Data is critical to any company’s success. It enables analytics, decisions, and actions of your team.
Data is challenging work and a specialized skill. It’s not a “part time skill” that most Salesforce Administrators can pull of the shelf and manage in the course of daily work. We’ve heard and seen horror stories where data migrations become complex, field definitions are not defined, schedules get tight and the administrator does what ever is necessary to get the project done. What follows is weeks, months and even years of data issues.
Our proven data migration methodology ensures success and sets the foundation for future success.
When you move to Salesforce, almost inevitably you’ll have to tackle the job of bringing over your historical customer, transactional, and company data. There are a couple of preliminary steps involved before you start doing imports into Salesforce.
First is to identify where all your customer and company information resides today. That could be in your email client, an accounting system, spreadsheets, internal databases, a data warehouse or data mart, your ERP, or a legacy CRM system. Next is to think about the information you have in these repositories and the value of that information if it resided in Salesforce. As you’ll hear us say, “Just because you can put it into Salesforce, doesn’t mean you should.”
Once you’ve identified the sources of your company data and determined what you’d like to migrate, our team of DBAs (database administrators) will do the heavy lifting of mapping fields and transposing the information to make it accessible in Salesforce for your users and for reportin
Consolidate multiple lines of business into a single CRM
Salesforce Org Migrations often come about as a result of a M&A activity (Mergers and Acquisitions), or when a company is simply looking to have better synergy across multiple business units. There are many benefits to having a single Salesforce instance versus multiple – from centralized user administration and a common master database available to sales and marketing for up-sell and cross-sell opportunities, to a single connection point for your integrations and third-party apps, and the ability to roll up data to a shared set of dashboards for management.
The reality is that Salesforce Org Migrations are very complex initiatives. The good news is, unlike other data migrations, the databases being merged share the same architecture. However, due to the vast number of customizations that can be present in either Salesforce instance, merging the two databases requires a lot of planning and coordination to effectively combine business processes and workflows.
Our team has seen these hurdles and challenges before. Let us guide you through the process to have a successful org migration. an