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How to Ensure Successful Salesforce Migration from your Legacy System

Ensure Successful Salesforce Migration

Data migration is not a new concept for any company. It’s quite a common practice to move data from one place to another. What can be new to them is the process to migrate their data entirely on a new CRM platform. Many companies that have been using their legacy systems are now working to ensure successful Salesforce migration to raise the level of their productivity and make the most of the CRM functionalities. 

Following the best practices of Salesforce migration can help companies to conduct successful migration, ensuring there is no redundancy or data loss. Moving to Salesforce has become a common approach for organizations these days because of the irresistible benefits the CRM platform offers. 

Why You Need Salesforce Migration

Migrating to Salesforce has its own importance. Mentioned below are some of the reasons that could make Salesforce data migration irresistible for companies:

  • Access features that could boost productivity
  • Easier accountability through reports and dashboards
  • Added capability to scale resources’
  • Ease to customize the platform according to the business
  • Significant functionalities to improve lead management

And that’s just a few benefits Salesforce provides its users. But to leverage all of these, you need to ensure successful Salesforce migration. 

Ways to Ensure Successful Salesforce Migration

Migrating your data to an entirely new platform can be a high-risk venture. But with the right measures, you can cut down the risks and ensure a successful migration. Here we have discussed some ways that will help you achieve Salesforce migration smoothly:

1. Maintain Clean Data

Having clean data can give you a solid foundation to successfully run your migration process. You can ensure this by using custom fields, making sure that each custom field runs through a clearance process. 

2. Get a Data Governance Plan in Motion

Create a data governance plan keeping all the stakeholders in the loop. It will help all the departments to be on the same page. Make sure to pay attention to specific details like the number of legacy IDs mapped to user IDs and the data that is to be added or removed during the Salesforce migration. 

3. Set Up a Pilot Project

There can be times when the data structure might conflict with the governance plan. In that case, you should begin the process with a pilot project so the teams can understand how the import process will be followed on the CRM. It is important to run such a pilot project even when you are starting with Salesforce implementation to gain a better understanding of the process.

Ensure Successful Salesforce Migration with Experts

Moving to Salesforce can be a breakthrough for your organization but to ensure you are getting all the benefits of Salesforce, you have to ensure a smooth migration process. The best way is to take help from Salesforce experts for a smooth and successful migration. 

Contact us to know more about how you can move your data smoothly on Salesforce.

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