There are no shortcuts, but the various process, tools used could help in making it more effective and error free.
On-premise to Cloud Migration
Are you ready for Migrating your CRM?
Migration from one CRM software to another is not a simple switch over by the toggling a switch. It requires a lot of detailing which involves assessing the migration activities like customizations, business process flows and workflows, data mapping, data preparation and migration runs. All these involves critical business and technical stakeholders from the customer side to make sure that the CRM migration partner strategy and methodologies followed are considering the various risks as well.
Here are few things to check before you start this migration journey:
Is the business users or the key stakeholders ready for such a switch over?
From an organization and business point, is this the right time for this migration?
Do we have enough bandwidth internally with the key stakeholders to spend for this migration effort?
How would you prepare the internal team for the readiness to use the platform from training to adoption, to ensure that there are no typical hiccups in a smooth transition without affecting the business plans.
This guide is just an informative approach for any user to prepare and make sure you that you are aware about the common pitfalls to avoid, when making the switch from Salesforce to Microsoft Dynamics 365. Most importantly to impart any methodology, you would need the right guidance and little help from a Microsoft Certified Cloud Solution Provider to successfully make the transition to Microsoft Dynamics 365.
As part of the Sysfore process we do the following steps in detail with a team of CRM technical and functional consultant working closely with your team.
Sysfore's Rapid Migration Approach
- Sysfore Migration Assessment Workshop
- Sysfore Migration Planning Workshop
- Sysfore Data Migration Workshop
- Sysfore Onboarding Sessions