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IMPLEMENTATION

Centralize Your Data Within Salesforce

Moving into Salesforce or consolidating existing systems can be overwhelming. We help you migrate smarter by ensuring data accuracy, minimizing disruptions, and keeping your operations in top shape.

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Migrate to Salesforce Without the Usual Headaches

When systems become outdated, inconsistent, or siloed, it gets harder to scale. Migrating to Salesforce gives you a centralized, scalable CRM solution that supports automation, reporting, and team collaboration.

Your Challenges

Inconsistent or incomplete data

Manual workflows that don’t map neatly into your Salesforce org

Migrating from non-standard or niche tools like FileMaker or HubSpot

Preserving data relationships and history

How We Help

Data audit and cleansing to prepare for clean migration

Data mapping and transformation based on your Salesforce setup

Use of Salesforce Data Loader and custom scripts as needed

Sandbox testing to validate results before go-live

We’ve Got Migration Expertise for Every Scenario

We cover every stage of your Salesforce move for a more secure, scalable, and reliable migration experience.

Legacy System to Salesforce

Ditch spreadsheets and outdated tools. We help you migrate from systems like Excel, FileMaker, HubSpot, or Microsoft Dynamics to Salesforce, cleanly and confidently, so you can scale without limitations.

Salesforce Org Migration & Consolidation

We help you streamline your systems into a single, efficient org, aligning data, users, and processes to reduce overhead and improve visibility across your business.

Cloud-to-Cloud Migration

Move data and processes from platforms like Microsoft Dynamics, HubSpot, NetSuite, Zendesk over to Salesforce without disruption. We ensure accuracy and continuity across systems.

Legacy Salesforce to Modern Salesforce

Upgrade from older Salesforce products and experiences like CPQ to Revenue Management, NPSP to NPC, or Classic to Lightning. We modernize your org while preserving critical data, automation, and business logic.

Process Builder to Flow Migration

Salesforce is retiring Workflow Rules and Process Builder. We migrate your logic to Flow to preserve functionality, improve performance, and align with current platform standards.

Modelit is Your Trusted Partner for Salesforce Migration

Cost-Effective

68% SAVINGS

We offer lower prices than traditional Salesforce providers while maintaining high standards for data quality and delivery.

Secure

SOC & HIPAA

As a SOC 2 Type 2 certified and HIPAA compliant partner, we follow strict security and compliance practices from initial extraction through go live.

Fast

WEEKS NOT MONTHS

We think in terms of days and weeks, not months and years. Get results fast, so your business can start seeing value sooner.

Intelligent

100% AI CERTIFIED

Your migration is led by certified Salesforce experts who understand complex data models, relationships, and platform best practices.

Customer Story

Migration

Modelit Snapshot: How We Facilitated the Migration Process from Hubspot to Salesforce

A behind-the-scenes look at how Modelit successfully migrated a cybersecurity company from HubSpot to Salesforce, overcoming complex data challenges to drive smarter sales and reporting.

Ready to grow your company?

Let’s talk sales! Reach out today and we’ll connect you with the right certified Modelit experts to address your business’ unique goals and requirements. We’ll be in touch shortly.

Danny Teng, Modelit CEO

Danny Teng

Modelit CEO

Ready to Transform Your Salesforce?

Let's discuss how we can build the perfect solution for your business needs.

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