Implementation & migration
Go live on Salesforce without losing data or momentum
Whether it's your first Salesforce org or a move from another CRM, we plan the configuration, migrate your data in rehearsed cycles and train your team before cutover.
Kanixa implements Salesforce for new customers and migrates companies from HubSpot, Microsoft Dynamics, Zoho, Pipedrive and legacy CRMs. Our approach covers configuration, data mapping and cleansing, rehearsed test migrations, user training and hypercare after go-live, so teams switch over with their history intact.
What changes when we're done
Measurable engineering outcomes delivered for your business.
Data you can trust on day one
Mapped, deduplicated and validated in test runs before the real cutover.
Adoption, not just access
Role-based training and in-app guidance so people use the system the way it was designed.
Calm go-lives
Cutover plans with rollback steps and a hypercare period with the same team.
Planning a Implementation & migration initiative?
Talk through your systems, timeline, and security constraints with a certified Salesforce architect. We will provide an actionable recommendation.
What's included
Scoped to your project. Pick what you need; we'll tell you what you can safely skip.
Fixed-price or dedicated sprint retainer available.
- Greenfield Salesforce implementations
- CRM migrations (HubSpot, Dynamics, Zoho, Pipedrive)
- Data cleansing, mapping and deduplication
- Classic to Lightning migration
- User training and documentation
- Hypercare and stabilisation
How we deliver
- Step 1
Share your brief
Tell us the goal, the systems involved and the deadline. A short call is enough to start.
- Step 2
Scope and plan
We return a written scope, architecture notes, a timeline and the team who will do the work.
- Step 3
Build in short sprints
Demos every one or two weeks in a sandbox you can click through.
- Step 4
Test and deploy
User acceptance testing, a rehearsed deployment and a rollback plan.
- Step 5
Train and support
Handover documents, training and an agreed support period, or an ongoing retainer.
Available as a fixed-scope project, a dedicated team or a monthly retainer. Compare engagement models.
Start Implementation & migrationRelated work
Real-world results delivered for clients using similar architecture.
Implementation & migration: common questions
Have a question that isn't answered here? Ask our team directly.
How long does a Salesforce implementation take?
A focused Sales Cloud or Service Cloud rollout often takes 6 to 12 weeks. Larger programmes with integrations and migrations run in phases over several months.
Will we lose email and activity history when migrating?
We plan history migration explicitly. Activities, notes, attachments and email history can usually be moved; we agree what's worth migrating during discovery.
Talk to us about Implementation & migration
A 30-minute call with a Salesforce architect. You'll leave with a clear next step, whether or not we work together.