For existing Salesforce customers, migrating to the Financial Services Cloud (FSC) is a natural next step for Financial Services companies. Existing Salesforce Clients opting to migrate are using Sales Cloud, Services Cloud, or both. They may be using Salesforce Classic or Lightning. From banks, to wealth managers, to mortgage brokers and beyond, this is the next step to getting the most out of our Salesforce investment. The Financial Services Cloud gives you 3 automatic upgrades per year – specific to your industry. Its also gives companies the option to scale and grow their business through Pardot, Experience Cloud, and Revenue Cloud. At Navirum, we do migrations to the Financial Services Cloud all the time. Here are our top tips to prepare for your migration to FSC!
- Upgrade or Migrate: If you have your Salesforce org doesn’t have a lot of customizations, it maybe be possible to just upgrade to Financial Services Cloud. However, for highly customized Salesforce orgs with many AppExchange apps and integration, it will be better to migrate to a new org completely.
- Train your team: Get your team ready for the migration. We recommend training your team at the start of the process on FSC, so they know the system and its benefits. This will feed into the implementation producing better results.
- Create a roadmap for success: The Financial Services cloud has a lot of functionality. We always recommend you start with a relatively simple implementation and introduce functionality to the team over time. Getting your organization involved will allow you to prioritize functionality that delivers value to them and ensure they are involved in the success of the rollout.
- Work with certified Financial Services Cloud Consultants: FSC has a lot of advanced functionality. It’s important you work with consultants who are Salesforce certified in the cloud. This ensures high-value functionality is implemented and you use the system to solve your most important challenges.
Navirum is a leading Salesforce implementation partner. Our team is certified in Financial Services Cloud. To learn more about Navirum please contact us below.
