It seems easy to switch CRMs or move your data to Salesforce, but then you get stuck with faulty fields, duplicate records, and irate users who can’t access their customer information. That’s why there are Salesforce migration services. It’s not a luxury; it’s necessary because doing it badly can hurt productivity, sales, and trust in the data.
A survey of the industry in 2024 found that 44% of CRM migration projects go over budget and about 27% don’t achieve their goals at all. Not because Salesforce isn’t powerful—it is—but because firms don’t realize how hard it is to move.
Here’s the hard reality if you’re thinking about moving: Salesforce isn’t as easy as it seems. It can be changed and adapted, which is why moving to it needs careful planning, data mapping, user training, and optimization after the move.
Let’s take a closer look at what that entails.
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.
Your existing CRM or system probably has duplicate leads, fields that aren’t formatted the same way (such “CA,” “California,” and “Calif” all meaning the same thing), or fields that are missing.
If you put unclean data into Salesforce, it becomes an expensive trash can.
2. They Think Users Won’t Adopt It.
A tool that no one uses is useless.
Forrester data shows that 38% of CRM projects fail because of problems with getting people to use them. Users will keep putting customer data in spreadsheets if they don’t know how to use Salesforce. That goes against the whole concept.
3. They Don’t Do Process Mapping
You can’t move chaos. Salesforce won’t instantly cure your sales or service workflows if they aren’t already clear.
What a Good Salesforce Migration Really Looks Like
Moving data isn’t the only thing that a professional migration does. It takes an organized, disciplined approach:
Analysis Of Business And Workflow
(What do your teams need to do, and how might Salesforce help them do it?)
Data audit and classification: What data is junk, what is useful, and what has to be changed?
Field and object mapping (making sure your data goes to the proper place in Salesforce).
Testing migration and validating the sandbox
Training users and helping them go online
Improvement after migration
It’s a bad sign if a vendor skips any of these processes or promises a “quick lift and shift.” There is no such thing as a successful shortcut when moving to a new CRM.
The Migration That Saved a Sales Team in Real Life
A mid-sized manufacturing firm had client data spread out throughout Google Sheets, Excel files, and a CRM that was ten years old and no one liked. Salespeople kept track of leads using their own templates. Management had no idea how healthy the pipeline was.
They moved to Salesforce, but they didn’t have a plan in place.
No training, no cleaning up data. What happened?
18% less productive sales reps
Decision-making lagged because pipeline reports were false
For the next seven months, they fixed mistakes that could have been prevented.
The organization saw the following once the project was done right, with data cleaning, automation setup, and user adoption sessions all done up front:
29% faster time to respond to leads
21% improvement in pipeline accuracy
More than two hours saved every week for each rep
Translation: Doing migration well means making money. If you do it wrong, there will be mayhem.
TeraQuint INC: Where a Strong Partner Makes the Difference
Choosing the correct partner is the most important thing you can do to make sure your relocation goes well. TeraQuint INC is a good choice.
TeraQuint INC is a top IT and strategy consulting company that helps small and medium-sized businesses (SMBs) expand, move to the cloud, and go digital.
They don’t merely “move your data.” They first question what you think you know, look at how you do things now, then build a migration plan that gets rid of hazards from the start.
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
Could you technically do the migration yourself? Yes. But this is what generally happens:
IT thinks that Sales will set the needs.
Sales thinks that IT will take care of complicated workflows.
Moving data doesn’t change it.
After the launch, users say, “This isn’t helping me.”
Time to fix the damage.
When you work with specialists, it means:
Faster implementation
Better use of the system
More responsibility
Cost and time are easy to guess.
Not getting help from an expert is like building a house without an architect. You can hammer boards together, but don’t be surprised if the ceiling falls down.
Is It Time To Move Now?
Think about:
Is your CRM making your team work slower, which is costing you deals?
Do you not have a clear view of your sales or pipeline performance?
Are you stuck keeping track of customer records by hand?
If you checked even one box, you should really look into Salesforce migration services.
Last thought: Don’t think of migration as just moving data; think of it as an upgrade for your business.
Salesforce can help your organization develop, but only if the migration is planned, clean, and connected to genuine business goals.
You have two choices:
take a chance on the cheapest vendor, risk a botched implementation, and pay double later, or
Get it done right the first time by working with a partner like TeraQuint INC.
The information you have is the most important part of your business. Don’t take it lightly.
Ready to Transform Your Business?
Book a 30-minute discovery call with a senior consultant today.Â
