Goldmine was a popular CRM over the past 30 years. More and more companies are migrating from the legacy system to Salesforce. It takes special expertise to help migrate. Here are Navirum’s 3 tips for your Goldmine to Salesforce migration:
1) Focus on the benefits of Salesforce: After using a system like Goldmine for 10-20 years, we become attached to some key features. It’s essential to focus on what Salesforce can do and put your energy into configuring the cloud based CRM. Many customers get caught up in the data migration or retrofitting Goldmine automations into Salesforce and lose sight of the fantastic benefits the industry leading CRM can bring.
2) Migrate only the data you absolutely need: Getting your data migration strategy right for a Goldmine migration is one of the most critical steps in the process. Migrating data Is time-consuming and challenging. We advise our clients to migrate what they need and export the remainder to a secure location for future reference. Salesforce allows you to start with a blank slate. Importing years of legacy data will torch your project budget and may leave users with a negative experience using your brand new CRM.
3) Get help from a certified Salesforce partner: With many steps and moving parts involved in the Salesforce migration process, having the proper training and consulting from a Salesforce implementation partner can ensure the best configuration (without future hiccups). When you’re able to maximize Salesforce’s capabilities like the Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud, you can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more.
Navirum is a leading Salesforce implementation partner. We are specialists in Goldmine to Salesforce migrations. Together with our clients, we can unify your data, people, applications, and processes by creating a Salesforce roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
