Migrate your operations to Salesforce without breaking workflows or putting your data at risk. Providus delivers end-to-end Salesforce migration services that move your org to a scale friendly CRM, with careful planning, testing, and full control at
every step.
Choose an option to see how we support your Salesforce migration
If your current CRM can no longer support your growth, moving to Salesforce is the next step. But CRM migration is not simple. Every system stores data, rules, and relationships differently.
As a certified Salesforce partner, we map your existing CRM to Salesforce the right way. This ensures your data, workflows, and reports continue working as expected after the migration.
Your sales workflows are stitched together with workarounds. Instead of clean automation, you’ve got reps juggling tasks across emails, Slack, and spreadsheets
Your CRM data is all over the place. Duplicate records, missing fields, and inconsistent inputs make reporting slow and unreliable. Only a trusted Salesforce development partner can help you here.
Your integrations keep breaking. If your tools, systems, and platforms are not well synced with your Salesforce org, you need to partner with a certified Salesforce development company.
We remove duplicates, fix formats, and validate records before migration. This ensures Salesforce starts with reliable data, not old problems carried forward.
Your approvals, rules, and processes do not disappear after migration. We rebuild them in Salesforce so teams can keep working the same way.
We plan test runs and phased cutovers so sales, service, and marketing teams stay operational during migration.
With correct field mapping and data structure, your dashboards and reports remain accurate after the move.
Your new org is set up to handle more users, more data, and new tools as your business grows.
We recreate roles, permissions, and sharing rules so the right people see the right data after migration.
Salesforce Classic and Lightning differ across layouts, automation, reporting, and user experience. Our Salesforce Classic to Lightning migration focuses on more than UI changes. We handle Salesforce data migration while also reviewing workflows, reports, permissions, and custom logic that may not behave the same way in Lightning.
We assess existing workflow rules, approval processes, Visualforce pages, and reports, then rebuild them using Flow, Lightning pages, and supported components. This ensures data migration in Salesforce does not disrupt daily work. As part of our Salesforce migration services, we validate user access, test reports, and confirm automation behavior before go-live so teams can migrate to Salesforce with confidence.
What’s included:
Our Salesforce data migration services cover the structured movement of data into Salesforce from CRMs, spreadsheets, and databases. This includes accounts, contacts, activities, custom objects, relationships, and historical records. We focus on accuracy, data quality, and reporting stability.
As a Salesforce data migration consultant, we start with cleanup and deduplication to prevent old data issues from entering Salesforce. We then perform test imports, validate record counts, and confirm relationships before final data migration to Salesforce. This approach ensures dashboards, automation, and reports work correctly once teams migrate data to Salesforce.
What’s included:
The CRM module of Microsoft Dynamics 365 uses a different structure for entities, relationships, and activities. Our Microsoft Dynamics 365 to Salesforce migration focuses on accurate data migration to Salesforce while preserving relationships and reporting logic.
We review Dynamics entities, custom fields, and activity history, then map them to Salesforce objects. As part of our Salesforce migration services, we validate record ownership, security roles, and reports to ensure teams can migrate to Salesforce without losing historical context or access.
What’s included:
Zoho CRM often creates limits as teams grow in size and complexity. Our Zoho to Salesforce migration focuses on clean Salesforce data migration instead of copying unused or poor-quality data into the new system.
We migrate data to Salesforce after removing duplicates, fixing formats, and restructuring fields where needed. As part of our Salesforce data migration services, we rebuild workflows and validate reports so Salesforce works correctly from day one.
What’s included:
Pipedrive pipelines, stages, and activities require careful handling during Salesforce migration. Our Pipedrive to Salesforce migration aligns deals, contacts, and activities with Salesforce opportunities and related objects.
We handle asset and data migration in Salesforce by mapping stages, ownership, and activity history correctly. As part of our Salesforce migration services, we test reports and access rules so pipelines remain accurate after teams migrate to Salesforce.
What’s included:
SugarCRM setups often include heavy customization and complex relationships. Our SugarCRM to Salesforce migration delivers structured Salesforce data migration services that preserve these relationships while improving data quality.
As Salesforce data migration consultants, we review custom fields, modules, and access rules before data migration to Salesforce. We then validate records, relationships, and permissions so teams can migrate to Salesforce without data loss or security issues.
What’s included:
HubSpot and Salesforce use different data models for contacts, companies, and deals. Our HubSpot to Salesforce migration is a controlled Salesforce migration that ensures data migration. Salesforce projects preserve sales history, activities, and ownership rules.
We migrate data to Salesforce by mapping HubSpot properties to Salesforce fields, aligning deal stages with opportunity stages, and handling custom fields carefully. As part of our Salesforce migration services, we test pipeline reports, activity tracking, and user access so sales teams can continue working without gaps after the move.
What’s included:
We not only help you migrate to Salesforce, we enable you to leverage the vast range of Salesforce products and modules.
We make your new CRM setup AI-enabled with Salesforce’s very own agentic AI platform, Agentforce. This includes setting up flows, rules, and actions for driving intelligent, secure automation for your org.
Our Salesforce migration services cover complete Sales Cloud setups, including leads, accounts, contacts, opportunities, and activity history. During Salesforce data migration, we map pipelines, stages, ownership rules, and reports so sales teams keep visibility into forecasts and deal progress after the move.
For Service Cloud, we migrate cases, contacts, entitlements, and service history while keeping routing rules and access settings intact. Our Salesforce data migration services ensure agents can continue managing tickets and service requests without losing past interactions or reporting accuracy.
We support Salesforce migration where Marketing Cloud is connected to core CRM data. This includes aligning contacts, data extensions, and sync rules after data migration to Salesforce so campaigns, journeys, and reporting remain consistent.
When portals are part of your setup, we migrate users, access rules, and related data carefully. Our Salesforce data migration services ensure customers, partners, or internal users can log in and access the right records after migration.
We help teams connect migrated data to Data Cloud for unified reporting and segmentation. During Salesforce data migration, we ensure identity matching and data sources remain accurate so teams can trust insights built on the new data structure.
We designed and developed a responsive eCommerce website from scratch. The new experience reflects the brand’s identity, simplifies product discovery, and delivers intuitive navigation across all touchpoints, built with performance and scalability in mind.
We performed a full audit of Finqalab’s trading platform, reviewing architecture, code, and security. The outcome was a clear action plan to fix risks and improve performance before scaling.
