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Data Imports

March 7, 2013 by  
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Do You Need Help Importing Data Into Salesforce.com?

Salesforce.com comes equipped with several good import wizards to help you import data, but there are limitations that can be frustrating without the right knowledge and tools. For example, there are no import wizards for Activities, Notes, or Opportunities just to name a few. Salesforce.com clients with Enterprise Edition have the APEX Data Loader, but for clients of the Professional Edition or Group Edition, you’ve got to use other tools not available through Salesforce.com. Even with the APEX Data Loader or the Excel Connector, you really need an expert to help you manage the imports so that data is imported properly. Mistakes when loading data, especially on an existing system, can be harmful to your business.

Get Help with Data Preparation, Mass Import – Even Mass Updates

At Snapptraffic, we handle imports of many different forms. We’re able to prepare data like existing client lists, customize it to fit your Salesforce.com fields, then import it into any of the data structures of Salesforce.com, including Notes, Activities, Opportunities, and any custom objects as well. We have done hundreds of imports with every kind of special requirement. We’ve seen what can go wrong and know how to avoid the pitfalls. Also familiar with the available tools for imports and exports such as the APEX Data Loader or even the Excel Connector. We can help you learn these tools if you simply need a little assistance.

Do You Need Help Exporting Your Data From An Existing System?

We also have tools for many of the other popular CRM systems that you might want to take data from in order to import into Salesforce.com. We have expertise with systems such as Outlook, Act, Goldmine, and MS Access.

We Don’t Need To Come To Your Office – All Work Done Remotely

We meet with you online using online meetings. This software gives us the ability to see your system on your computer screen. Together we can look through your existing system and prepare an export. Then you’ll send the data to us, we’ll prepare it for import according to your needs, then import it using the tools we have available to us. This obviously saves you a bundle on travel expenses, but more importantly, it means we can begin much sooner – no waiting for two or three weeks for an opening in our schedule.

Ready to Learn More?

Snapptraffic Consulting is a group of Salesforce.com experts that provide flexible, on-demand assistance for all aspects of Salesforce.com. We help companies customize Salesforce.com to their business model, import data, train the users, and prepare report and dashboards. We know the secrets to driving user adoption and can help your company get the most out of your expensive subscription to Salesforce.com.

As consultants we charge an hourly rate, so the size of the import is not an issue, simply the amount of time we spend preparing it for import. You can learn more about our services by clicking the appropriate links. Please use the contact us page to setup an initial consultation. We would be glad to speak with you up to an hour for free to discuss your needs.

Your Satisfaction Guaranteed

  • We Insist that You Receive Value From Every Consulting Session
  • If You Are Not Satisfied, You Will Not Be Billed

It matters to us that you receive value from every session we have together or from every hour that we spend working on your system when we are not together. If you are not satisfied with our work, we will remove that charge from your bill.

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