Migrating to Salesforce can be a big decision for any organization, and one that should not be taken lightly. There are a number of important factors to consider before making the switch, including cost, functionality, and data migration.
In this article, we’ll explore the 10 most important questions you should ask before migrating to Salesforce.
1. What are our goals for migrating to Salesforce?
It’s important to have a clear understanding of your organization’s goals for migrating to Salesforce. Are you looking to improve sales productivity? Or are you aiming to create a more efficient customer service operation? Knowing your goals will help you select the right Salesforce features and apps to meet your needs.
2. What is our budget for this project?
Migrating to Salesforce can be a costly endeavor, so it’s important to have a clear understanding of your budget before getting starting. There are a number of factors that can impact the cost of a Salesforce migration, including the size of your data migration, the number of users you need to support, and the level of customization required.
3. What data do we need to migrate to Salesforce?
Before you can begin migrating data to Salesforce, you’ll need to understand which data sets are needed for your specific use case. Make sure to consider both structured and unstructured data when making your list. Additionally, you’ll need to decide how you’ll handle data synchronization between your on-premise systems and Salesforce.
4. What are our requirements for data security?
Data security is always a top concern when migrating to a new system. When evaluating Salesforce, be sure to consider its capabilities for data encryption, user authentication, and access control. You’ll also want to understand how Salesforce handles data backups and recovery.
5. What features do we need in Salesforce?
When selecting a CRM platform like Salesforce, it’s important to consider the specific features and functions that your organization needs. For example, if you’re looking for a way to improve sales productivity, you may want to consider features like lead management and opportunity tracking. On the other hand, if you’re focusing on customer service, you may want to investigate features like case management and customer support automation.
6. What apps do we need to extend Salesforce?
Salesforce offers a wide range of pre-built apps that can be used to extend the functionality of the platform. When evaluating Salesforce, be sure to consider which apps would best meet your organization’s needs. For example, if you’re looking for a way to improve collaboration, you may want to consider the Chatter app. Or if you need help managing projects, you may want to investigate the Project Management app.
7. How will we customize Salesforce?
If you have specific requirements that aren’t met by any of the out-of-the-box features or apps, you may need to customize Salesforce to meet your needs. Customization can be done using the Salesforce platform or by building custom apps. When considering customization, be sure to factor in the cost and effort required to develop and maintain your customizations.
8. How will we train our users on Salesforce?
If you’re moving from another CRM system, your users will likely need some training on how to use Salesforce. Be sure to factor in the cost and effort required to train your users on the new platform. Additionally, you’ll want to consider how you’ll support your users after the initial training period.
9. What is our plan for data migration?
Data migration is a critical part of any Salesforce implementation. When planning your data migration, be sure to consider the size of your data set, the number of users you need to support, and the level of customization required. Additionally, you’ll want to develop a plan for how you’ll handle data synchronization between your on-premise systems and Salesforce.
10. What is our timeline for this project?
As with any large project, it’s important to have a clear understanding of your timeline before getting starting. When considering a Salesforce implementation, you’ll need to factor in the time needed for data migration, user training, and system customization. Additionally, you’ll want to allow some time for testing and validation before going live with Salesforce.
Salesforce is a powerful CRM platform that can meet the needs of most organizations. However, it’s important to understand your specific requirements and consider the cost and effort required to implement Salesforce before getting starting. Additionally, be sure to factor in data migration, user training, and system customization when planning your project timeline.