Moving is hard work. Moving furniture from one house to another takes due diligence and proper planning to make sure the objects being moved aren’t damaged or lost - not to mention that everything fits well into the new environment.
Moving your business data is just as challenging (if not moreso) - and your team needs the right tools in order to succeed. In the end, moving data between orgs (or from no CRM to having one) can be a costly and messy endeavor.
Nearly every enterprise must go through this hectic data migration process at some point in its development. Common challenges that arise during a data migration include underestimating a project’s complexity, poor planning and not setting aside enough resources. If not quickly addressed, these problems can lead to slow user adoption at best and major customer relationship issues at worst.
Before you can begin the monumental task of migrating your data from one environment to another, it’s important to plan out the best approach for ensuring a seamless, secure and streamlined transition. For instance, will your migration be done manually or through a metadata API?
Other considerations to keep in mind before your next Salesforce data migration include:
These are just a few of the factors that should be considered when initiating a data migration.
Once you have a data migration strategy in place, it’s time to execute the dirty details. But just like you need dollies, hand trucks and boxes to aid in the moving process when changing houses, the right software tools and best practices can make your job a whole lot easier during a data migration and ensure a successful integration of your data into the new system.
By partnering with Ad Victoriam Solutions, we can leverage the best data migration tools to facilitate a smooth and seamless transition to Salesforce. We specialize in variety of data migration software and integration services, including:
While creating and implementing a Salesforce data migration plan may cost more time and money upfront, establishing these best practices will improve the usability and efficiency of your new system in the long run - which, in turn, results in higher user adoption rates and a better ROI.
At Ad Victoriam Solutions, we’ve helped countless business and organizations - across a spectrum of industries - maximize the full value of their technology investments through our custom Salesforce solutions and big data consulting services. Our knowledgeable certified big data migration consultants can engineer the perfect custom integration plan and walk your team through each step of the Salesforce data migration lifecycle:
Contact us today to learn more about our Salesforce data migration solutions and how we can add value to your business. We also invite you to check out our case studies for proof of our top-notch work.