Complete Migration Guide: Salesforce to PeakAI
This step-by-step guide helps you seamlessly migrate from Salesforce to PeakAI while maintaining your sales momentum and data integrity.
Pre-Migration Planning
Before starting your migration, assess your current Salesforce setup, export existing contact lists, and identify integration requirements for smooth transition.
Data Export Process
Export your contact database from Salesforce using their data export features, ensuring all custom fields and tags are preserved for import into PeakAI.
PeakAI Setup
Create your PeakAI account, configure integrations with your CRM and email platforms, and set up user permissions and team access.
Data Import and Validation
Import your Salesforce data into PeakAI using our guided import wizard, with automatic data validation and duplicate detection.
Team Training
PeakAI provides comprehensive training resources and dedicated onboarding support to ensure your team quickly adapts to the new platform.
Go-Live and Support
Launch your PeakAI implementation with ongoing support from our customer success team to ensure optimal performance and user adoption.
