How to Migrate from Salesforce to Leadkaun (in 2–4 Weeks)
TL;DR
Export from Salesforce (Data Export or Data Loader), audit down to your live leads, onboard Leadkaun the same day, run both in parallel for 30 days, then cut over and keep Salesforce read-only as an archive. Rightsizing from an enterprise CRM to a Sales Behaviour OS — not downgrading. Leadkaun can also run alongside Salesforce if you're not ready to leave.
The bet behind the playbook.
Most Indian SMBs on Salesforce are paying enterprise per-seat pricing plus admin overhead for a platform built for 200+ reps — when their actual bottleneck is 'which lead does the rep call next.' The migration itself isn't the hard part; the export and the psychology are. You're not downgrading; you're rightsizing to the sales-behaviour layer you actually use.
Gather these before you start.
- Salesforce admin access (to run Data Export or Data Loader)
- A Leadkaun account (any tier, including Free) and your ICP defined
- Buy-in to run both systems in parallel for ~30 days
Run it in order.
- 01
Week 1: Export from Salesforce
Salesforce → Setup → Data → Data Export gives you a scheduled CSV/ZIP of Leads, Contacts, Accounts, Opportunities and Activities; for a large or filtered pull, use Data Loader. This is the most involved export of any CRM — budget a day and check field-level permissions so nothing is silently dropped.
- 02
Week 1: Audit down to live leads
Separate genuinely live leads (activity in the last 90 days) from the archive. Most SMBs find over half of a long-lived Salesforce org is dead data you don't want to carry over.
- 03
Week 2: Onboard Leadkaun
Same-day setup wizard: pick your industry for a pre-configured ICP, then import the live leads via CSV. Indian phone and amount formats are parsed on the way in, and every lead is graded A–F on arrival.
- 04
Week 2: Run in parallel
Keep Salesforce running (read-only is fine) while reps work primarily from Leadkaun's Priority Queue. This is the low-risk path — and if you have compliance reasons to keep Salesforce, Leadkaun simply runs alongside it as the sales-behaviour layer.
- 05
Week 3: Train reps and baseline the numbers
A 2-hour hands-on session: 3-tap logging, the Priority Queue, the Morning Brief. Baseline rep adoption, first-response time and ₹ recovered so the parallel-run has a scoreboard.
- 06
Week 4: Cut over
Switch the primary system to Leadkaun. Keep Salesforce read-only for 90 days as a fallback archive; for niche AppExchange integrations you relied on, a CSV export or Zapier bridge covers most gaps.
- 07
Day 90: Decide on Salesforce
If the parallel-run numbers held — reps actually adopting, response time down, ₹ recovered rising — consolidate and drop the Salesforce seats. If you still need it for a specific workflow, keep a minimal seat count and let Leadkaun run alongside.
Where teams usually slip.
- Under-scoping the export — Salesforce Data Export needs permissions + scheduling; rushing it drops fields
- Migrating the whole org instead of live leads — you carry years of dead data
- Cutting over before the 30-day parallel-run proves the numbers
- Assuming you must replace Salesforce day one — Leadkaun can run alongside it first
Questions teams ask mid-rollout.
Keep rolling.
How to Migrate from Zoho CRM to Leadkaun (in 2–4 Weeks)
Export from Zoho as CSV, audit (keep only live leads), onboard Leadkaun (same day), run parallel for 30 days, cut over, maintain Zoho read-only as archive. Total: 2–4 weeks for an SMB.
How to Migrate from HubSpot to Leadkaun (or Run Alongside)
Export your sales objects from HubSpot (Contacts, Companies, Deals) as CSV, import the live ones into Leadkaun, and let it grade and queue them. The nuance with HubSpot: you often keep HubSpot Marketing and move only the sales-behaviour layer to Leadkaun — so 'alongside' is frequently the end state, not a full replacement.
This is the product behind the page.
Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.
Want this running automatically?
Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.