Tips for a Successful Migration to Salesforce: The Checklist

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By choosing a CRM adapted to your company , you generally take into account the current state of its structure… and its budget. Unfortunately, a cheap and perfectly adapted solution at a given time is not always relevant in the long term, especially when a company is called upon to transform itself. Consequently, some are forced to change their solution along the way. One of the flagship products of the CRM world, in this case, is found in the Salesforce software range. Also, many organizations wish to migrate to this scalable platform , but the process is not always simple. How to successfully migrate to Salesforce? Learn more about Salesforce implementation company

Migrating to Salesforce: General Recommendations

The handling by each of the actors of your company of new functionalities is only rarely done naturally. Also, it is better to observe some recommendations in order to achieve this without a hitch:

  • Migrate your teams gradually;
  • Use professionals approved by the publisher;
  • Pick the right time.

The different services and departments of your company do not have the same prerogatives and therefore do not have the same use of your CRM software . Also, in order to be able to optimally manage everyone’s productivity and the effectiveness of training in the new chosen CRM, it is better to group your employees into several categories and offer them, group by group, appropriate training. For this reason, the migration to a new CRM has every interest in being done gradually. This migration will also be much more effective if it is supervised by an integrator or a professional recognized by your publisher .software. Finally, to make this migration a success, choose the best time carefully. Take into account your peaks of activity , the schedules of each of your employees, the possible departures on vacation but also all the events likely to monopolize your human resources.

End of the classic period: towards the light with Lightning

You’ve decided to upgrade to the latest version of Salesforce and we understand you. Three updates per year, ever more relevant and successful functionalities… refusing to upgrade to the new major version of Salesforce means depriving yourself of the necessary adaptability. The latest version of the software, called “Lightning” , opens the doors to a new era for companies looking for greater efficiency. 

If innovative UX (user experience) and UI (user interface) are good reasons to take action, the obligation that the publisher will deploy in the near future, for any user of its software suite, to adopt the latest version due to obsolescence is moreover prohibitive. 

Tip 1: Delve into the “Lightning Experience Readiness Check” report

Salesforce provides its users with a detailed report allowing them to estimate the relevance of switching to the Lightning version at a given time. Also, reading this report in-depth will help determine the answers to questions such as: Is your business ready for migration (is it the right time)?

Tip 2: Prepare an FAQ for each of your teams

Calling on an approved integrator will take on its full meaning here, the aim being to anticipate the most common questions but also to have an interlocutor with in-depth knowledge to enlighten your employees on issues of handling.

Tip 3: select ambassadors within your teams

Employees with strong leadership are a valuable asset in the dissemination of good practices within a company. This is also true when it comes to introducing tools and methods likely to change the internal organization of your structure, as is the case during a migration to the Lightning version of Salesforce. Also, choose upstream the training of key personalities within your teams and make them benefit from a quick introduction in preview.