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Salesforce Migrations

GoldMine to Salesforce Migration

Move contacts, history, notes and attachments from GoldMine into Salesforce, with duplicates cleansed and every batch reconciled before cutover.
  • No obligation - response within 1 business day for your GoldMine to Salesforce Migration
  • Trusted by senior FinServ decision-makers for GoldMine to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your GoldMine to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

GoldMine to Salesforce Migration

A GoldMine to Salesforce data migration moves contacts, companies, history, notes and attachments from an older contact manager into a cloud CRM your whole team can reach. Evara maps GoldMine fields to Salesforce objects, cleanses and deduplicates records and reconciles each batch, so relationships and history stay attached to the right person. Our migration and integration specialists also plan cutover and adoption with your team. Permissions and consent are planned before any record is loaded.

Why choose a GoldMine to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from GoldMine to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven GoldMine to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the GoldMine to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your GoldMine to Salesforce migration

Contacts, companies, notes, history, activities, attachments and custom fields can all move. We review the GoldMine database with you, agree what is still needed and map each item to a Salesforce object or field. Older databases often hold stale or duplicate records, so we cleanse before loading rather than carry the problem across. Records that are no longer useful can be archived instead.

No. A straight export usually loses relationships, history and context. GoldMine keeps notes, activities and linked contacts in separate tables, so we rebuild those links in Salesforce through mapping rules, a test migration and reconciliation. Financial services firms in particular need communication history to stay complete and traceable, which is why we validate counts and samples before cutover.

Adoption is planned alongside the data work. Page layouts, permissions and views are set up around how people really work, important automation is rebuilt as Flows, and users are trained before and after cutover. Going from a desktop tool to the cloud is a real change, so we keep the first release focused. Our Salesforce services cover this through to go-live.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off GoldMine? As a Salesforce partner for financial services and fintech, Evara handles your GoldMine to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.