Businesses who intend to use advanced AI-powered features like Salesforce Einstein and Agentforce, unified, clean, and structured are non-negotiable. Legacy systems aren’t sufficient, and they need to migrate data to Salesforce. But data migration isn’t about moving just numbers or names from one system to another. Salesforce data migration is a complex and challenging process that needs proper attention for a smooth, secure transfer without disruption to your existing processes.
Poor Salesforce data migration plan leads to broken workflows, lost data, and waste of resources, therefore you must follow best practices for data migration in Salesforce. So, if you’re also wondering about the steps you need to know for a successful data migration to Salesforce or understand the issues during the process, then this blog is for you. Here, we’ll discuss steps for the Salesforce data migration plan and share tips to avoid challenges for effective Salesforce data migration services.
4 Common Failure Patterns Seen in CRM Migrations
Salesforce offers a variety of benefits to businesses, and this is why they often migrate their data to it. However, there are certain common issues that make the Salesforce data migration process full of errors and costly setbacks. So, let’s understand these CRM migration failure patterns to ensure smoother adoption:
1. No Data Ownership Defined
This is the most common reason for failure as when no one owns data decisions, conflicts go unresolved. Teams argue over field meaning, duplicates multiply, and migration timelines slip while everyone assumes someone else will decide.
2. Dirty Data Moved As-is
Migrating incomplete, outdated, or inconsistent records only relocates the problem without clean and structured data. Therefore, Salesforce becomes harder to trust, reports lose credibility, and users quickly revert to spreadsheets.
3. Business Logic Ignored
Data is migrated without understanding how teams actually sell, support, or report. As a result, fields exist, but workflows break because relationships and dependencies are never mapped or clearly defined for all.
4. Testing Treated as Optional
Limited or no testing hides errors and performance issues until go-live. By the time users notice missing records or incorrect histories, rollback is no longer realistic, leading to confidence being damaged, and both reputational and monetary loss.
Best Practices for Salesforce Data Migration: Tips for a Successful Implementation
Here are the best practices for Salesforce data migration plan that you must follow to ensure you successfully migrate data to Salesforce:
Define Scope with Impact
There’s no need to transfer all the data from your previous system into the Salesforce CRM. Focus on what is needed for your present workflow, reporting and compliance requirements. Don’t move everything without any scope, in doubt, archive the data you don’t presently need. It will assist in preventing crowding of data and ensure your Salesforce CRM system is organized, clean, and efficient.
Assign Data Ownership Early
All Salesforce objects and significant areas require individual business owners. Without clear ownership, it’s easy to lose sight of essential data or information. This applies to all relevant stakeholders and not just tech people. A business owner must ensure that decisions concerning any conflict (data) or the relevancy of field or post-migration problems are taken fast and effectively.
Audit Data Quality First
Did you know poor data quality costs for organizations at least $12.9 million a year on average? So, assess the quality of your data before you start with the Salesforce data migration plan. Identify problems such as redundancy, absence of values, old information and inconsistent formatting as these impact the nature of your data. When you already know the quality of your data, you can avoid unexpected problems down the line and keep the migration process on track.
Clean & Standardize Pre-Migration Process
Once data is live in Salesforce, it’s so difficult to clean and make corrections, so ensure you maintain standard formats, pick-list values and naming conventions before migration. In doing so, you start with a clean uniform dataset to operate as opposed to trying to make sense of everything that has made it live.
Map to Real Salesforce Usage
The legacy systems have old data structures, which always show old business processes. This is why you need to ensure that during Salesforce data migration, consider how your business works now, not the way it used to be. To ensure the objective meets, you need to adjust objects or retire fields that do not meet your requirements, making sure everything on Salesforce is operating as intended.
Preserve Relationships & History
Ensure you keep the data relationships, activity history, and ownership information intact; any break between these leads to confusion and lack of confidence in the new system. Therefore, it’s essential that you understand how things move such as linked records, timestamps, and dependencies, and plan accordingly. Doing so, you preserve the full context of your data and can test it after it’s in Salesforce.
Use Phased Migration Approach
In the case of large datasets or complicated organizations, it is advisable to divide the migration/ implementation into stages. This allows you to minimize risk, learn from each phase, and record any issues at an early stage before going through a complete migration. In addition, it allows your teams time to change and to improve throughout the process.
Build Validation into Process
Validation should not be left to the last step; therefore, establish validation conditions, such as count checks, inter-system data comparison, and verify fields to monitor the data during migration. This will assist in having correct data all along the way as opposed to a final check which may overlook problems.
Test with Real Scenarios
You should test migrated data with the help of actual user cases, so perform operational tasks using the actual users such as report generation, dealing with cases, as well as forecasting. Doing so helps you identify any issues or gaps that cannot be spotted through technical testing and ensuring that the migration is suitable to be put into practice.
Document Decisions & Assumptions
Keep a track on decisions that you took during the migration process, such as the type of data that can be transferred and the reason behind it. Recording such vital information is a good source of references or guides for teams who may need it later to understand what was moved, what was left, and why you made a particular decision. When teams have clear knowledge of the process or decision made earlier, they can work efficiently and be more collaborative and strategic.
5 Common Salesforce Data Migration Mistakes and How to Avoid Them
Migrating everything to avoid conflict: Teams often transfer all the data to avoid tough decisions, but this clutters the information. So, you should define relevant fields and criteria before you start the process and convey the same to stakeholders.
Underestimating custom object complexity: Custom objects carry hidden dependencies, review workflows, validation rules, and integrations tied to them. This will help you avoid broken processes before you go-live.
Ignoring reporting requirements: Data loads that overlook reporting logic result in broken dashboards. Ensure the data you need to migrate supports existing KPIs and regulatory reports before final sign-off.
Rushing go-live without reconciliation: Without comparing source and target data to meet deadlines means silent data loss. Always reconcile record counts and critical fields between source and Salesforce before launching.
Treating migration as a one-time task: Post-migration fixes are inevitable; you must plan such situations so that any issue or concern is timely resolved.
How to Find the Right Salesforce Data Migration Expert in 5 Steps
Step 1: Look For Migration-specific Experience
Not every Salesforce consultant understands large-scale data movement. Ask for examples through client testimonials or case studies where they handle legacy CRM or ERP migrations with complex data models.
Step 2: Assess their data strategy approach
A strong expert asks about data relevance, ownership, and quality before mentioning tools. Remember, strategy-first conversations signal maturity, expertise, and lower long-term risk.
Step 3: Evaluate validation and testing methods
Both validation and testing are crucial to ensure your data migration to Salesforce happens without any issue or loss of data. The reliable experts give equal importance to reconciliation frameworks and automate testing, and not manual checks or assumptions.
Step 4: Check collaboration with business teams
Migration succeeds when technical and business teams align and aren’t scattered. Cohesiveness allows Salesforce consultants to facilitate decisions, not just execute instructions with no objective in mind.
Step 5: Review post-migration support plans
Once the migration is live, there will be instances where your system may face data or performance issues. In that case, you need proactive, structured post-migration support from the consultants and not disappearing to act once data is loaded.
Quick Salesforce Data Migration Checklist in Phases
Phase 1: Pre-migration
Define migration scope and exclusions clearly
Assign data owners for all key objects
Audit and clean source data
Finalize field mapping aligned to Salesforce usage
Document assumptions and decisions
Phase 2: During migration
Migrate in controlled phases where possible
Preserve relationships, ownership, and history
Run validation checks alongside data loads
Test with real business scenarios
Track issues and resolutions centrally
Phase 3: Post-migration
Reconcile record counts and critical fields
Validate reports and dashboards
Address user feedback quickly
Lock deprecated fields and objects
Archive legacy data securely
Closing Remarks on Salesforce Data Migration
Salesforce CRM has completely changed the way businesses deliver digital experiences to customers. It’s more consistent, personalized, and seamless. However, this is possible because your team, especially the sales team, can extract value from customer data across multiple sources, build smart automation based on customer activity, proactively work with contacts, and manage relationships. This is why it’s essential to have a solid Salesforce data migration practice in working as poor data in CRM means lost opportunity in terms of creating a more personalized experience or contributing to your revenue growth.
Hopefully this blog has given you an insight into how to build a Salesforce data migration plan, key challenges to overcome and ensure your CRM enables you to become a customer-centric organization. If the process seems overwhelming, we recommend you consult an expert Salesforce data migration service provider. These firms have certified Salesforce Consultants that would streamline the process, help you focus on your core activities as they manage the complexities of data migration in Salesforce.
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When it’s about implementing Salesforce, size doesn’t always equal success. While large consulting firms boast global teams and glossy portfolios, many businesses—especially mid-sized firms, startups, and niche players—require something more agile and personal, that is aligned with their business goals. These firms are also called as Boutique Salesforce Implementation Partner.
Enter the boutique Salesforce implementation partner.
The focused and expert-led teams offer a refreshing alternative to the traditional big agency model—who do not just tick boxes but provide direct access to seasoned consultants, build tailored solutions, and move at the speed your business needs. That's not it, these partners help you launch fast, navigate complex challenges, and operate lean. So, what about the idea of joining hands with them?
Still confused about how they may bring advantages to the table? Just read the rest of the guide and resolve all your doubts within.
What is a Salesforce Implementation Partner?
Before we dive into what makes a boutique Salesforce implementation partner unique, it’s important to understand what a Salesforce implementation partner does in general.
Well, a Salesforce implementation partner is none other than a certified consulting expert firm that aids businesses in setting up, customizing, and successfully rolling out Salesforce solutions. These partners fulfill the gap of business’s specific needs with Salesforce’s powerful platform, thus ensuring that the platform is not just installed but fully optimized.
Dynamic Roles of a Salesforce Implementation Partner
Requirement Gathering & Solution Design: Upon assessing and understanding your business’s goals, these partners recommend the right Salesforce products and features to their clients.
Customization and Configuration: They offer this service too, thus tailoring the platform according to businesses’ unique workflows, processes, and data structure.
Data Migration & Integration: With the seamless movement of existing data and connecting Salesforce with other tools, Salesforce implementation partners ensure that businesses receive a unified place where every interaction is featured.
User Training & Support: By conducting essential training & support programs, consultants empower your entire team members to adopt Salesforce confidently and potentially.
Project Management: To manage the project, consultants ensure to oversee the timeline, rollout, and coordination across teams.
What is a Boutique Salesforce Implementation Partner?
A boutique Salesforce implementation partner follows a more specialized, focused, and hand-on approach while deploying and customizing Salesforce. These consultants are often referred to as expert-led and smaller consultancies who follow standardized methods and broad frameworks, instead of just delivering Salesforce.
For example, the consultants get to know your exact business model and align their working speed to yours; this process ensures that the project is managed with much more personal attention and that the product is fitted to your very challenges, needs, and nuances of the industry.
Key Roles of a Boutique Salesforce Implementation Partner
Tailored Discovery & Strategy: Before just recommending a solution, boutique partners invest their valuable time in truly understanding your business model, growth stage, and priorities.
Hands-On Configuration & Development: Instead of delegating any tasks to junior teams, experienced consultants and architects handle the setup on their own.
Rapid Iteration & Agile Execution: They work closely with you, thus providing essential frequent feedback loops and quick turnaround for faster time-to-value.
Consultants Direct Contact: With direct contact between you and the experts who do and manage the work, you will have the highest clarity and alignment ever.
Deep Industry/Niche Expertise: Due to their industry-specific training in such fields as financial services, Saas, and healthcare, to name a few, they employ contextual know-how, unlike generalists.
Ongoing Advisory & Partnership: Also, boutique Salesforce implementation partners continue as your trusted advisors even after going live for enhancements, optimization, and long-range support.
The Boutique Advantage: Why Smaller Might Be Smarter
Choosing a boutique Salesforce implementation partner isn’t about going small but about going smart. Here are why businesses find more value, flexibility, and real results in boutique consultancies.
Custom Fit Over One-Size-Fits-All
Instead of using any cookie-cutter templates, boutique partners understand your unique business processes, growth stage, and goals. Therein, they build a Salesforce solution tailored specifically for business needs. This results in building a platform that fits like a glove and adapts to rigid configurations.
Work with the Experts
Interacting only with account leads—well, that’s not the case here in boutique consultancy. Direct interaction with project managers, architects, developers, consultants, etc., lets you ensure fast problem-solving and well-informed decisions.
Agility That Moves with Your Business
As your business grows, boutique partners pivot quickly. Meaning, they adjust features, priorities, and workflows on the fly no matter if there is a mid-project shift in direction and sudden change in scope. This enables the team to move with you—not after you.
Specialization That Runs Deep
As most boutique firms already focus on Salesforce clouds, they’ve seen your challenges before and already know what works. So, no matter if you seek services in nonprofit donor management, fintech compliance, and Saas customer onboarding—consultants speak your language like they own it.
Better Value Without the Bureaucracy
Not just barebones but boutiques mean smart investment. Businesses receive higher level expertise without the layers of approvals, inflated costs of large teams, and enterprise overhead. And guess what? This helps them invest their every dollar into successful execution, not in administration.
Stronger Collaboration and Long-Term Trust
Instead of making you feel like another account number, boutique firms help you build relationships that last. With a genuine stake in your success and more personalized service, they turn out to be those long-term strategic partners who understand your business inside and out.
When Should You Choose a Boutique Salesforce Implementation Partner?
Well, here are all scenarios where you may need this boutique consultancy while implementing Salesforce.
If you need fast time-to-value
If your project requires deep niche expertise
If you value direct access to experts
If you’re a startup or mid-sized business
If you’re in a niche industry
If your budget is lean but your expectations are high
If you want direct consultant access
If you need quick iterations and rapid delivery
If you value depth over breadth
Traditional Salesforce Implementation vs. Boutique Salesforce Implementation: A Comparative Analysis
Before wrapping up, let’s unveil the main difference between these two approaches for Salesforce implementation.
Aspects
Traditional Salesforce Implementation
Boutique Salesforce Implementation
Project Management
Managed by project managers who are often not directly involved in the technical side
Led by consultants who have hands-on expertise and are deeply involved
Customization
Limited to standard templates and modules
Builds custom solution that are aligned with specific workflows
Approach
Standardized or one-size fits all approach
Highly tailored and can be customized to your business needs
Specialization
Has broad knowledge across many industries
Deep knowledge and expertise in specific industries
Value for Budget
Involves higher costs with additional bureaucracy and overhead
Cost effective and deliver more value per dollar spent.
Team Structure
Large teams with layered hierarchies
Lean and focused teams with direct access to experts
Speed to Value
Longer timelines due to internal coordination and scope
Faster delivery with fewer hand-offs and tighter execution
Agility
Slow to adapt due to rigid processes
Flexible to enable quick iterations and pivots
Client Interaction
Limited face time with senior consultants
Direct and one-on-one collaboration with solution architects and senior consultants
Ideal For
Large enterprises with generic requirements
Midsize companies, small ones, and those that have special needs.
Final Thoughts—Choosing Smart, Not Just Big!
Salesforce success is not just about having the platform—it's about who helps you bring it to life. And sometimes, the best move isn’t going big, but going focused, smart, and boutique.
So, what about having boutique Salesforce consultants? Looking for a firm that helps you thrive on innovation? Join hands with Girikon, helping you with smarter implementations, deeper industry expertise, and faster results.
No matter if you are a startup or mid-sized business, trying to navigate complex niche requirements, Girikon has the commitment, agility, and ability as a boutique partner that’s always in sync with your goals.
So, let’s trust the process and build something impactful, future-ready, and tailored like never before.
With Shield, Salesforce looks to strengthen its promise of taking its Trust Services to the next level. Now, even industries with regulatory and compliance requirements such as Financial Services, Healthcare, and Public Sector can leverage the speed and innovation of cloud computing with the assurance of highest level of data protection, availability, and performance.
The needs of specific industries can vary depending on the criticality of the data that they manage and use. While some may need to track sensitive customer being exported others might need to encrypt them or maintain an audit trail of data to safeguard data integrity. The understandably high pressure of balancing the shift to cloud platforms with meeting compliance needs has deterred several organizations from making the shift thereby being bereft from the benefits that it promises to bring along!
Salesforce Shield is a premium set of integrated services built natively in the Salesforce1 Platform. With it, comes the capability to track the way in which one’s sensitive data is being used & handled. It certainly is a strong empowering tool for customers with complex governance and compliance needs to be able to track data going back up to ten years along with sensitive data encryption if they so desire.
Salesforce Shield includes the following core services:
Event Monitoring: This feature gives customers the transparent visibility into which users are accessing what kind of data along which the actions that they are taking on it.
Field Audit Trial: Salesforce customers now have the ability to go back & check their data state up to 10 years. It provides Audit trial data for up to 60 fields per object.
Platform Encryption: All sensitive data can now be easily encrypted at rest (at the metadata layer) without hampering any business functionality.
Transaction Security: Users can add various processes to Event Monitoring using the transaction security feature. Specific events can be configured with Salesforce to trigger actions as required. For example: When any User tries to access the Salesforce from any unsupported browser it will not provide access.
The Shield Platform works through the combination of the tenant key (available with the customer) and a master secret controlled by Salesforce to generate the org-specific data encryption key. This key is used to encrypt sensitive data stored in standard and custom fields, files, and attachments. The derived keys are never persisted to disc, ensuring maximum security for encryption keys.
Setup Salesforce Shield
Setup -> Security Controls -> Platform Encryption
Create Tenant Secret
Enable encryption for files, fields, and attachments
Assign permission to generate, rotate, and archive your org’s keys
If user has the permission to “View Encrypted data”, then the data gets decrypted before presenting it for user
Fields with the following field types: Text, Long Text Area, Phone, Email and URL in standard or custom objects can be encrypted
Omni Channel
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November 17, 2016
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Nirupama Shree
As the customers in today’s world want their work or cases to be resolved accurately no matter through which channel they will be contacting your company.
Omni Channel is a flexible feature provided by Salesforce which needs customization. We can achieve its functionality without writing a code.
Through Omni channel it would be very easy to prioritize the work items which are coming from the Standard as well as Custom objects say Leads, Contacts, Opportunities etc. or it can also analyze the work items coming from Phone, Emails.
Then the Work items can be assigned to the Queues.
Each Queue then can be assigned to a single or multiple channels. According to the Roles assigned an Agent would then be able to receive the work items whenever they want.
Through Omni Channel, Agents don’t have to work for the channel they are working on. Omni channel will look for the work items which are coming next.
Queue in Salesforce in like a bucket which consists of all the incoming things from Leads, Cases etc. And then using Assignment Rules we can assign these Cases to their respective agents but this is a manual process.
Now, through Omni Channel these work items could be assigned automatically.
Omni Channel will look into the Agents & the Queues and the Agents with the high Bandwidth will get the Work Item/Case assigned to them.
How to integrate Omni Channel with Salesforce
Enable the Omni Channel for the org.
Go to the “Omni Channel Settings”
Enable Omni Channel
Click on Save
Go to the Service Channels
Service Channel turns the Standard/ Custom objects to the Work Items. Then Omni channel will put these Work Items from the Queues & routes these towards the appropriate agents.
Mention the Service Channel Name.
Select the object on which you want to work.
Now select the Custom Console footer component. This will include the VF Page or some Java Script.
Click on Save.
Go to the Routing Configuration
Routing Configuration is used to route the work items to the agents. As all the Work Items have relative importance so it helps in maintaining the size of items in Queues so that Agents can have the keen look on all the work items. It keeps the equality of the work being assigned to the Agents.
Click on New.
Give some Name to Routing Configuration.
Mention the Routing priority
Select the Routing Models : Least Active, Most Available Go through the following app for understanding these 2 Models in brief : https://resources.docs.salesforce.com/sfdc/pdf/service_presence_administrators.pdf
Mention the Units of Capacity or Percentage of capacity. This helps in defining the size of the work items in Queues.
Go to the Queues
Assign the Routing Configuration to the Queue.
Select the Objects from which the Work Items are coming from.
Now add the Queue Members to it.
Click on Save.
Go to Presence Statuses
Give the Status Name.
API name will come by default when you enter the Status name.
No choose the Status options.
Add the Service channels to assign to your Status.
Click on Save.
Example, Liveagent in Service Cloud Console can change their status to busy or logoff etc. simply by just drag & drop. Similarly, different Statuses can be made in Omni channel as well.
Now, go to the Presence Configuration
When a user enables the Omni Channel, it will automatically create the Presence Configuration.
It determines what Work Agents can take on & what all Omni channel they can access while assisting the customers.
Each agent can be assigned to only one Presence Configuration.
With this you can specify the work items for each individual depending on the amount of work an agent can take at a time.
Go to Service Cloud Console App
Click on Edit button.
Add the Omni Channel Component to it.
Click on Save.
Go to the Service Cloud Console.
There you will see the Omni Channel existing in it with all the Status with it.
If you need Best Salesforce Consulting Services for any Salesforce related work, then please feel free to reach out to sales@girikon.com
Salesforce Customization & Integration Services
We have certified Salesforce Administrators and Developers who help our customers to customize and build Salesforce.com Apps to meet their business requirements. Sometimes customer needs to integrate their existing ERP system with the Salesforce instance. We provide cost effective quality solution on their existing ERP system with their Salesforce instance Customization and Integration. With our experienced and certified Force.com team, save over 50% costs on Salesforce Customization and Integration services in USA & Offshore.
Girikon’s wide implementation and development on Force.com experience will help you get the most out of your Salesforce system
Our Approach
We help our customers to setup the new Salesforce instance or customize their existing environment according to their need. We also provide them the training to use the different tools of the Salesforce.com that helps them to run their business flow easily. We help our customer to create the complex business process using the Salesforce.com workflow, approval process and triggers.
Our Offerings
Salesforce Integration with other apps.
Data migrations from environment to another environment.
Data Cleaning.
Communities and Customer Portal setup and customization.
Upgrading Salesforce environment.
Third Party App integration with Salesforce.com like Desk.com integration, Mail Chimp integration etc.
Creating complex workflows and approval process.
Users and Profile Management.
Providing support for Sales and Service Cloud.
Why Choose Us
Quality with On Time Delivery: We maintain the highest quality standards and strict guidelines. Along with highest quality we strictly follow delivery timeline and it’s always done on time.
Experienced: Girikon today has over 150+ Technocrats working onsite and offshore for Fortune 1000 clients. We have delivered more than 200 Salesforce projects having over 1, 50,000 hours of Salesforce implementation, migration, customization and Force.com development experience.
Cost-Effective: Our business model is to provide cost effective onsite Consulting followed by a mixed offshore and onsite solution. This model helps us in keeping customers development costs low while providing world class and quality development support. With Girikon’s unique team combination model we deliver the same productivity level with a 50-70% cost reduction.
Flexible: As a flexible partner we give our clients the flexibility to choose service model from the day one of project and if needed can customize further at a future date. Our models include pure onsite, onsite/offshore, onshore/offshore and pure offshore teams.
You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our Agreement.
Salesforce Cloud
Salesforce Development
Salesforce Sales and Service Cloud
Force.com Development
Salesforce Communities
Salesforce Integration Services
Salesforce Support
Salesforce Lightning
Salesforce Support
Your search for a reliable and cost-effective Salesforce support and maintenance services partner ends here! Girikon smoothens all implementation wrinkles with a service model that makes Salesforce experts available to clients for looking into their Salesforce administrative, integration and development issues with guarantee around minimal risk and outstanding services.
Ensure your implementation works smoothly with reliable support.
Choose an engagement model (onshore/offshore) that suits you best. We will fine-tune ourselves to the one you opt for.
Basic
Offshore – $45 /Hr
Onshore – $130 /Hr
For engagement up to 3 Months
Billing Monthly
Contact Us
Standard
Offshore – $35 /Hr
Onshore – $120 /Hr
For engagement above 3 Months
Billing Monthly
Contact Us
Premium
Offshore – $30 /Hr
Onshore – $100 /Hr
For engagement above 6 Months
Billing Monthly
Contact Us
Configuration and Data Migration
BASIC
STANDARD
PREMIUM
User Management
Security Management (Organization Wide Default, Profiles, Roles, Field Level Security, Sharing Rules, Public Groups)
Object Level Configurations (Object, Tab, Views, Fields, Page Layouts, Record Types, Custom Links, Buttons)
Salesforce Built-in Automations (Validation Rules, Workflow Rules, Formula Fields, Approval, Email Templates)
Data Management (Sandbox Refresh, Data Migration & Updation, Translation Workbench)
Reports, Dashboards
Other Configurations Items
Customization and Integration
BASIC
STANDARD
PREMIUM
Troubleshooting in Apex, VF Pages, Triggers
Outlook Connect, Lotus Notes Connect, Excel Connect
Community Portal, Sites
SF Mobile
Advanced Integration
BASIC
STANDARD
PREMIUM
Computer Telephony Integration
Salesforce to Salesforce
API & Webservices
Single Sign-on
Any Time Support
BASIC
STANDARD
PREMIUM
24*7 Telephone Support
Our Salesforce support & management services include:
Salesforce Monitoring
We let you focus on your key business areas while we take over the Salesforce implementation monitoring activities. We constantly strive to implement best practises, identify improvement areas and devise related action plans.
Salesforce Maintenance
We provide user management, standard/custom object maintenance, data management, security management and package maintenance related support services.
Salesforce Custom Development
Girikon’s onshore / offshore Salesforce team members are differentiated by their unique combination of deep Apex and Visualforce development skills along with seasoned business analysis experience. We know when to innovate and when not to try to reinvent the wheel i.e. when to custom develop to realize the full potential of Salesforce and how best to use Salesforce’s established features. We have several man-years of experience in developing custom features for standard Salesforce applications.Learn more…
Salesforce Help Desk
High End-user adoption rate is a success metric for CRM implementations. Girikon’s onshore / offshore Salesforce support team offers comprehensive training and help desk services to ensure widespread adoption.Learn more…
Why Choose Us
Quality with On Time Delivery: Being an ISO 9001:2008 certified company, we are committed to strive for continuous improvement and superior performance in all aspects of our business. We take pride in delivering on-time, every time while maintaining the highest quality standards.
Experienced: Girikon has over 300+ Techno-wizards and consultants working onsite / onshore and offshore for Fortune 1000 companies. We have delivered more than 200 Salesforce projects giving us an experience of over 1, 50,000 hours in Salesforce support, implementation, consulting, integration, migration, customization and Force.com development.
Blended Onshore/Offshore Model: Our business model revolves around ensuring cost effective onsite consulting followed by a mixed onshore-offshore based solution delivery. By switching between permutations & combinations of the team configuration as per requirement, we maintain the highest quality levels with significant cost reduction in comparison to other companies in the domain.
Complete Onshore Model: If project demands, we can put complete onshore team to ensure success of the project.
Flexible: As a flexible salesforce consulting services provider, we give our clients the flexibility to choose a suitable service model from day one of project initiation and remain open to customization at a future date. All our clients get undivided attention; just great service and no attached overheads of larger companies.
You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our agreement.