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Salesforce Migrations

SAP to Salesforce Migration

Move customer, account and sales data from SAP into Salesforce, with SAP kept for finance and linked by a clean integration.
  • No obligation - response within 1 business day for your SAP to Salesforce Migration
  • Trusted by senior FinServ decision-makers for SAP to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your SAP 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

SAP to Salesforce Migration

An SAP to Salesforce migration takes customer masters, contacts, opportunities and sales history out of SAP and puts them in Salesforce, where front-office teams can actually work with them. Most financial services firms keep SAP as the finance system of record. So we map the data field by field, cleanse and deduplicate it, then connect the two systems afterwards to keep finance and sales aligned. Evara handles the full platform migration and integration, and every record is validated before cutover.

Why choose a SAP to Salesforce migration?

  • Zero-loss migration

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

  • Live in weeks, not months

    A proven SAP 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 SAP to Salesforce migration.

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

Not moving off SAP?

If you want to keep SAP and connect it to Salesforce rather than migrate away from it, we build that integration too.

See the Salesforce SAP integration →

Frequently asked questions

Common questions about your SAP to Salesforce migration

It begins with an audit of what SAP holds, typically business partners, customer masters, contacts, sales documents and notes, then a field-level map to Salesforce accounts, contacts and opportunities. We cleanse and deduplicate, run a test migration, validate the results with your team and plan the cutover. SAP data models are rarely tidy, so mapping is where most of the effort goes. Our migration and integration approach keeps each step reviewable and reversible.

No. Most teams keep SAP for finance, billing and procurement and move only customer-facing data and the sales process to Salesforce. After the migration we can build an integration so orders, invoices and account changes flow between the two, using a native connector or middleware depending on your set-up. Finance reporting stays intact, and sales and service work from a single Salesforce view of the client.

They are part of the scope from day one. Historic activity and notes can come across with original dates and owners where the data allows, and we design Salesforce profiles, permission sets and field-level security so access matches your regulatory obligations. We also keep a reconciliation record of what moved and what was excluded, which gives compliance teams useful evidence. See our Salesforce services for the wider governance work.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

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