How Much Time Does It Take For SalesForce Data Migration Project ? Ask Winklix

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This is one of the most important task to be performed at salesforce migration projects . If you want to efficiently use your salesforce CRM , you have to take care of this with utmost care .

In order to better plan and forecast your Salesforce migration , our in house team of Salesforce certified developers can help you with Salesforce implementation from their past experience . Let’s look at different stages of migration process one by one .

1. Preparation Of Data Migration 

This initial stage starts with pre analysing by developers to inspect existing CRM so that they can get overview of data structure of their existing CRM , data formats , business workflows and also create migration checklist with data to transfer . Once the database tables has been identified , developers check on the possibility in correspondence with Salesforce CRM right from mapping fields to data quality check and more in a way that data which is yet to be transferred is in readable format with no data duplicity . This places usually takes up to 5 days .

2.Using Ready Made Data Migration Tool Or Building Custom Tool From Scratch 

If number of records to import is no more than 50,00,000 , developers can easily use ready made tools such as Salesforce Data Loader . If any ready made tools are getting used , migration can be finished within few hours . But if developers are planning to build custom tool or script for carrying on migration to Salesforce , the development time varies which totally depends on the type of data structure and new CRM structure . Custom tool migration usually takes around a month .

3. Trial Data Migration 

Trial data migration is mandatory process before actually transferring all the data . This helps developers to see whether if there is any issue like data loss , or is there any way to improve migration tool to carry on final transfer in smooth way .This phase in total will take no more than 2 days .

4. Migration Validation By Customers 

This stage is wherein customer will validate the test data migration and will give their outcomes . If there is positive feedback form customers side , then there is no further room for improvement of data mapping and migration procedure and customer has deemed approved the project . This phase on an average takes around 4 days . But if there is some room for improvement on the basis of inputs by customer , it make linger on to upto a week .

5. Final Data Migration And Testing 

This is the final stage of which we are waiting for . At this stage all data gets migrated from legacy CRM to new Salesforce solution . Before getting final live , data is checked twice fro any kind of duplicity . Final migration takes around a day or two . It is always carries out in a way that it does not effect the existing CRM functionalities .

6. Post Go Live Support 

Support is what is needed right after the migration which a CRM user may encounter while starting using it . Such support is usually required during very first week after new Salesforce CRM goes live , and may be required upto a month .

Wrap Up

From our past experience , the migration process in Salesforce CRM usually taken between 20 days to around 2 months  . This time coves all stages as discussed above . Winklix is leading Salesforce consultant in USA providing wide range of Salesforce services .

Benefits Of Choosing SalesForce As Your CRM Partner

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Before hitting on any choice of picking the privilege CRM , evaluating is constantly considered as a choice factor . What’s more, in the event that you are wanting to decide on SalesForce CRM arrangement , its book cost may astound you . Anyway still there are end number of motivation behind why SalesForce is world’s #1 CRM . So really looking past the cost truth of the salesforce CRM and taking a gander at its capacities will unquestionably enable you to boost high ROI .

The greater part of the well known CRM arrangement accessible in the market like Microsoft Dynamics , SugarCRM , NetSuite and Oracle will encourage just fundamental usefulness of overseeing client records. Likewise with regards to customisation , the CRM other than Salesforce is exorbitant and customisation is constrained to some degree just .

That is the reason we generally allude individuals to pick SalesForce as a CRM . A portion of the advantages of picking SalesForce are given beneath :

Completely Customisable

SalesForce CRM is completely customisable CRM arrangement , the customisation which can coordinate your correct business needs . In the meantime it offers significantly more than just sales administration like task administration , advancement and more which is unmistakably you pay for the Salesforce . So in the event that you are searching for across the board arrangement of sales , marketing and administration – these SalesForce is the best decision to look over .

For the venture salesforce client , you will get stage as-a-service(PasS) as a feature of arrangement . In the meantime it give an open API to be coordinated with building custom portable application advancement that is completely utilitarian and local with SalesForce CRM .

Portable and Integration Ready

Lets take a case . Assume mid market trucking organization utilizes some old CRM to store the database of customer which they were utilizing since years . Presently assume they are in prerequisite of versatile application to track the trucks . Additionally they need to actualize Pardot marketing mechanization for their marketing group . They have to incorporate the local applications with their CRM. Well there is no other elective arrangement than to manufacture an entire local application which may cost them $ 50000 + or more , however extra time for offering preparing to their representatives . What’s more, to achieve this , their IT group will likewise need to actualize diverse frameworks for various work which probably won’t be the suitable arrangement .

With utilizing SalesForce , this issue can be effectively unraveled at one place with across the board CRM arrangement , and that to with a next to no month to month speculation .

Looking Beyond Sales and Marketing

SalesForce.com’s PaaS abilities empowers mix of the application in indistinguishable stage from your CRM , along these lines empowering simple incorporation . In return you will likewise gain admittance to quantities of applications in Salesforce application trade for simple handling like cost administration , electronic record signature , sales motivating forces plan and more . The best part being nearly of the applications is effortlessly accessible in application trade free of cost or at low month to month cost per client . Salesforce encourages you with us to easily maintain your business and dispose of utilization of different arrangement of CRM .

Amplifying Sales Cloud Functionality

” The principal control of utilizing the Salesforce CRM is taking full preferred standpoint of what you are paying for ” . Salesforce offers usefulness past sales and marketing . It offers activity , client administration and bookkeeping to . By picking a privilege SalesForce consultant accomplice , you will have the capacity to take the full preferred standpoint of salesforce CRM that can enable you to plan a methodology that augments salesforce usefulness .

Deciding On SalesForce

It is troublesome assignment to complete a ROI examination while investigating SalesForce . This isn’t the simple errand , you are putting dollars measure of cost for sparing your opportunity and cash by picking the privilege CRM arrangement .

Your CRM must offer sales , marketing , versatility , coordination , client benefit abilities , bookkeeping and different advantages which we think must be conceivable by picking the SalesForce CRM .

Generally utilizing an arrangements of CRM for tackling diverse purposes will no inquiry make an issue and will devour your valuable time and cash .

So considering SalesForce ? Contact SalesForce Consultant – Winklix for a free consultancy now .