is rework, frustration, and lost time.
Working with experts delivers:
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Faster, predictable implementation
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Better system utilization
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Clear ownership and accountability
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Controlled cost and timelines
Skipping professional Salesforce migration services is like building a house without an architect—you might finish it, but structural issues are almost guaranteed.
Is It Time To Move Now
Ask yourself:
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Is your CRM slowing your team down and costing deals?
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Do you lack visibility into pipeline or sales performance?
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Are customer records still managed manually?
If you answered yes to any of these, it’s time to explore Salesforce migration services seriously.
Final Thoughts
Migration isn’t just about moving data—it’s a business upgrade. Salesforce can accelerate growth only when the transition is clean, strategic, and aligned with real objectives.
You have two options:
Take a risk with a low-cost vendor and pay more later—or get it right the first time with a trusted partner like TeraQuint INC.
Your data is one of your most valuable assets. Treat it accordingly.