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Salesforce Migrations

Redtail to Salesforce Migration

Move households, contacts, activities, notes and documents from Redtail CRM into Salesforce without losing any client history.
  • No obligation - response within 1 business day for your Redtail to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Redtail to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Redtail 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

Redtail to Salesforce Migration

A Redtail to Salesforce migration moves households, contacts, activities, notes and documents from Redtail CRM into Salesforce, for example into Financial Services Cloud where its client and household model suits your practice. Evara maps Redtail's contact and household relationships with care, cleanses duplicates, keeps note and activity history and validates every record before cutover. As a Salesforce partner for financial services, we build the permissions and audit trail that wealth firms need.

Why choose a Redtail to Salesforce migration?

  • Zero-loss migration

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

  • Live in weeks, not months

    A proven Redtail 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 Redtail to Salesforce migration.

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

Frequently asked questions

Common questions about your Redtail to Salesforce migration

Households and relationships, long note histories, document attachments and custom fields that have grown inconsistent over the years. Those are the hard parts. Redtail's contact model does not map one-to-one onto Salesforce, so we design the target structure first, whether standard accounts and contacts or Financial Services Cloud, then map into it. A test migration and an advisor review catch gaps early. Our migration and integration work follows this staged approach.

No. It is an option, not a requirement. Financial Services Cloud suits firms that want household groupings, relationship maps and financial account objects out of the box, while a standard Salesforce set-up can be enough for a simpler practice. We compare both against your client base, budget and reporting needs, then design the CRM architecture to match before any data moves.

Notes, activities and documents can move with their original dates, authors and links to the right client record, where Redtail exports allow. Wealth firms have to evidence client communications, so we agree a retention approach, keep a reconciliation log of what moved and set Salesforce permissions so advisors only see their own clients. Anything excluded is documented, never silently dropped, so compliance can sign off.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Redtail? As a Salesforce partner for financial services and fintech, Evara handles your Redtail 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.