Change Management and Training
Once your Salesforce data migration is complete, there’s still work to be done to get advisors up to speed on the newly enhanced platform. ShellBlack’s proven change-management expertise and certified Salesforce instructors can transform this often-overlooked component of CRM consolidation into a powerful driver of employee satisfaction while fueling positive, profitable client outcomes.
NEW SALESFORCE IMPLEMENTATION MIGRATIONS
Work with a dedicated team of data specialists
When you move to Salesforce, almost inevitably you’ll have to tackle the job of bringing over your historical customer, transactional, and company data. Before we import any information into Salesforce, we’ll task you with two preliminary steps:
- Identify where your customer and company information resides today. That could be in your email client, an accounting system, spreadsheets, internal databases, a data warehouse or data mart, your ERP, or a legacy CRM system.
- Weigh the value of this information in terms of its relevance once imported into Salesforce. As you’ll hear us say, “Just because you can put it into Salesforce, doesn’t mean you should.”
Once you’ve identified the sources of your company data and determined what you’d like to migrate, our team of database administrators will do the heavy lifting of mapping fields and transposing the information to make it accessible in Salesforce for your users and for reporting.
M&A ACTIVITY
Streamline complex migrations to set stakeholders up for success
There are a few common types of M&A transactions (mergers and acquisitions) — tuck-ins, full-fledged office acquisitions (or bolt-ons), or a merger of equals — and each one impacts data complexity and CRM requirements in its own way. Whatever specifics your migration may require, the CRM specialists at ShellBlack can help you tap into Salesforce insights and automations that drive satisfaction and differentiate your firm in scalable, cost-effective ways.
Org Merge or CRM Consolidation
Consolidate multiple business entities into a single Salesforce CRM
Due to the vast number of customizations that may exist in either CRM, a Salesforce org-to-org migration requires a lot of planning and coordination to effectively combine business processes and workflows. There are many benefits to having a single Salesforce instance versus multiple iterations, including:
- Centralized user administration
- A common master database available to sales and marketing for up-sell and cross-sell opportunities
- A single connection point for integrations and third-party apps
- The ability to roll up data to a shared set of dashboards for management
Our tenured team has seen and conquered these hurdles and challenges before. Let us guide you through the process for a successful org migration.
