Sales teams and technology platforms struggle with CRM transitions overwhelming migration capacity. Our managed offshore teams deliver comprehensive Salesforce migration with institutional-quality configuration and user adoption support.
Stop struggling with
- Salesforce migration backlogs affecting sales operations
- Manual configuration consuming CRM admin time
- Data quality issues compromising customer relationships
- User training delays preventing system adoption
- Integration complexity limiting CRM effectiveness
Start achieving
- Rapid Salesforce migration with zero sales disruption
- Perfect data quality and automated configuration workflows
- Accelerated user adoption and training coordination
- Sales teams focused on customer relationship growth
- 50% reduction in Salesforce migration costs
Request A Proposal
Let’s start with a few simple questions about you.
Client Retention
Clients stay because they don’t have to supervise us.
Cost Savings
Structured execution without internal headcount growth.
Accuracy
Because your ops can’t afford inconsistency at scale.
These aren’t project-based numbers. They’re system-level outcomes—visible across cycles and functions.
Strategy is abundant. Execution is rare.
Backed by the Operators that Keep the Real Economy Running
“Working with Assivo felt different from the very start. Their team brought a level of strategy development that matched TreviPay’s most complex operational challenges—the kind of customization we never imagined an offshore partner could deliver.
What impressed me most was the execution: precise, disciplined, and unwavering in integrity, reminiscent of the standards I came to value in over two decades of military service. Assivo doesn’t just deliver capacity—they deliver order, clarity, and results you can depend on.”
—Jim Knickerbocker, Director of Strategic Projects, TreviPay
Built for America’s Middle Market, Recognized by Its Leaders
Configuration Complexity Management
Managing Salesforce setup across multiple business units exceeds admin capacity
Data Quality Assurance
Manual migration requires specialized CRM expertise and data validation protocols
User Adoption Coordination
Salesforce implementation demands comprehensive training and change management
Integration Requirements
CRM migration requires sophisticated connectivity across business systems
Performance Optimization
Salesforce deployment requires continuous monitoring and system tuning
How We Help
Our managed teams provide comprehensive Salesforce migration including data migration, system configuration, workflow automation, user training coordination, and integration management. We ensure systematic CRM transition while maintaining data accuracy and adapting to varying sales requirements across organizations.
Key Capabilities
Complete Salesforce migration lifecycle management and CRM coordination
System configuration and workflow automation protocols
User training coordination and adoption support
Integration management and performance optimization
The Challenge
A Series B sales technology platform expanding customer operations struggled with Salesforce implementation across multiple sales teams. Their operations team spent excessive time on CRM configuration instead of sales process optimization.
Our Solution
Our dedicated offshore Salesforce migration team provides comprehensive CRM support including data migration, system configuration, workflow automation, user training coordination, integration management, customization development, performance optimization, and ongoing administrative support across all Salesforce editions and business applications.
Client Results
- Reduced migration time by 70%
- Achieved 99.9% data quality
- Cut Salesforce migration costs by 50%
- Improved user adoption by 55%
- Increased CRM efficiency by 80%
VP Sales Operations | Series B Sales Technology Platform | Multi-Team Implementation | Implementation within Weeks
Structure Delivers Results
Migration Excellence
99.9% data quality through systematic validation combining automated migration tools with expert CRM review and configuration verification
CRM Efficiency
Structured migration ensuring comprehensive Salesforce coordination while maintaining consistent user adoption and workflow integration quality
Salesforce Expertise
Specialized teams experienced in CRM migration workflows system configuration and sales process optimization best practices
Platform Integration
Comprehensive migration support and coordination ensuring accurate CRM implementation with complete documentation throughout Salesforce workflows
From Inquiry to Excellence
Introductory Meeting
Understand your Salesforce migration requirements sales workflows and current CRM system landscape
Requirements Alignment
Assess your current CRM workflows and identify opportunities for migration improvements and sales optimization
Tailored Proposal
Receive a comprehensive solution designed for your specific Salesforce migration and CRM coordination requirements
Structured Onboarding
Implement migration protocols train specialized CRM teams and establish systematic quality control measures
Measurable Outcomes
%
High-Volume Migration Capability
99.9%
Data Quality
%
Enhanced User Adoption
50%
Cost Reduction
80%
Efficiency Increase
Client Success Stories
“Their offshore Salesforce team revolutionized our CRM implementation. Perfect data migration while our sales team focuses entirely on customer acquisition and revenue growth.”
“The managed service model enabled our platform to scale Salesforce operations without admin bottlenecks. Institutional-quality CRM management at sales speed.”
Industry Applications
Enterprise Software Companies
Multi-division Salesforce implementation across sales and customer success teams
Sales Technology Platforms
Automated CRM workflows for lead management and revenue optimization
Professional Services Firms
Client relationship management and business development CRM optimization
FinTech Sales Companies
High-volume lead processing and customer acquisition CRM systems
Manufacturing Companies
Customer relationship management and sales process automation
Financial Institutions
Client management CRM implementation and regulatory compliance integration
Expected Outcomes
Rapid Salesforce migration with zero sales disruption
99.9% data quality across all CRM systems
Enhanced user adoption and training coordination
Reduced Salesforce migration operational costs
Improved CRM efficiency and workflow integration
Streamlined sales operations and customer management
Frequently Asked Questions
All Salesforce editions including Sales Cloud, Service Cloud, Marketing Cloud, and custom implementations.
Salesforce expertise with automated data validation and user acceptance testing achieves 99.9% accuracy consistently.
Yes, we manage everything from standard configurations to complex custom development and third-party integrations.
Enterprise-grade security protocols with encryption, access controls, and complete audit trails.
Yes, we provide continuous CRM management, user support, and system optimization.
We have pre-trained expertise on 300+ software packages. We commonly see Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, and Zoho, but we adapt to any system you use.
Comprehensive training programs ensure rapid user adoption and maximum CRM utilization.
Trusted by the Institutions that Set the Standard
Driving Efficiency Across the Portfolios of Leading Global Investors
Accelerate sales growth with perfect Salesforce migration and CRM optimization.