Salesforce CRM Onboarding & Data Migration Package
A successful Salesforce rollout depends on more than configuration. It depends on usable data, sensible process design and a practical route for teams to start working confidently in the new system. Our CRM Onboarding & Data Migration Package helps you lay that foundation properly.
We focus on the essentials that shape adoption early: source data review, core object setup, field mapping, migration planning, user onboarding and early reporting. The result is a cleaner launch with less confusion, fewer duplicates and a better basis for scale.
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What we can do for you?
Discovery & Migration Planning
- Kick-off workshop to review current systems & goals
- Assess data quality risks, duplicates and migration dependencies
- Agree on the migration scope for core objects and key fields
- Define cutover approach, user roles and reporting priorities
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Data Preparation & CRM Setup
- Configure core Salesforce objects and layouts for the agreed scope
- Map source data to Salesforce fields
- Define data cleansing and transformation rules
- Prepare import templates and validation logic
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Migration & Validation
- Migrate agreed datasets into Salesforce
- Validate record quality, ownership and relationships
- Run sample user testing and issue resolution
- Support cutover planning for go-live
Salesforce Training
- 4 hours of remote training for business users and admins
- Walk through data standards, record ownership and day-to-day usage
- Share role-specific guidance and self-paced learning resources
Time to Value & Check-In
- Typical setup completed in 4-6 weeks
- 30-day post-implementation check-in to review adoption, data quality and next steps
1. Discovery & Design
- Kick-off call, gather requirements
- Align Salesforce to media goals
- Define 8 key sales reports
- Weekly check-in calls for updates
2. Configurations
- Configure Salesforce
- Set 1 path for leads/opps
- Create 8 reports, 1 dashboard
3. Salesforce Training
- 3-hour remote in-app training
- Share self-paced learning resources
4.Time to Value
- Complete setup in 4–5 weeks
5. Check-In
- Review reports and team usage
- Capture lessons and next steps
Why companies love our CRM Onboarding & Data Migration Package?
Key Use Cases
Our CRM Onboarding & Data Migration Package is designed for organisations moving from spreadsheets, legacy CRMs or fragmented systems into Salesforce. It helps your teams get live with confidence and avoid avoidable data issues.
What data can Brysa migrate?
Typical migration scope includes leads, accounts, contacts, opportunities, cases and other agreed core business records.
Will you help clean the data before migration?
Yes. Data review and preparation are core parts of the package so that poor-quality data is not simply moved into Salesforce unchanged.
Is this only for first-time Salesforce implementations?
No. It can also support restructures, replatforming or cleanup projects where the CRM foundation needs to be reset.
How long does the package take?
The Quick Start package creates a strong foundation. More complex or additional integrations can then be scoped as a follow-on phase.
