Ensuring a Smooth Data Migration

Ensuring a Smooth Data Migration

Data migration can be a stressful and challenging process. The more complex your system is, and the longer you have been collecting data, the harder it can be to accurately understand, process, and transfer all of your essential business data. So, to ensure a smooth migration of your precious data to Salesforce®, you will want to make sure that you give your business a truly fresh start, and that means giving your data a deep cleaning.

Maybe you know your Contact List could use some cleaning up, or you need to remove companies that you are no longer associated with? You might also need to add new Leads to your existing data?

These can be some of the most frustrating and tedious steps on your way to CRM bliss. But they don’t have to be! Here are common issues AdVic encounters – and we fix – before starting any Salesforce migration project.

Emails

Salesforce is a great way to communicate with your contacts but to do so you need to have a way to reach them. Salesforce requires email addresses to be correctly formatted. If the email address is not in a recognized format, the whole record gets rejected. You could spend hours going through hundreds of thousands of records correcting email addresses. SQL data functions should be used to check for many data variations, like email addresses ending in periods, missing the “@” symbol, and excluding email addresses like no@email.com.

Phone Numbers

While Salesforce makes sure that email addresses are correctly formatted, you do not see as many issues with phone numbers. That’s mainly because there are so many ways to format a phone number, anything from (123)-456-7890 to 000-000-0000, with or without extensions, so Salesforce doesn’t typically reject a phone number. But there are ways to clean up fields and check for phone numbers you can’t reach, like ones with less than 10 digits, being all one number, and sequential phone numbers, like the example listed above.

Addresses

If you are like most companies, addresses are not one size fits all. From abbreviated states to full state names, a full address in one field, multiple fields for streets, and international addresses. We know this can be very challenging, but SQL functions can help with all of these issues. Using SQL, addresses can be standardized so they all are formatted the same. If you have states that are a mix of a full Georgia, GA, Alabama, and TN, they can be converted to be either full state names or the abbreviated name. When you have some addresses that are all capitalized and some that are not, those can be set to the address fields to the proper case or all capitalized letters for consistency. If you need to parse out your address to fit into Salesforce address fields, that can also be done. For example, if your address is 6525 Shiloh Rd., Suite D-300, Alpharetta, GA, 30005, then we would parse this into a street, suite, city, state, and zip code for an easy transition into Salesforce. Anything to make sure your contacts have reachable addresses.

Duplicate Contacts

Many of AdVic’s clients have sales representatives who maintain their own client contact information. When migrating those contacts into Salesforce, you could be dealing with multiple sales representatives with the same contact information and that’s a huge headache. De-duplication and merging functions can solve these issues. The best place to start is by determining what, based on your data points, identifies a record as a duplicate. Generally, this may be a combination of Name, Email, Phone Number, and/or Address. With deduplication, duplicates are identified and one record is kept. When merging, all duplicated records are combined into a single record, again based on the identification of what data is accurate.

So, remember, nearly every enterprise goes through a hectic data migration process at some point in its development. Just be sure to take the time to address the issues outlined above before you start. If you don’t, you are risking problems that can lead to slow user adoption at best, and major customer relationship issues at worst.

Ad Victoriam Solutions maximizes the top best data migration tools to facilitate a smooth and seamless data transfer to Salesforce. Since our consultants have decades of experience with many migration tools, they understand the complexities of migrations and are able to deliver the right solution for each business. Contact an AdVic Data Migration Specialist today!

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8 Benefits of Moving to the Cloud

8 Benefits of Moving to the Cloud

With the cloud, end-users and your teams are able to access software and applications from wherever they are, using the device of their choice. They can work from anywhere.

If your business has yet to tap into the power of the cloud, these eight benefits of cloud computing should change your mind.

Reduce Expenditures, Increase Efficiencies

Migrating to the cloud reduces – and in many cases – eliminates the need for your business to purchase equipment and operate out of a data center. Now, you are seeing significant savings on hardware, facilities, utilities, and other expenses required from traditional computing. You will also reduce the need for on-site servers and expensive software, trimming your IT budget further.

Flexibility

The cloud gives you and your employees the flexibility to work from any location. Employees can complete their tasks at home or from the field. This is particularly valuable in an era when employees desire flexibility in their schedules and work environment. You can also reduce the number of workstations in your office and allow some employees to work from home, further saving costs.

Increase Collaboration

Cloud-based workflow and file-sharing applications give your teams the ability to work together more easily and efficiently. Employees can make real-time updates, see what other team members are doing and communicate effectively. This level of collaboration speeds up projects and improves customer service.

Disaster Recovery

Hosting systems and storing documents on the cloud provides a safeguard in case of a disaster. Man-made and natural disasters can damage equipment, shut off power and paralyze critical IT functions. Supporting disaster recovery efforts is one of the important advantages companies attain when they move to the cloud.

Data Security

It’s just a fact that storing data on the cloud is safer than storing it on physical servers and in data centers. Think of it this way, a breach of security on your premises can lead to compromised data security if laptops or computers are lost or stolen. However, if you have data on the cloud, you can immediately delete any confidential information remotely or move it elsewhere. It’s also a fact that breaching security protocols on cloud platforms is difficult.

Document Control

The more your employees and partners collaborate on documents, the greater the need for tight document control. Prior to the cloud, you and your employees sent files back and forth as email attachments to be worked on by one user at a time. More often than not, that ended as a mess of conflicting file content, formats and titles. However, when you move your business tasks to the cloud, all files are stored centrally and everyone sees the one up-to-date, true version of the file or document.

Automatic Software Updates

With your servers off-site and in the cloud, your hosts take care of them for you by taking charge of regular software updates – including security updates – so you don’t have to worry about wasting time maintaining the system yourself. That leaves you free to focus on the things that matter, like growing your business.

Compliance Needs

If your industry, for instance, is healthcare or financial services, ensuring data compliance is essential for your business. Moving operations to the cloud ensures that your business is using cloud-based tools and services that are already compliant, helping to remove some of the burdens of compliance from your IT team.

No doubt there are many more benefits of moving to the cloud that are not listed here, but these are some of the big ones.

Ad Victoriam has helped bring big changes to businesses all across the country. Contact us today to learn how we can help your business migrate to the cloud with little-to-no impact on daily operations, but a serious boost to your bottom line.

 

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Customer Success Stories: Salesforce CPQ, Data Migration & Pardot Implementation for Industry-Leading Human Resources Firm

Salesforce CPQ

Ad Victoriam Solutions partnered with a human resources firm that unifies employee engagement through EAP and well-being programs as well as perks and recognition for employees. They work with 49,000 businesses and provide a network of 20,000+ clinical experts and 16,000 retail merchant partnerships. They wanted to a Salesforce CPQ implementation as well as Pardot.

Read the case study to find out the results.

The Story

This company required a trusted advisor to guide them through a complex data migration, process standardization, Salesforce CPQ (Click, Price, Quote) and Pardot implementations. Teams were using separate CRMs and spreadsheets to manage data and processes. They needed someone who could simplify the complex.

The Challenges

  • DATA MIGRATION
    • Mapping between three
    • different systems
    • Managing data quality
  • SALES CLOUD (process standardization)
    • Managing a sharing model to meet EU privacy laws
    • Managing data needed to track and
    • commission brokers
  • SALESFORCE CPQ
    • Tracking sales of configurable products
    • Managing dual approval tracks for
    • one product
  • PARDOT
    • Meeting requirements of a global team
    • including managing anti-spam laws

Salesforce CPQ & Pardot Implementation Results

Within two months of implementation, the company was up and running with their legacy data fully migrated into Salesforce, including data from various spreadsheets. They have visibility into their products and customers like they never did before, and we were able to accommodate changes in processes and product offerings along the way with little impact to their budget and timeline.

At Ad Victoriam Solution, we’re problem solvers. Let us tailor a solution just for you. Contact our knowledgeable consultants today to find out how we can help add value to your organization.