Salesforce is enterprise-grade, but most teams use a fraction of its depth and pay for all of it. We export your Salesforce data and migrate you to monday.com, keeping every record, every workflow, and every relationship intact, at a fraction of the cost and complexity.
Salesforce offers extraordinary depth, but most growing businesses use a small fraction of it. Many teams find themselves paying enterprise-tier pricing for features that sit untouched, while basic workflow changes still require specialist help.
Adding a field, adjusting a report, tweaking an automation, in many CRM setups, these tasks require a dedicated admin or external consultant. Monday.com's no-code builder puts that control directly in your team's hands.
When a CRM is difficult to navigate, teams find workarounds, spreadsheets, notes apps, memory. The result is incomplete data and unreliable reporting. Monday.com's visual, intuitive interface drives the kind of daily usage that makes your data trustworthy.
Years of customisation, integrations, and data can make switching feel impossible. That's exactly the problem we solve. We've migrated businesses with hundreds of custom processes, safely, completely, and on schedule.
We review your Salesforce setup, objects, automations, integrations, data volume. You leave with a clear understanding of what migration involves and a ballpark timeline.
We design your monday.com board structure, map every Salesforce field to its monday.com equivalent, and plan automation rebuilds. You approve before we proceed.
Using AI-powered tools, we deduplicate, standardise, and validate your Salesforce data. Bad data stays behind. Good data gets migrated cleanly.
We migrate in stages, starting with a test batch for your review. Once validated, we migrate the full dataset. No big-bang risks. No downtime.
We rebuild your workflows, connect your tools, and configure dashboards. Everything is tested end-to-end before your team touches it.
Role-specific training for your team, recorded walkthroughs for future hires, and ongoing support post-launch to ensure smooth adoption.
We won’t recommend a migration when staying put is the better choice. Here’s when it makes sense to keep what you have.
Organisations with hundreds of custom objects, deep Apex code, and complex multi-org architectures may need Salesforce's depth.
Certain industry-specific compliance certifications (e.g., FedRAMP, specific healthcare mandates) may be available only through Salesforce.
If your business relies on niche AppExchange packages with no equivalent, the switching cost may outweigh the benefit.
At true enterprise scale with complex territory management and CPQ requirements, Salesforce's mature tooling can be hard to replicate.
Book a free 30-minute assessment. We'll review your Salesforce org, scope the migration, and show you the total cost of ownership comparison.
References
Independent and primary sources we draw on when scoping migrations and recommending platforms.