Salesforce Migration Services
CloudROI / Salesforce Migration Services
Migrate to a solution that drives value for your business
Throughout the journey, our team provides continuous support and guidance, ensuring a successful transition while maximizing the return on investment (ROI) of the new sales automation platform. Contact us to discover how our process can revolutionize your business.
Facing migration challenges?
What We Can Do For You
Engagement Models
Audits
Projects
Quickstarts
Managed Services & Support
Staff Augmentation
Support Buckets
Services
Consulting
Implementation
Development
Integration
Migration
Reporting
Product Expertise
Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
CPQ
Non-Profits (NPSP)
Looking to speak with an expert to learn more about how to seamlessly migrate to Salesforce?
Salesforce Integration Services with Apartment List
See how we engaged with Apartment List and enabled their business with custom features and integrations.
Migration Support Tiers
Standard Support Tier
Essential support during business hours for common Salesforce migration issues, offering basic configuration guidance, ideal for cost-conscious organizations looking for migration assistance.
Advanced Support Tier
Extended support hours, quicker response times, and priority access to Salesforce-certified migration experts, perfect for businesses requiring comprehensive assistance in Salesforce data migration endeavors.
Premium Support Tier
Round-the-clock support, rapid response times, dedicated account management, proactive monitoring, and advanced troubleshooting exclusively for mission-critical Salesforce migration operations.
Salesforce Articles
10 Proven Sales Team Management Strategies for Salesforce
Looking to get more out of your Salesforce Org? Read this article to see 10 proven strategies that could benefit your sales organization today.
Is it time for a CRM tune-up?
Declining revenue, decreasing productivity and increasing costs can be red flags that your CRM may need a tune-up. Read this article to learn how to spot these issues.
Signs Your Business Needs a New CRM
Thinking of rebuilding or replacing your current CRM? Check out this article which outlines factors that may indicate it is time for a change.
Our Process
Experience Seamless Salesforce Migration with CloudROI's Proven Process. From request assessment to tailored solutions, we ensure your Salesforce needs are met with expertise and precision.
Request Assessment
We kick off with a deep dive into your Salesforce migration needs, pinpointing specific challenges and objectives.
Design Solution
We then outline a tailored migration plan, detailing timelines and resource assignments to meet your Salesforce goals.
Implementation and Support
Our Salesforce-certified experts execute the plan, ensuring seamless transition with ongoing support, training, and system monitoring for peak performance.
Quality Assurance
We conduct rigorous testing and quality reviews to guarantee your Salesforce setup fulfills your requirements and exceeds industry standards, with your satisfaction at the forefront throughout the process.
Case Studies
Coordinating 10,000 Truck Loads with Advanced TMS
CloudROI build a custom transportation management system on the Salesforce...
GA4 Migration for Education Services
CloudROI's team successfully migrated the education services company's GA account...
Private Jet Chartering with Salesforce
Salesforce provided Monarch Air Group with the advanced functionalities they...