Clean, reliable Salesforce data — without the cost, risk, or disruption
Pivotal Leap delivers enterprise-grade Salesforce Data Migration Services at a reasonable cost — helping you move fast, reduce risk, and keep your team focused on running the business, not wrangling data.
Trusted by leading U.S. financial institutions, banks, insurers, and fintech companies
Migrate with Confidence. Operate Without Disruption
Your data is mission-critical, whether you’re moving from a legacy CRM, consolidating systems, or modernizing Salesforce without risk or disruption..
As a trusted Salesforce Data Migration Service Provider, we ensure your information is accurate, secure, and aligned with how your business really works.
You get enterprise-grade migration support without the cost and complexity of large consulting engagements.
We handle the technical heavy lifting, so your internal teams can stay focused on sales, service, and operations.
Why Pivotal Leap?
Get senior Salesforce specialists without paying for oversized teams or bloated project structures. As your Salesforce Data Migration Partner, we deliver the same rigor — with better economics.
Fewer surprises, more predictability
We emphasize upfront discovery, validation, and testing to reduce rework, timeline slippage, and unexpected costs.
Business-first data design
We don’t just move data — we ensure it supports how your teams actually sell, serve, and report.
Minimal disruption to day-to-day operations
Our phased, well-governed migration approach keeps your business running while your data moves behind the scenes.
What We Migrate
- Legacy CRM systems and databases
- Salesforce org consolidations and splits
- Objects, fields, records, and relationships
- Attachments, files, and activity history
- Data transformations and normalization
- Deduplication and data quality improvements
- Validation rules and post-migration testing
All migrations are executed with security, compliance, and data integrity as top priorities.
Designed for Teams That Can’t Afford to Get It Wrong
Organizations typically engage us when:
- Data accuracy directly impacts revenue, service, or compliance
- Internal teams lack the time or specialized expertise for complex migrations
- Previous migration attempts created trust or reporting issues
- Leadership wants a clean cutover without business disruption or runaway costs
Industries We Support
Healthcare & Life Sciences
Secure, compliant data migration for critical systems
Financial Services & Insurance
Reliable migration with accuracy and regulatory confidence
Retail & E-commerce Services
Smooth transfer of customer and service data without downtime
Manufacturing & Supply
Clean migration that keeps operations running seamlessly
Education & Nonprofits
Dependable data movement for mission-driven teams
Technology & SaaS
Scalable migration for fast-growing platforms
Our Migration Approach
Discover
Design
Prepare
Migrate
Validate
Support
Move Your Data Forward — Without Slowing the Business Down
Proven Outcomes
- Reduce migration risk and rework
- Improve data quality and reporting accuracy
- Accelerate user adoption after launch
- Avoid the cost and disruption of failed migrations