Migrate Opportunity from Salesforce to Sage CRM

By | April 21, 2017

We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center.

In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments residing in Salesforce.com to Sage CRM/Sage CRM.com.

Here, we shall discuss about migrating Opportunities from Salesforce.com to Sage CRM. Opportunities present in Salesforce.com gets converted as Opportunities in Sage CRM.

New Stuff: Migrate Salesforce Task to Sage CRM Communication

Here, we are going to see the how Salesforce Opportunity gets migrated in Sage CRM as ‘Opportunity’. In Below images, we have shown an Opportunity Details and its respective converted Sage CRM Opportunity.

Salesforce Opportunity Details:
Sage CRM Opportunity Details:
Below are the standard field mappings of Opportunity which gets migrated from Salesforce to Sage CRM. If you want to bring over any custom fields into Sage CRM we can do that also, for this you just need to send us the field mapping sheets i.e. which Salesforce custom field is to be migrated in field of Sage CRM and also this custom fields must be created by you in Salesforce and Sage CRM.

Salesforce – Sage CRM Standard Field Mappings for Opportunity Entity:
In our next blog, we shall explore other Salesforce to Sage CRM entity’s migration details.

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.