Discover 4 Helpful Tips for Migrating from Redtail to Salesforce
Planning a Redtail to Salesforce Migration? Read This First!
If you’re a financial services firm looking to upgrade your CRM, migrating from Redtail to Salesforce can unlock game-changing functionality. But without the right plan, that migration can become expensive, time-consuming, and frustrating.
At Navirum, we’ve helped dozens of wealth management and financial advisory firms successfully transition from Redtail to Salesforce. Based on our experience, here are four critical tips to make your migration smooth, secure, and aligned with your business goals.
Start by Defining Clear Business Goals
Before moving any data or configuring a single feature, ask: What do we want to achieve with Salesforce?
Whether you’re in wealth management, insurance, private equity, or banking, your migration should support specific, measurable business objectives. Common goals include:
- Improving client experience through personalization
- Enabling better cross-selling and upselling
- Streamlining compliance tracking
- Automating routine tasks
🎯 Action Step: Identify 2–3 key outcomes and use them to guide your entire Salesforce setup and customization.
Design a High-Impact Salesforce Solution
Once your goals are clear, the next step is designing the right solution architecture.
This means understanding how your team works—and building Salesforce to support those workflows. Focus on:
- Mapping your key business processes (e.g., onboarding, compliance, reviews)
- Designing the ideal data model
- Planning a post-go-live support and training strategy
- Identifying integrations (e.g., eMoney, MoneyGuidePro, Schwab, Fidelity, Pershing)
📌 Tip: Don’t overbuild. Focus on high-ROI features that support your firm’s growth, not every possible tool Salesforce offers.
Define and Simplify Technical Requirements
One of the biggest mistakes firms make during migration is trying to replicate everything from Redtail into Salesforce. This leads to complexity, bloat, and poor adoption.
Instead, focus on what adds value in Salesforce.
Here’s how:
- Create a target data model in Salesforce before migrating anything
- Map Redtail fields and workflows to Salesforce equivalents
- Eliminate outdated, unused, or redundant data
- Decide which legacy data (e.g., activity history, notes) truly needs to be transferred
💡 Pro Tip: Less is more. A leaner setup is easier to use, faster to train, and more efficient to maintain.
Work with a Certified Salesforce Financial Services Partner
Migrating to Salesforce isn’t just a tech project—it’s a business transformation. And that’s where expert help makes all the difference.
A certified Salesforce partner with financial services experience can:
- Customize Salesforce Financial Services Cloud for your unique needs
- Guide your data migration strategy and avoid common pitfalls
- Train your team on best practices and maximize adoption
- Ensure full regulatory, compliance, and security alignment
At Navirum, we help firms take full advantage of Salesforce’s ecosystem, including:
Together, these tools can help you:
- Replace manual tasks with automated workflows
- Centralize data across systems
- Improve audit readiness and compliance
- Eliminate paperwork and duplication
- Offer secure, cloud-based client services
Why Salesforce Is a Smart Move for Financial Firms
Salesforce isn’t just a CRM—it’s a complete platform for business growth. It offers:
- Best-in-class security and compliance infrastructure
- Seamless integration with third-party apps
- Flexible customization for any business model
- Three automatic platform upgrades per year
- Scalable architecture for firms of all sizes
When properly implemented, Salesforce becomes your firm’s digital backbone.
Need Help Migrating from Redtail to Salesforce?
At Navirum, we specialize in helping financial firms plan, implement, and optimize their Salesforce environment. From CRM design and data migration to user training and ongoing support, we’re here to make your transition smooth—and set you up for long-term success.
Let’s Get Started
Ready to migrate from Redtail to Salesforce the right way?
Contact our team today for a free consultation and customized Salesforce migration plan.
👉 Book Your Free Salesforce Consultation
👉 Learn More About Navirum’s Salesforce Services
Navirum on LinkedIn | Navirum on AppExchange
