Migrate Data to Salesforce

Your data is important. Whether you need to move it from one Salesforce org to another, or to Salesforce from a SQL database, BRIO can craft and implement a data migration plan tailored to your business’s needs.

Migrating Matters to the Cloud

When this fast-growing law firm wanted to switch matter management systems, they knew they needed to get their data up to par and create an intuitive, repeatable workflow for their team.

Effortless Sales Tracking

With a sales process that was documented through email and a mix of spreadsheets, Xelerate needed to manage and track their sales more efficiently. Within 8 weeks, Salesforce, the world’s #1 CRM system, was configured to suite as a primary system for Xelerate’s internal processes.