#Streamlining Data Migration to Salesforce: Tips from the Experts

[winklix]

Streamlining Data Migration to Salesforce: Tips from the Experts

Data migration is a crucial step when implementing Salesforce in your organization. Whether you're transitioning from a legacy system or integrating data from multiple sources, ensuring the accuracy, completeness, and seamless transfer of data can be challenging. However, with proper planning and the right strategies, the migration process can be streamlined, saving time and reducing potential risks.

In this blog, we’ll explore expert tips to make your Salesforce data migration process smoother and more efficient.

1. Plan Ahead for a Smooth Transition

Successful data migration starts with careful planning. Before beginning the migration, take the time to:

Define Objectives: Clearly outline the goals for your Salesforce migration. This will guide your entire strategy, ensuring that data is aligned with business processes and that key stakeholders are on the same page.

Assess Current Data Quality: Before transferring data to Salesforce, assess its quality in your existing system. Clean and standardize your data to avoid importing duplicates or irrelevant information.

Establish a Timeline: Set realistic timelines for each stage of the migration process. Break it down into phases, such as data mapping, testing, and final deployment, ensuring that each phase is adequately accounted for.

2. Understand Salesforce Data Structure

Salesforce uses a different data model compared to traditional databases, so it’s vital to understand its structure:

Objects and Fields: Salesforce’s data model is based on objects (such as Accounts, Contacts, Opportunities) and fields. Familiarize yourself with how these objects work and which fields are required, custom, or optional.

Relationships Between Objects: Salesforce allows you to define relationships between objects, such as lookups or master-detail relationships. Knowing how these relationships work will help prevent data inconsistencies during the migration.

Data Types and Formats: Be mindful of how data types (such as text, dates, and numbers) are handled in Salesforce. Ensure that your data is mapped correctly to avoid issues later on.

Also Read : Major benefits of Salesforce implementation ?

3. Use the Right Tools for Data Migration

Several tools can assist in Salesforce data migration, each serving different needs. Some of the most popular include:

Salesforce Data Loader: A powerful tool for importing, exporting, updating, and deleting Salesforce data. It’s particularly useful for large datasets and complex operations.

Third-Party Tools: Tools like MuleSoft (which integrates seamlessly with Salesforce) and Informatica can be leveraged for more advanced migration scenarios.

Salesforce Data Import Wizard: A user-friendly tool suitable for smaller data migration projects. It allows for easy mapping of data from CSV files into Salesforce.

4. Test, Test, and Test Again

Testing is one of the most important steps in data migration. It ensures that everything is transferred correctly and that your Salesforce environment is functioning as expected. Here’s how to approach testing:

Test Data Migration in Stages: Begin by migrating a small subset of data. This will allow you to identify and fix issues early in the process.

Validate Data Integrity: After the initial migration, compare data in Salesforce with the original data source. Check for any discrepancies or missing information.

Conduct User Acceptance Testing (UAT): Have your end-users validate that the migrated data works correctly within their workflows. This will help identify any usability issues before full deployment.

5. Focus on Data Security and Privacy

Data migration often involves sensitive information, so maintaining data security and privacy is paramount:

Data Encryption: Ensure that data is encrypted both during transit and at rest to avoid unauthorized access.

Compliance with Regulations: Be aware of data privacy laws such as GDPR or CCPA, especially if you're handling customer or employee data. Salesforce provides various tools to help you maintain compliance during data migration.

6. Monitor the Migration Process

Once the data migration process begins, actively monitor progress to ensure everything is running smoothly:

Track Issues: If issues arise, address them immediately to avoid delays. Make sure to log any issues and document solutions to prevent them from happening in the future.

Ensure Performance: Monitor Salesforce’s performance during and after migration. Check for slowdowns or bottlenecks, which can affect the user experience and lead to inefficiencies.

7. Post-Migration Optimization

After the data has been successfully migrated, take steps to optimize Salesforce to ensure it works efficiently for your team:

Data Cleanup: Ongoing data maintenance is essential for keeping your Salesforce environment organized and accurate. Periodically clean up records, update data, and delete obsolete information.

User Training: Ensure that your team is properly trained to use Salesforce effectively with the newly migrated data. Provide support and ongoing education as needed.

Conclusion

Migrating data to Salesforce doesn’t have to be a daunting task. By planning ahead, understanding Salesforce’s data structure, using the right tools, and conducting thorough testing, you can ensure a smooth and successful migration. Additionally, focusing on data security, monitoring the process, and optimizing Salesforce after the migration will set your organization up for success in the long run.

With these expert tips in hand in London , your Salesforce implementation will be much more efficient, allowing your team to leverage the full potential of the platform.

[awsqualitytechnologies]

A Complete Guide to Salesforce Consulting Services for Startups and Enterprises

Introduction: Why Businesses Rely on Salesforce Consulting Services

In an increasingly digital world, customer relationships and operational efficiency determine whether a business thrives or struggles. Salesforce, the world’s #1 CRM platform, empowers companies to streamline operations, improve customer engagement, and drive growth.

But implementing Salesforce effectively isn’t just about installing software—it’s about aligning the platform with your unique business goals, workflows, and growth strategy.

That’s where Salesforce consulting services come in.

Whether you're a fast-growing startup or a large-scale enterprise, working with the right Salesforce Consulting Partner can make all the difference—especially in competitive markets like the UK, London, and Germany.

What Are Salesforce Consulting Services? Salesforce consulting services refer to a suite of expert-driven solutions designed to guide businesses through every phase of Salesforce adoption. These services are crucial for making sure that your CRM investment leads to real business results.

Common Salesforce Consulting Services Include:

Salesforce implementation: Is the process of configuring Salesforce products such as Marketing Cloud, Service Cloud, or Sales Cloud.

Customisation & Development: Building custom objects, workflows, and automation tailored to your needs.

Third-party Integration: Connecting Salesforce with ERPs, payment systems, eCommerce platforms, or analytics tools.

Data Migration & Cleansing: Securely transferring data from legacy systems while maintaining data quality.

Training & Support: Ensuring your team is confident using Salesforce with proper onboarding and helpdesk support.

Optimisation & Upgrades: Enhancing the system over time as your business evolves.

Why Startups Need Salesforce Consulting Services Startups are innovative but often lack in-house technical capabilities. Salesforce consulting helps them:

Build a scalable CRM foundation: One that can evolve as the business grows.

Automate daily operations: From lead capturing to email marketing and sales tracking.

Gain deep customer insights: Using reports and dashboards to improve decision-making.

Ensure smooth integrations: With platforms like Mailchimp, QuickBooks, Stripe, or Shopify.

Challenges Startups Face Without Consulting:

Challenge

How Consulting Helps

Limited Technical Resources

Certified consultants handle the implementation and maintenance

Risk of Poor User Adoption

Consultants offer personalised training and change management

High Customisation Needs

Experts build industry-specific workflows and solutions

Budget Constraints

Consultants help you optimise costs through tailored solutions

Why Enterprises Need Salesforce Consulting Services Large companies use Salesforce at scale across multiple departments and regions. Their needs are complex and require expert guidance.

Key Benefits for Enterprises:

Advanced Reporting & Forecasting: Gain insights into customer journeys and sales pipelines.

Global Data Governance: Ensure compliance with GDPR and other regulatory standards.

End-to-End Integration: With tools like SAP, Oracle, Microsoft Teams, and Slack.

Continuous Optimisation: Keep the system aligned with evolving business goals.

AI & Automation: Use Salesforce Einstein to make predictions and automate tasks intelligently.

Top Salesforce Products Startups & Enterprises Should Use

Product

Purpose

Sales Cloud

Automate sales processes and manage pipelines

Service Cloud

Provide superior customer service and support

Marketing Cloud

Automate email, social, and ad campaigns

Commerce Cloud

Manage B2C and B2B online shopping experiences

Experience Cloud

Build customer portals, partner hubs, and apps

Pardot (Account Engagement)

B2B lead nurturing and scoring

Tableau Analytics

Advanced data visualisation and business intelligence

Pro Tip: A Salesforce Consulting Partner can help you choose the right mix of products based on your industry and goals.

How to Choose the Right Salesforce Consulting Partner in the UK, London, or Germany

1. Industry ExperienceChoose a partner with proven experience in your industry—whether it’s healthcare, fintech, education, or retail.

2. Certified Salesforce ProfessionalsEnsure the partner has certified Salesforce Admins, Developers, Architects, and Consultants.

3. Local Market UnderstandingPartners familiar with European business laws, compliance (like GDPR), and cultural nuances deliver more aligned solutions.

4. Agile & Transparent ProcessYour partner should follow Agile methodology, communicate clearly, and be accountable at every stage.

5. Client Reviews & Case StudiesAlways look for partners with 5-star reviews on platforms like Clutch, [G2], and [TrustPilot].

AwsQuality Technologies checks all these boxes and offers tailored Salesforce solutions for both startups and enterprises in Europe.

Real-World Success: AwsQuality’s Global Impact

💼 Client in Germany: Helped a logistics company integrate Salesforce with SAP, reducing data processing time by 45%.

📈 Startup in London: Implemented Salesforce Essentials and integrated it with Mailchimp, boosting lead conversion by 60%.

🏥 Healthcare SME in the UK: Customised Service Cloud for patient management and built HIPAA-compliant workflows.

Want similar results? Let’s talk → info@awsquality.com

Wrapping-Up: – Your Success Starts with Smart Decisions

In today’s fast-paced digital landscape, Salesforce is the cornerstone of modern CRM strategies. However, only with professional consultation can its full potential be realised. Whether you're a UK startup aiming for fast deployment or a German enterprise looking to streamline complex workflows, Salesforce Consulting Services offer the personalisation, integration and scalability your business needs to thrive. With certified professionals and deep industry expertise, AwsQuality Technologies stands out as a trusted Salesforce consulting partner across the UK, London and Germany. From enhancing customer engagement to driving automation, their tailored solutions deliver measurable ROI and long-term success. Choosing the right consulting partner not only accelerates your growth but ensures your CRM evolves with your business goals.

📢 Ready to transform your business with Salesforce? 💡 Book your free consultation today! 📧 Email: info@awsquality.com 🌐 Website: www.awsquality.com

✅ Quick FAQ – Salesforce Consulting Simplified

What exactly do Salesforce consulting partners do? They help businesses plan, implement, customise, and maintain Salesforce so it works perfectly for their unique needs—saving time and increasing ROI.

Is Salesforce consulting really necessary for startups? Yes! Startups benefit from expert setup, automation, and integrations without needing a full in-house tech team. It sets them up for scalable growth.

What challenges can consulting solve for enterprises? From global compliance (like GDPR) to complex integrations and real-time analytics, consulting ensures large-scale Salesforce deployments run smoothly.

Why choose AwsQuality as a partner? AwsQuality offers tailored solutions, certified experts, and a strong track record in the UK, Germany, and London—making them a reliable choice for startups and enterprises. Read more- https://medium.com/@thakurjibless/a-complete-guide-to-salesforce-consulting-services-for-startups-and-enterprises-b5b8d7e4ee93

[sastormsoftware]

Exporting Attachments from Salesforce: A Quick and Easy Process

Exporting attachments from Salesforce can be a crucial task when managing large volumes of data or when transitioning between platforms. Whether you're migrating data, archiving important files, or just looking to streamline your processes, knowing how to effectively export attachments from Salesforce is essential. This guide provides you with the best practices and step-by-step instructions to make the export process smooth and efficient. We’ll cover various methods, including using Salesforce’s native tools and third-party applications, ensuring that you can choose the option that best fits your needs. With our expert tips, you can confidently handle attachments of all sizes and types, minimizing errors and maximizing efficiency. Learn how to quickly and securely export attachments from Salesforce, keeping your data organized and accessible. Whether you’re a Salesforce admin or a business user, mastering this process will enhance your data management capabilities and streamline your workflows.

[salesforce-am-blog]

Migrating to Salesforce: 8 Expert Tips for Better Transition

Though migrating to Salesforce for customer relationship management may seem a herculean task, it is not so in reality. Migrating to Salesforce requires meticulous planning and prompt execution. Salesforce offers solutions that help a lot with streamlining workflows, gaining insights into customer data for analyzing trends, and automating cumbersome, tedious, and mundane tasks.

Table of Contents

Data Detox and Decluttering before migrating to Salesforce:

Assemble Your A-Team before migrating to Salesforce:

Data Extraction:

Data Transformation:

Data Validation:

Customization:

Populate templates:

Addressing Management Matters before migrating to Salesforce:

https://blog.almamate.in/wp-content/uploads/2024/07/salesforce-migration-1.jpg

Before clicking on that ‘migrate’ button, it is always advisable to map out one’s strategy. Following are a few key factors to consider before taking the plunge and migrating to Salesforce:

Data Detox and Decluttering before migrating to Salesforce:

It is a good practice to figure out how redundant and duplicate data must be removed before migrating to Salesforce. Only important data that is worth retaining should remain in the database which is to be migrated using Salesforce. Identify the critical customer, lead, and opportunity details of your organization’s database– this is the essence of successfully migrating to Salesforce. Think of it as cleaning out your attic. Formatting inconsistencies are also to be rooted out. Backing up data before starting the detox process is a good practice and is of immense importance. Backed-up data can be reinstated if something goes wrong while migrating to Salesforce.

Assemble Your A-Team before migrating to Salesforce:

Recruit and put together a team of star performers from the sales, IT, and data management verticals of your organization. Their combined expertise will ensure a smooth installation of (and transition to) Salesforce. Equip your teams with the knowledge they need to leverage the utility of Salesforce. Invest in training programs and resources. This is crucial for user buy-in.

Data Extraction:

Tools like Salesforce’s Data Loader will help you extract the necessary & relevant data from your computer/server/cloud. Classify and categorize the data you want to migrate. Choose the Objects that are to be migrated. Decide whether to migrate only the Contact information from each Account or to only migrate the Account information from a particular division.

Data Transformation:

Not all data will fit perfectly into Salesforce’s structure. The key to smooth sailing in the Salesforce ecosystem is meticulous mapping, formatting, and cleaning up of your existing data as and when decisions to transform data are made.

Data Validation:

While validating the migrated data, it is a must to detect flaws, inconsistencies, and discrepancies before problems in the reports and dashboards are created. Create custom reports to validate record counts and provide an overall snapshot of migration. Then, spot-check the data. This involves doing pilot testing by migrating small data sets before a full-scale migration. Review exception reports to see which data was not migrated.

Customization:

Tailor Salesforce to fit your team’s unique needs and workflows. This will make the platform feel familiar and more comfortable to work with. Create templates for the data. Create an Excel template for each Object using data export from Data Loader (use the export file as your template). Since Objects have mandatory relationships that dictate the order of data migration, identify the required fields for each Object. Always migrate Users first, then Accounts, followed by migration of Opportunities.

Populate templates:

Review your data before populating it in the template. Load one record, check the results, and then load all the remaining records. Prepare the destination org. Consider creating custom fields to store any legacy ID information. You can also assign the custom field the “External ID” attribute so it may be indexed. This will help maintain relationships and help you build custom reports for data validation. Create custom fields to store data contained in non-standard fields in the old organization. Consider this: if the old organization (source from where data is to be migrated) stored ‘Home Phone’ for your ‘Users’, consider creating that same custom field in the new Organization (destination where data is to be transferred) too.

Addressing Management Matters before migrating to Salesforce:

A successful migration is more than just about using the appropriate technology for migration. Prepare your team for the switch and address any anxieties they might have, so the team members may not face any issues while acclimatizing to the newly formatted/organized data structures. Remember, changes made to a system that the employees have been using for a long time can be petrifying for them, so open communication is key to preparing your team for the usage of the ever-evolving Salesforce features.

By carefully planning early, tackling the technical aspects with precision, and prioritizing user adoption, one can ensure a smooth data transition and unlock the full potential of Salesforce, a powerful CRM platform. Salesforce offers a plethora of migration resources and has many certified partners to assist clients with data migration. Embracing the power of Salesforce can significantly elevate your business operations, driving growth and fostering innovation.

https://www.youtube.com/embed/dNqipJxEigo?feature=oembedEnroll in our job-oriented Salesforce Training Programs to improve your career prospects!

Ready to make the most out of your Salesforce migration journey? AlmaMate, a premier Salesforce training center in Noida, is here to help you every step of the way. Our Salesforce certification courses, including Salesforce Developer Training and Salesforce Admin Training, are designed to equip your teams with the skills they need for a seamless transition. We offer the best Salesforce Training in Noida, and Salesforce Online Training in Delhi NCR, ensuring that you receive top-notch education no matter where you are. Empower your team with AlmaMate’s expert guidance and unlock the full potential of Salesforce! Contact us today to get started! Visit our website!

Disclaimer**: The images placed on this web page have been sourced from pexels.com.

[solbusinesssolutions]

Your Guide to Choosing the Best Salesforce Consulting Firms

Selecting the right Salesforce consulting firm is crucial for a successful implementation. Our guide will help you understand what to look for in a consulting partner, including their experience, expertise, and client testimonials. Learn how these firms can assist with everything from data migration and system integration to user training and support. Read on for expert recommendations and tips to find the best Salesforce consulting firm for your business needs.

[techforce-services]

Overcoming Challenges in Salesforce Implementation: Expert Advisory Tips

In the ever-evolving landscape of business management solutions, Salesforce stands out as a versatile and powerful platform. Its suite of tools offers unparalleled opportunities for organizations to streamline operations, enhance customer relationships, and drive growth. However, the journey towards successful Salesforce implementation is often fraught with challenges that can hinder its full potential. In this article, we'll explore expert advisory tips to overcome these hurdles and ensure a smooth Salesforce deployment.

Thorough Planning and Strategy Development:

Before diving into Salesforce implementation, it's crucial to develop a comprehensive plan aligned with your organization's objectives. Identify key stakeholders, define clear goals, and outline a roadmap for deployment. Engage with Salesforce consulting services in Australia to leverage their expertise in strategizing tailored solutions for your business needs.

Effective Salesforce Support:

Partnering with a reliable Salesforce support provider is essential for ongoing success. From initial setup to post-implementation maintenance, having access to knowledgeable support professionals ensures that any issues are promptly addressed, minimizing disruptions to your operations.

Skilled Salesforce Consulting Services:

Engage with experienced Salesforce consulting services in Australia to leverage their insights and best practices. These experts can help customize Salesforce to suit your unique requirements, optimize workflows, and maximize ROI. Their guidance throughout the implementation process can significantly reduce complexities and ensure a seamless transition.

Utilize Salesforce Managed Services:

Opting for Salesforce managed services offers peace of mind by entrusting the platform's maintenance and optimization to dedicated professionals. With ongoing monitoring, troubleshooting, and performance enhancements, managed services providers can help you extract maximum value from your Salesforce investment while freeing up internal resources for strategic initiatives.

Smooth Salesforce Migration:

Data migration is a critical aspect of Salesforce implementation, and it's essential to execute it seamlessly to prevent data loss or corruption. Collaborate with migration experts to develop a comprehensive strategy, conduct thorough testing, and ensure data integrity throughout the process. This meticulous approach minimizes disruptions and ensures a smooth transition to the new platform.

Seamless Salesforce Integration:

Integrating Salesforce with existing systems is key to unlocking its full potential. Whether it's ERP, marketing automation, or customer service platforms, seamless integration streamlines processes and enhances data visibility across the organization. Work closely with integration specialists to design robust integration frameworks that facilitate seamless data exchange and automation.

Tailored Salesforce Customization:

Every organization has unique processes and requirements, and Salesforce's flexibility allows for extensive customization to align with your specific needs. Collaborate with Salesforce customization experts to tailor the platform's features, workflows, and user interfaces to match your business processes seamlessly. This tailored approach enhances user adoption and efficiency while driving business outcomes.

In conclusion, successful Salesforce implementation requires careful planning, expert guidance, and ongoing support. By leveraging the services of experienced Salesforce consultants and support providers in Australia, organizations can overcome challenges and unlock the full potential of the platform. From initial planning to ongoing optimization, investing in the right resources ensures a smooth and successful Salesforce journey, driving growth and innovation for your business.

Salesforce implementation

[saleforce]

Best Practices for Salesforce Implementation

A CRM system allows companies to manage effectively their customer relations process, sales, marketing campaigns, as well as customer support processes. CRM implementation assists companies of all sizes to improve their processes, streamline workflows and enhance customer relations. Salesforce is among the most well-known CRM platforms as well. Salesforce installation is the method of the integration of Salesforce into a company's business processes.

How do I go about Salesforce Implementation?

The most important steps during Salesforce implementation include assessment of business processes as well as data migration, tailoring Salesforce to meet the business needs users' training, as well as continuous support. The best way to ensure a successful Salesforce implementation is a close collaboration between the team that implements Salesforce, individuals involved in the process, and users.

In this blog, we will walk readers through the Salesforce introduction process and give practical tips to maximize the benefits of Salesforce. When you've finished reading, you will have a an understanding of how to analyze the business process, clear your data, encourage collaboration, and monitor and improve your Salesforce

What is the best way to measure Salesforce the success of Salesforce's implementation?

The ability to measure success is an essential aspect of business strategies and the implementation of the CRM platform such as Salesforce is no different. Through the tracking of the key metrics of performance (KPIs) organizations can gauge the efficacy in the Salesforce implementation services and take decision-based on data to improve their the performance of their Salesforce implementation.

Salesforce implementation KPIs can vary depending on the goals of the business and objectives, but generally include measures such as user acceptance rates and lead conversion rates satisfaction of sales, customer interaction and satisfaction of customers. By keeping track of these KPIs companies can determine the extent to which Salesforce affects their business and make necessary adjustments to optimize its use.

It is essential to determine what you'd like Salesforce to assist you with before you begin the process of implementing it. Cloud Analogy can help you through the process as Salesforce implementation partners and can help you get the most out of the CRM platform.

Salesforce Implementation Steps:

Set your goals and goals: Identify pain points within your current processes and prioritize your goals using the Framework called SMART (Specific goals, Measurable, Attainable relevant and timed).

Review the business process you are using: Assessing your business processes is a crucial step to determine how Salesforce can simplify and streamline your processes. Review existing processes determine the most important operational processes and decide whether Salesforce should be integrated with other systems, such as ERP or marketing automation systems. When you select process improvement options as well as identifying areas in which Salesforce will have the greatest impact on your company.

Select the appropriate Salesforce version: The right Salesforce edition is essential to make sure you that the Salesforce implementation meets your company's requirements and is within your budget. Consider different editions, think about the possibility of scalability to accommodate future growth as well as the possibilities of integration for other software, request for assistance from an expert and utilize trial times to test the features of various versions.

Create a plan for your Salesforce implementation: Define project scope and create teams of project participants with the appropriate stakeholders, choose an implementation partner who meets the needs of your business and develop a detailed project plan with timelines and budgets, as well as resources and responsibilities.

Cleaning of data: Data cleaning before installing Salesforce is crucial to ensure your CRM system has precise and pertinent information. Find data sources, examine the data quality prioritizing data cleaning, to standardize data and check data migration for a smooth change.

Customize Salesforce according to your requirements: Customizing Salesforce to the needs of your company is crucial in adjusting the CRM system you use to suit your particular requirements. Decide on the fields, objects, custom objects workflows, reports, and other fields that you will need to set up and familiarize yourself with the many Salesforce settings options.

Learn your team members: Define training goals and conduct classroom-based training. regularly speak with users to encourage acceptance, monitor progress, and address any issues that may arise.

Optimize and monitor: Monitoring and optimizing the Salesforce implementation is vital to ensure that your CRM fulfills your company's needs and objectives. Establish KPIs and track the performance regularly to find opportunities to improve. Define the consequences and timeframe.

Summary

Salesforce implementation is an intimidating process however, with the right plan and planning, it can be an effective instrument to improve the efficiency of your business and increase sales. It is possible to ensure the success of your Salesforce implementation that is in line with your needs by following the steps in this article, which include setting objectives, evaluating processes, choosing the most appropriate version, preparing your implementation and cleaning your information, customizing Salesforce as well as training your team and analyzing and improving the performance.

Ready to elevate your business with Salesforce? Trust the experts at Cloud Analogy for seamless Salesforce implementation services. From setting SMART goals to customizing Salesforce based on your unique needs, we guide you through every step of the process. Ensure data precision, streamline workflows, and boost sales with our comprehensive approach. Maximize the potential of Salesforce – your key to improved efficiency and customer satisfaction. Contact Cloud Analogy today for a transformative Salesforce experience.

[salesforceconsultant]

4 Tips for a Higher Salesforce Lightning User Adoption

While some businesses are still leveraging Salesforce Classic to take care of their business activities, Salesforce Lightning adoption is becoming more important for organizations that look to improve their process outcomes to a much higher level.  If you have not yet migrated to the Lightning platform then you are missing out on several Lightning features including a Lightning App Builder, Salesforce Einstein’s AI capabilities, and more.

To have a successful Lightning implementation, firms should make a Salesforce Lightning Migration strategy, keeping all stakeholders and business requirements well in check. The following tips can enable businesses to have a higher adoption rate while implementation.

Involve Key Stakeholders

While making the transition from Classic to Lightning, it is important to involve key stakeholders. Doing this will enable implementation experts to address all key issues that are disrupting the workflow and efficiency of team members. For instance, if you are moving both Sales and Service processes to the Lightning platform, then you will need a Sales Rep, a Pre-Sales Analyst, a Customer Service Rep including some top management people who will use the system much differently than other business users.

Take Feedback Along the Way

By involving various stakeholders at the initial stages of Lightning implementation, one can be assured of improvement in the business workflow. As soon as you start implementing Lightning for the initial user accounts, make sure to take feedback from key users along the way. With this, an implementation expert would know whether the newly added component let’s say in the Sales process has made the lives easier or harder for the Sales reps. Implementation experts can use these feedbacks for improving the experience of users until the management is ready to give a nod for its mainstream adoption.

Find Your Super Users

Implementing Lightning poses several challenges and one such challenge is to find the fast adopters of the newly implemented Salesforce Lightning platform. Organizations can also consider hiring Salesforce Lightning Support admins who can help in fast user adoption. Even in the absence of an administrator, firms can find their super users who can help with the actual roll-out, training, and post-implementation questions, however during upgrade stages you may require a dedicated consultant.

Training Them Early

Training plays an important role in having a successful implementation and a higher adoption rate. For ensuring fast adoption after Salesforce Lightning Migration, organizations should conduct pre-implementation training. Doing this will let businesses know the problems with the newly customized platform, and your implementation expert team can address all such hassles before you roll out the product for all end users. Make sure to let your users become comfortable and confident with the diverse features of Salesforce Lightning before going all in.

Wrapping Up

User adoption is crucial especially when you migrate to a more capable and resourceful platform like Lightning that eases development with its drag and drop features, and streamlines business processes with its insightful data. However, just like every implementation process firms can encounter challenges in user adoption. 

By bringing in key stakeholders, finding super users, and training users much before anticipated rollout can help businesses to have a higher adoption, improved efficiency, and higher returns on implementation. 

For a successful Salesforce Lightning Migration, read out our diverse resources available on our website.

[erpcrmdaily]

Sage Intacct is an AICPA certified #1 cloud-based ERP accounting solution that has helped enterprises grow from start-ups to technology giants. It has been beneficial in providing real-time financial and operational insights as well as the ability to automate critical processes. It delivers the automation and controls around billing, accounting and reporting that finance needs to reduce errors, stay audit-ready and scale the business.

The need for

Sage Intacct Integration

The need for simplified accounting offered through Sage Intacct integration can be better understood from individuals who have spent hours consolidating reports. Sage Intacct simplifies and automates basic accounting tasks, providing real-time business insights on-the-go. For a smarter business approach, Sage Intacct integration should be adopted as it streamlines processes and reduces efforts. It allows enterprises to choose applications based on functional needs rather than on the integration concerns.

Available on Sage Intacct Marketplace!

The integrated advantage of Sage Intacct and Sage CRM

The GUMU™ data exchange framework provided by Greytrix facilitates swift data movement between Sage Intacct and Sage CRM. The potential integration helps in overcoming the challenges faced by silos in Sales and Finance teams. Some of the key integration benefits can be listed as under:

360-degree view of customer data provides a complete overview of the information right from the prospect, to sales and support and finance to accounting, together these systems provide complete visibility into your customers’ needs, purchase habits, order history, preferences and outstanding accounts etc.

Information within attention span empowers employees with the ability to convert leads faster and efficiently

Manage data consistency and avoid data duplication across back office and front office for a holistic business process and reduced efforts in rectifying errors.

Enhanced productivity through streamlining processes and automating workflow with just one-click to import any entity from Sage Intacct to Sage CRM.

Link/Unlink existing Sage CRM customers with Sage Intacct ERP data seamlessly.

Real-time Promotion of Sage CRM Company as Sage Intacct Customer and vice-versa. The master data of companies such as Sales Order, Invoice and Quotes can be viewed on user-friendly Sage CRM tabs for individual customers.

Data access on portable devices ensures that your business stays on an always-on mode.

Multi-company integration ensures the data related to multiple companies in Sage Intacct is accessed through a single instance in Sage CRM.

Sales Commission module offered by Greytrix, is an add-on for Sage Intacct, through which users can setup commission rules and automate commission calculations on sales transactions.

With Greytrix over two decades of experience working with GUMU™ integrated Sage ERP – CRM solutions, it has become one of the undisputed leaders in providing Sage Intacct integration. Being #1 Sage CRM Development Partner and recently recognized as the Sage Intacct Development Partner, we pride ourselves on ERP – CRM focused developmental skillsets. Our techno-functional team has a proven approach and experience on working with the development, integration and implementation of Sage CRM using Sage CRM SDK, Sage CRM .NET API, Sage CRM Web Services along with Sage Intacct Web Services. Greytrix world class services for Sage Intacct like offshore development, customization, and consulting are rendered in quick turnaround time to aid forecasting and crucial decision making for your business. Sage Intacct Development and implementation services offer expert support services to optimize Sage Intacct solution according to the enterprise needs.

Does the cloud ERP solution and Sage CRM integration fuel your interest? Are you thinking about integrating your Sage CRM – Sage Intacct, but have some doubts or concerns, we’re here to help!

About Us

Greytrix – a Sage Intacct Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of offerings for Sage Intacct – a Sage Business Cloud Solution. This include migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide.

For more information on Sage Business Cloud Solutions, please contact us at sagecloud@greytrix.com. We will be glad to assist you.

[rodneyfgarrett]

The Top 3 Trends in Customer Service

Customer expectations are higher than ever and still rising—buyers in both B2B and B2C want e-commerce-level convenience and they want it instantly, everywhere. To keep up, modern customer support teams are turning to social media, video, and service design for answers.  

Customers Want Support on Social

Customers want support in the most convenient way possible. The less work, the better, and that means more and more support traffic has been migrating onto social media and messaging platforms. Social media now accounts for 10 percent of all support traffic, and Twitter alone has seen a 250 percent increase in support traffic over the past three years according to the social care platform, Conversocial. The major social media and messaging platforms from Facebook to WhatsApp have all launched business support options in anticipation of this shift.

Why do consumers and busy professionals find social media and messaging support so attractive? Because it’s easy: they already spend much of their time on mobile and they can get help without leaving these apps. Americans now spend five hours per day on mobile phones and one in five of those minutes on Facebook according to TechCrunch.

Social support is more than a fad—Conversocial finds that 42 percent of consumers now prefer it over all other forms of support. If your brand wants to offer great support, it better become a little more social.

Customers Want Faster Support

Today’s consumers want quick resolution. As Shep Hyken, an expert on customer service and New York Times bestselling author wrote in Forbes, “Great companies don’t put customers on hold for extended periods of time.” And 39 percent of customers expect a response within four hours, according to Fast Company. This puts modern customer service organizations under pressure to find ways to deflect more support calls and achieve more first-call resolutions. One way they are doing this is through asynchronous messaging technologies like video.

“Video is asynchronous. When it’s recorded and when it’s watched are at different times, so it’s on-demand. It cuts through the challenges of time and distance,” explains Jeff Loeb, Chief Marketing Officer at Vidyard. Customer support agents who send videos via email can easily provide screen-capture walk-throughs to customers which can be saved and revisited. Companies are also incorporating more video into their self-help portals to build out video knowledge bases to educate their customers on-demand, and creating on-the-spot videos to walk users through their issue quickly:

The goal for companies is, of course, not to abandon customers and force them to support themselves—just the opposite. Brands are charged with improving the experience by making resolution immediate. “Self-service has the biggest impact when based on a win-win philosophy. The primary goal should always be an improved customer relationship,” says Fast Company.

Customers Demand Better Experiences

According to Gartner, 89 percent of companies now expect to compete mostly on the basis of customer service yet very few are living up to that aspiration. Forrester finds that only 23 percent of B2B companies claim to have a customer-centric approach and Salesforce finds that only 17 percent of brands have integrated their customer data across their organizations. What are we to make of this mess? That brands know what they want but not how to get there.

Good service design appears to be the unifying characteristic among brands who are succeeding at creating great customer experiences. Brands like IBM, Uber, and General Assembly rely heavily on service designers whose job it is to define their customer journeys and then work cross-functionally to iron-out the kinks. According to Laura Weiss, Principal at Weiss Collaborative and Senior Experience Design Advisor at consulting firm Slalom, “These journeys are not always easy. They require an alignment of customer needs and organizational capabilities.” Service designers smooth out sales-to-support handoffs, improve onboarding, educate customers, and create experiences that make customs rave with delight and want to renew.

If your customer support organization wants to keep up, it must adapt. That means launching support on social media and messaging apps, reducing resolution time with video and self-help portals, and uniting the business to create more streamlined customer experiences. The brands that do this will find themselves prepared to compete amidst the ever-rising tide of consumer expectations far into the future.

The post The Top 3 Trends in Customer Service appeared first on Vidyard.

from SEO Tips http://www.vidyard.com/blog/top-3-trends-customer-service/

[juliadgomezus]

The Top 3 Trends in Customer Service

Customer expectations are higher than ever and still rising—buyers in both B2B and B2C want e-commerce-level convenience and they want it instantly, everywhere. To keep up, modern customer support teams are turning to social media, video, and service design for answers.  

Customers Want Support on Social

Customers want support in the most convenient way possible. The less work, the better, and that means more and more support traffic has been migrating onto social media and messaging platforms. Social media now accounts for 10 percent of all support traffic, and Twitter alone has seen a 250 percent increase in support traffic over the past three years according to the social care platform, Conversocial. The major social media and messaging platforms from Facebook to WhatsApp have all launched business support options in anticipation of this shift.

Why do consumers and busy professionals find social media and messaging support so attractive? Because it’s easy: they already spend much of their time on mobile and they can get help without leaving these apps. Americans now spend five hours per day on mobile phones and one in five of those minutes on Facebook according to TechCrunch.

Social support is more than a fad—Conversocial finds that 42 percent of consumers now prefer it over all other forms of support. If your brand wants to offer great support, it better become a little more social.

Customers Want Faster Support

Today’s consumers want quick resolution. As Shep Hyken, an expert on customer service and New York Times bestselling author wrote in Forbes, “Great companies don’t put customers on hold for extended periods of time.” And 39 percent of customers expect a response within four hours, according to Fast Company. This puts modern customer service organizations under pressure to find ways to deflect more support calls and achieve more first-call resolutions. One way they are doing this is through asynchronous messaging technologies like video.

“Video is asynchronous. When it’s recorded and when it’s watched are at different times, so it’s on-demand. It cuts through the challenges of time and distance,” explains Jeff Loeb, Chief Marketing Officer at Vidyard. Customer support agents who send videos via email can easily provide screen-capture walk-throughs to customers which can be saved and revisited. Companies are also incorporating more video into their self-help portals to build out video knowledge bases to educate their customers on-demand, and creating on-the-spot videos to walk users through their issue quickly:

The goal for companies is, of course, not to abandon customers and force them to support themselves—just the opposite. Brands are charged with improving the experience by making resolution immediate. “Self-service has the biggest impact when based on a win-win philosophy. The primary goal should always be an improved customer relationship,” says Fast Company.

Customers Demand Better Experiences

According to Gartner, 89 percent of companies now expect to compete mostly on the basis of customer service yet very few are living up to that aspiration. Forrester finds that only 23 percent of B2B companies claim to have a customer-centric approach and Salesforce finds that only 17 percent of brands have integrated their customer data across their organizations. What are we to make of this mess? That brands know what they want but not how to get there.

Good service design appears to be the unifying characteristic among brands who are succeeding at creating great customer experiences. Brands like IBM, Uber, and General Assembly rely heavily on service designers whose job it is to define their customer journeys and then work cross-functionally to iron-out the kinks. According to Laura Weiss, Principal at Weiss Collaborative and Senior Experience Design Advisor at consulting firm Slalom, “These journeys are not always easy. They require an alignment of customer needs and organizational capabilities.” Service designers smooth out sales-to-support handoffs, improve onboarding, educate customers, and create experiences that make customs rave with delight and want to renew.

If your customer support organization wants to keep up, it must adapt. That means launching support on social media and messaging apps, reducing resolution time with video and self-help portals, and uniting the business to create more streamlined customer experiences. The brands that do this will find themselves prepared to compete amidst the ever-rising tide of consumer expectations far into the future.

The post The Top 3 Trends in Customer Service appeared first on Vidyard.

from SEO Tips http://www.vidyard.com/blog/top-3-trends-customer-service/