Source
Zendesk Sell

Zendesk Sell

Destination
Salentica

Salentica

CRM MigrationStarting at $500

Migrate from Zendesk Sell to Salentica

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Zendesk Sell to Salentica. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Zendesk Sell to Salentica migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Zendesk Sell vs Salentica

A quick look at both platforms to help you understand your migration path

Migrating from
Zendesk Sell

Zendesk Sell

Close more deals with less busy work

Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.

Founded 2009
Chicago, Illinois
Best for
Small BusinessMid-MarketEnterprise
Industries
TechnologySaaSProfessional Services+2 more
Top Strength

Excellent Zendesk integration ecosystem

Migrating to
Salentica

Salentica

CRM Built for Wealth Management

Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.

Founded 1997
New York City, New York
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+2 more
Top Strength

Purpose-built for wealth management and financial advisory

Your New CRM

Why Salentica is a great choice

Salentica

Salentica

"CRM Built for Wealth Management"

Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.

Ideal for: Registered investment advisors, broker-dealers, and wealth management firms seeking an industry-specific CRM with deep portfolio and custodian integrations.

Purpose-built for wealth management and financial advisory

Available on both Salesforce and Microsoft Dynamics platforms

Industries
Wealth ManagementFinancial ServicesInvestment Advisory+2
Best For
Small BusinessMid-MarketEnterprise

Native integrations with custodians (Schwab, Fidelity, Black Diamond)

Data Broker platform for rapid integration deployment

Learn more at

salentica.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Zendesk Sell to Salentica

Zendesk Sell
Salentica
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Zendesk Sell to Salentica Migration FAQ

Common questions about migrating from Zendesk Sell to Salentica.

Related Migration Paths

Explore other popular CRM migrations similar to Zendesk Sell to Salentica

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