CRM migration from Sage to SalesForce
$750-1500 CAD
货到付款
Hello,
I'm seeking a database expert who can migrate my database from Sage CRM to Sales Force.
Current fields in Sage CRM that need to be migrated
Sage CRM Summary of fields
Contact fields
Company
• Company name
• Type
• Account manager
• Source
• Street address
• City
• Prov/State
• Zip/Postal
• Country
• Phone
• Email – business
Person
• Salutation
• First name
• Last name
• Account manager
• Title
• Department
• Business phone
• Fax phone
• Home Phone
• Mobile phone
Opportunity
• Description
• Source lead source
o Advertisement
o Association
o ASHI
o CAHPI
o OAHI
o NAHI
o College/Instructor
o Colleague/Friend
o Referral
o CDA Customer
o Employee
o HSS student
o Inquiry
o Import
o Tradeshow
o Trade press
o Web
o Other
o Twitter
• Type – user type, T1,2,3,4, Consulting
• Customer Ref - Source detail, referral name, school, campaign
• Details
• Opened date opened
• Closed date closed
• Steps steps accomplished
o Qualified, Trial, Info pak, Q&A, Webinar/Demo, Follow up, Returned from abandoned
• Objections concerns or why they did not buy
o Not responsive / no usage, Cost, Feature limitations, Difficult to use, Using competitor / stay with current, Start date pending, Low usage/ business, Closed business, Report format concerns, Internet/Web concerns, Scheduling concerns, Marketing concerns, Language, none
• Stage
o Lead, qualified, demo, proposal submitted, negotiating, sale agreed, deal lost, sale closed
• Status
o In progress, Won, lost, abandoned, suspended, not opportunity, refund, closed business, trial, student trial, other, 2nd inspector, educational
• Forecast $ amount
• Certainty %
• Assigned to representative
• Team internal department
• Priority Low/Med/High
• Close by projected close date
Communications
• Tasks
• Appointments -appear on calendar
o Action Call in/out, email in/out, Letter in/out, Demo, Meeting, To Do
o Subject
o Details
o Due Date/Time
o Start Date/Time
o Reminder Date/Time
o User assigned to
o Status pending, complete, cancelled, in progress
o Priority
项目ID： #2589940
关于项目
有8名威客正在参与此工作的竞标，均价$1044/小时
I have extensive experience in CRM Solutions (Salesforce Certified Admin, Zoho Alliance Partner, MS Dynamics), a well experienced CRM Administrator, Power user Trainer.
We have a vast experience in DB Management and CRM. Feel free to contact us for further information.
Import2/Salesforce is a simple and easy to use Salesforce automated data import service. We have migrated more than 300,000 records up to date and are ISVForce partner for Salesforce.
############# ****** WE HAVE DONE THE SIMILAR APPLICATION PLEASE CHECK THE PM ****** #############
I have good knowlage of data loading. I done too many time data migration into salesforce. I had done similar functionality for move data from Infomatica to salesforce
As per the details mentioned in the Project we understand that a complete Data Migration from the Existing CRM to SFDC with the client specification can be completed by our Team in 2 days and the Final day would includ 更多
Custom software development: w w w . The Administrator removed this message for containing contact details which breaches our Terms of Service . i o
