July 27, 2021

Converting Your Current CRM Solution to SalesForce

Converting Your Current CRM Solution to SalesForce

SalesforceThe Salesforce cloud is the leader in on-demand customer relationship management. The system offers a broad suite of CRM applications for small, mid-market, and enterprise organizations, with a focus on sales and support.

It should come as no surprise that such a powerful tool would come with a significant investment to set up, implement, and use. Whether a company was first instituting a CRM program, or upgrading to a new system, getting past the barriers to entry at a lower cost makes CRM programs create a return in investment much more quickly.

 The Salesforce app has capabilities in sales management (its heritage), marketing automation, partner relationship management and customer service. These work together to help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns, and provide service post sale.

A Smooth SalesForce Import Process

CRM software specializes in handling large amount of disparate data, consolidating it, and then distributing useful information. Client profiles are created to aid in targeted sales opportunities, manage customer histories, and pursue new clients while providing new services. A very large amount of information is needed to build these databases and to establish the history to create trends and predications, creating a natural hurdle.

A successful SalesForce import of client data is the first priority in leveraging CRM software. Powerful scripts and data management software handles SalesForce automation by moving, managing, merging, and maintaining customer data without the need for technical programming knowledge. Data is correctly mapped from legacy systems into a new CRM program without the need for custom code.

Staying On Deadline

New system implementations run against tight deadlines; startup problems have to be avoided at all costs. SalesForce automation requires the use of data solutions that leave a clear auditing trail to identify potential issues as they appear rather than noticing problems hours down the line. Regression testing methods can be used to find solutions to problems while strengthening the underlying code. Ultimately, this means that over the course of transferring hundreds of thousands of data entries, the SalesForce import process will steadily improve.

If a new system runs over the conversion deadline, the amount of lost business opportunities can be staggering. Down time in many industries can be crippling.

Efficient Data Entry

One of the best methods for migrating data to a new system is to use the standard data entry portal for the newly adopted CRM. A script would take the legacy data and input it through the data entry interface. This method would be known as a front-end propagation of data. The end result is that the data would be correctly entered in the new format. This avoids the problem of trying to fill a database directly without the aid of the CRM’s management capabilities.

Achieving outstanding CRM administration

Because salesforce.com takes care of many traditional administration tasks, system administration is easier than ever before. Setting up, customizing the application, training users, and “turning on” the new features that become available with each release—all are just a few clicks away. The person responsible for these tasks is your Salesforce CRM administrator. Because this person is one of the most important resources in making your implementation a success, it’s important to carefully choose your administrator and to continually invest in his or her professional development. You can also choose to have salesforce.com handle administrator tasks for you.

Using data access design patterns

Data access, or record sharing, is the process by which users can see records within a single object, such as the account object, or within child objects, such as the opportunity object. Data access also determines which records are returned in searches, displayed in views, and shown in reports.

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