I would need a brief overview of your business goals. To begin, I might need access to your Salesforce org (or a sandbox). If you have not yet a Salesforce set-up then I look at your current CRM or data files (CSV/Excel). I’ll guide you step by step if anything is missing.

Yes. I can migrate data from most CRMs (HubSpot, Zoho, Pipedrive, Dynamics, custom systems) as well as Excel or CSV files into Salesforce.

Absolutely. I clean, standardise, and merge duplicate records before import to ensure your Salesforce data is accurate, organised, and ready to use.

Yes. I can configure objects, fields, page layouts, record types, and basic automation to match your business processes and ensure Salesforce works for your team.

Yes. I follow a safe migration approach, including backups, test imports, and validation checks to minimise risk and protect your data.

After import, I perform validation checks, fix any issues, and share recommendations for next steps such as reports, dashboards, or further automation.