Salesforce CRM Migration & Data Rebuild dashboard showing data flow, quality, and migration status on devices.

Salesforce CRM Migration & Data Rebuild

$9,999.00

Complete Brand Identity System

This package gives your business a complete brand identity system, not just a logo. It includes logo direction, brand colors, typography, guidelines, business card, letterhead, email signature, social media assets, and ownership documentation, so your brand looks professional and consistent everywhere.

Package Includes

  • Brand discovery questionnaire
  • Logo concept development until final direction is selected
  • Final logo suite with web-ready, print-ready, and vector files
  • Brand color palette and complete typography system
  • Brand Guidelines PDF
  • Business card, letterhead, and email signature design
  • Social media brand assets
  • Copyright / IP Ownership Transfer Document
Estimated delivery: 10–14 business days. Delivery time may depend on how quickly the client provides required information and feedback.
Pay only 30% deposit now

WHAT YOU WILL GET

Professional, consistent, ready-to-use branding for your business.

This package gives your business a complete visual identity foundation for your website, social media, business cards, email communication, documents, presentations, and marketing materials.

Package Overview

The Complete Brand Identity Package is designed for businesses that need a professional, consistent, and ready-to-use visual identity.

This is not just a logo design service. It is a complete visual identity package created to make your business look polished, professional, and consistent everywhere your customers see your brand.

The process starts with a brand discovery questionnaire so we can understand your business, audience, style preferences, competitors, and overall brand direction.

We then begin logo concept development and continue creating or refining logo directions until the final visual direction is selected. Once the final logo direction is approved, we polish the selected logo and build the full brand identity system around it.

Brand Discovery Questionnaire

Before the design process starts, we collect the key information needed to build your brand identity.

  • Business name
  • Industry
  • Target audience
  • Brand style
  • Competitors
  • Preferred colors
  • Design examples you like
  • Website or social media links
  • Existing brand materials, if available
  • Business goals and positioning
  • Preferred visual direction
Logo Concept Development Until Final Direction Is Selected

We do not limit the branding process to only one or two logo concepts.

Your business will receive logo concept development until a final logo direction is selected. We will continue creating and refining logo directions based on your feedback until we identify the visual style that fits your business, industry, audience, and brand positioning.

Once the final direction is approved, we will polish the selected logo and prepare the complete logo suite for web, print, social media, and business use.

  • Multiple logo concept directions during the concept stage
  • Logo style exploration
  • Client feedback review
  • Logo refinement based on feedback
  • Final approved logo design
  • Professional preparation of final logo files
  • Complete logo suite delivery
1. Final Logo Suite

You receive a complete set of logo files and logo variations.

  • Primary logo
  • Secondary logo
  • Horizontal logo version
  • Vertical logo version
  • Icon / submark
  • Black logo version
  • White logo version
  • Gold logo version
  • Transparent background version
  • Web-ready logo files
  • Print-ready logo files
  • Vector logo files
2. Color Palette System

You receive a complete brand color system, not just random colors.

  • Primary color
  • Secondary color
  • Accent color
  • Neutral colors
  • Background colors
  • Text color guidance
  • Button/accent color guidance
  • HEX codes
  • RGB codes
  • CMYK codes
  • Basic color usage examples
3. Typography System

You receive a complete typography system for your brand.

  • Heading font
  • Body font
  • Accent font, if needed
  • H1 style
  • H2 style
  • H3 style
  • Body text style
  • Button text style
  • Basic spacing and hierarchy rules
  • Font usage examples
4. Brand Guidelines PDF

You receive a professional brand guidelines document, usually 10–15 pages.

  • Logo usage
  • Logo variations
  • Logo spacing
  • Logo placement
  • Incorrect logo usage
  • Color palette
  • Typography system
  • Brand mood
  • Visual style
  • Business card preview
  • Social media preview
  • Basic brand application examples
5. Business Card Design

You receive one professional business card design.

  • Front side design
  • Back side design
  • Print-ready PDF
  • Digital preview file
6. Letterhead Design

You receive a branded letterhead design for business documents, proposals, invoices, letters, or official communication.

  • Letterhead layout
  • Logo placement
  • Brand colors
  • Business contact area
  • Print-ready PDF
7. Email Signature Design

You receive a branded email signature design.

  • Name
  • Title
  • Company name
  • Phone number
  • Website
  • Email
  • Social links, if provided
  • Logo placement
8. Social Media Brand Assets

You receive real social media files that can be used for your business profiles and posts.

  • Profile image / avatar
  • Facebook cover
  • LinkedIn cover
  • Instagram post template
  • LinkedIn post template
  • Story template
9. Copyright / IP Ownership Transfer Document

After the project is completed and paid in full, you receive a written Copyright / Intellectual Property Ownership Transfer Document for the final approved logo and final brand identity assets.

This document confirms that:

  • The final approved logo was created specifically for your business
  • The final approved logo was paid for by you
  • The final approved logo and final brand assets are assigned to your business
  • You receive exclusive rights to use the final approved logo for your business
  • The final approved logo may be used on your website, social media, business cards, signage, packaging, marketing materials, digital ads, documents, and other business materials
  • The final approved logo and final brand assets will not be resold to another client
  • Unused concepts, unused drafts, rejected logo directions, and internal design files remain the property of Veteran Global Solutions unless purchased separately or agreed otherwise in writing
Final Delivery Folder

All final files are delivered in an organized folder.

  • PNG files
  • JPG files
  • SVG files
  • PDF files
  • Web-ready files
  • Print-ready files
  • Vector logo files
  • Brand Guidelines PDF
  • Business card files
  • Letterhead file
  • Email signature file
  • Social media asset files
  • Copyright / IP Ownership Transfer Document
Best For
  • Startups
  • Small businesses
  • Service-based businesses
  • Consultants
  • Online stores
  • Local businesses
  • Professional service providers
  • Personal brands
  • Companies launching a new brand
  • Companies refreshing an existing brand
  • Businesses that need a polished and consistent visual identity
Delivery Time

Estimated delivery time: 10–14 business days.

Delivery time may depend on how quickly the client provides required information and feedback.

Revisions

Logo concept development continues until the client selects the final logo direction.

After the final logo direction is approved, the package includes 2 rounds of refinement revisions to polish the selected logo and brand materials.

Additional major changes after the final direction is approved may require an extra fee if they change the original project scope.

Requirements From Client
  • Business name
  • Business industry
  • Short business description
  • Target audience
  • Preferred brand style
  • Preferred colors, if any
  • Examples of brands you like
  • Competitor examples
  • Website link, if available
  • Social media links, if available
  • Contact details for business card and email signature
  • Any existing logo or brand files, if available
  • Any slogan or tagline, if available
Important Notes

This package includes visual brand identity design only.

It does not include trademark registration, legal trademark search, legal brand name research, copyright registration with the U.S. Copyright Office, printing services, website design, paid advertising setup, or full marketing strategy.

The included Copyright / IP Ownership Transfer Document covers the final approved logo and final approved brand identity assets created and delivered as part of this project after full payment is received.

Trademark registration is not included. If you want to legally register your business name, slogan, or logo as a trademark, that should be handled separately through a qualified trademark attorney or trademark filing service.

Website design, landing pages, social media management, advertising setup, CRM setup, and marketing automation can be added separately.

Logo concept development continues until the final direction is selected, based on the original business brief and project scope. Major changes to the business name, industry, offer, target audience, or creative direction after approval may require additional work and may be quoted separately.

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Salesforce CRM Migration & Data Rebuild

Bring the right customer data into a Salesforce CRM built for what comes next.

Move approved customer, sales and service data from one source CRM into a cleaner Salesforce foundation—with controlled mapping, normalization, staged imports, validation and an essential workflow rebuild—so your team can leave a legacy system without carrying legacy confusion.

A CRM migration should create a better operating system, not just move old records.

Salesforce CRM Migration & Data Rebuild is designed for a business that has approved the move to Salesforce and wants the result to be cleaner and easier to use. It pairs source-data review with a practical Salesforce rebuild so sales and service teams do not inherit an unstructured copy of the old CRM.

Start with a clear future-state decision.

Before data is mapped, the business agrees what Salesforce needs to support after launch. We define the core customer, lead, opportunity and service journey, identify the information people need to act on and separate operational data from records that should be archived or left outside the new system. This keeps the migration focused on current business value.

Audit the source before asking Salesforce to accept it.

Every migration begins with a review of the agreed source exports: available record types, field usage, values, owners, statuses, duplicates and relationship patterns. The audit exposes gaps such as inconsistent company names, unused fields, incomplete ownership or incompatible picklist values before they become production issues. It gives the client a clear basis for approving what will move and what needs a separate decision.

Use one controlled mapping plan.

The source-to-Salesforce mapping document becomes the reference for every load. It records the destination object and field, expected transformation, match key, default value and exception rule for each approved data element. That plan protects important relationships between companies, people, opportunities and cases while making the rebuild understandable to administrators. A mapping decision is approved before it is applied, rather than being guessed during import.

Rebuild the core CRM structure around the approved process.

Salesforce is configured around the agreed operating model using the included standard CRM records, focused custom fields, record types and page layouts. Lead qualification, account and contact management, opportunity stages, case handling and activity capture are arranged so users see the right information at the right point in their work. The goal is a focused data model with practical required fields and stage guidance, not a reproduction of unnecessary source-CRM complexity.

Clean data through repeatable rules, not assumptions.

Before loading, approved source data is prepared through controlled normalization and matching rules. This can standardize selected values, remove agreed duplicates, align date and phone formats, resolve permitted blanks and bring source values into the Salesforce structure. Records that cannot be confidently transformed are placed in an exception path for client direction. Manual research, enrichment and business decisions remain with the client or a separately scoped cleanup program.

Protect relationships, ownership and commercial context.

A CRM becomes unreliable when data arrives without its context. The migration plan therefore accounts for agreed links between accounts, contacts, leads, opportunities, cases and approved related records, as well as the ownership model needed after launch. Matching keys and staged loading help preserve those connections. Where a legacy relationship or owner cannot be verified from the provided data, it is surfaced for review instead of silently assigned to an incorrect Salesforce record.

Restore the essential sales and service workflow.

Migration is paired with the configuration needed for people to work in the new CRM on day one. The included scope rebuilds approved lead, opportunity and case processes, focused routing or ownership logic, working views and a limited set of straightforward native Flow automations. These automations can support clear next steps, notifications or record updates around the new process. Complex orchestration, legacy-code recreation and cross-system behavior are intentionally kept outside this fixed scope.

Move data in stages rather than through one blind cutover.

A pilot load is used to test the approved mapping against real sample data, confirm transformations and expose relationship or validation issues early. After the client reviews the result, the production migration is performed through Salesforce-supported import tools using the agreed source snapshot. This staged approach creates a checkpoint before the full load and makes the final cutover more controlled. The client provides complete, approved export files and manages the agreed source-data freeze.

Validate both the records and the business outcome.

Migration validation looks beyond whether an import job completed. We reconcile agreed record counts, required fields, field values, ownership, relationships and selected process scenarios against the approved plan. Sales and service stakeholders can confirm that a lead can be qualified, an opportunity can move through the defined stages and a customer request can be handled in the expected way. Approved findings are corrected within the fixed-scope correction round before handoff.

Give leaders and users a usable starting point.

The rebuilt CRM includes practical list views, reports and dashboards for the agreed sales and service process, so users can find their work and leaders can see the information that matters. This is not a promise to recreate every legacy report. It is a focused reporting foundation built around the new data model and workflow, with visible ownership, pipeline or case status and operational quality signals that can be developed further after launch.

Finish with documented control and administrator confidence.

At handoff, the client receives the approved configuration summary, migration mapping, validation results and a clear record of known exceptions. Live administrator sessions explain how the data was loaded, how key processes and automations work and where future changes should be managed. Launch support gives the team time to use the rebuilt CRM in real work, while larger data volumes, additional source systems and advanced redesigns can be planned as separate phases.

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