At Navirum, we are specialists in migrating Maximizer to Salesforce. Here are 4 times to guide your transition to Salesforce.

1. Understand your business goals: The Salesforce CRM offers a huge amount of functionality. It’s really important to understand what your business goals are so these can be aligned with specific functionality in Salesforce. For example, a business goal might be to grow your business by 30%. This can be aligned with growth functionality in Lead and Opportunity Management in Salesforce. Another goal could be to increase customer satisfaction by 20%, which can be aligned with customer service functionality in Salesforce Case and Account Management. 
2. Get stakeholder involvement: Be sure to get a range of people across your company involved in the project. Maximiser has been around for a while. For many of the Maximizer migrations we have helped with, customers have had the system in a business for 10-15 years. Bringing multiple stakeholders e.g. from sales, customer service, management, etc, is a great way to get a broader understanding of your requirements and will help improve user adoption through a wider company-wide contribution. 
3. Get ready for a different data model: Although there are similarities between the Maximizer and the Salesforce data model, there are differences. It’s important to map the data model and fields from Maximizer to Salesforce at the start of the project as part of the design phase. This will allow you to bring over some of the key fields you want to retain from Maximizer as well as ensure your data is imported as efficiently as possible.
4. Prioritize training and adoption: Moving from Maximizer to Salesforce is not just a technology project, it’s an exercise in change management. Many habits, behaviors, and informal processes more than likely surround Maximizer in your business. It’s really important to invest in training your staff on Salesforce using classroom-based training, as well as using other channels like Trailhead, which is an amazing free online learning platform that can be customized around each users learning need. This will help create a healthy system adoption and ensure you get off to possible start using Salesforce!

To find out how Navirum can help you migrate to Salesforce successfully, please contact us for a free consultation.

Salesforce is not just the leading CRM on the market it is arguably one of the best productivity tools for sales, marketing, and customer service. Despite its popularity, Salesforce customers often experience user adoption challenges. This primarily comes from not having a user adoption strategy or support for users. Having implemented Salesforce for thousands of customers, we recognized this and created Orbit. How does Orbit help companies improve user adoption?

• Salesforce roadmap: With each of our clients, we develop a project roadmap to deliver valuable monthly projects to our clients. We encourage your staff to participate in this process. This gives users visibility of upcoming improvements and gets them involved in the Salesforce program
• Frequent training sessions: We can schedule training sessions as frequently as you need. From once a week to once a quarter, we do what it takes to ensure your team is fully capable of using Salesforce effectively.
• Measure progress: We track user progress to see how they are interacting with Salesforce. We also take on board their feedback at different touchpoints. Using the information, we make recommendations to improve your Salesforce instance and build these into your roadmap
• High touch support: With our sub one hour response time, your Salesforce users will get help from a Salesforce expert quickly to resolve technical issues or answer questions by phone, email, Slack, or your own Orbit portal. As part of Orbit, we get to know your Salesforce org in detail. This allows us to respond with solutions a lot faster due to our understanding of your security, code, configurations, and integration.

To learn more about our managed services, please contact us below.

For many companies, implementing Salesforce for the first time can be time-consuming and a big upfront investment. Salesforce is an incredible platform. Some of the most successful companies in the world grow and succeeded with the cloud system, from Cisco to American Express. Not all companies have the internal resources, project management expertise, or the capacity to dedicate to a Salesforce project but still want its benefits. At Navirum, we created Orbit to allow businesses to implement Salesforce successfully over time without the burden on cash flow and staff. 

• Predictable value roadmap: With each of our clients, we develop a project roadmap to deliver valuable monthly projects to our clients. For example, month one is dedicated to Salesforce training, month two focuses on a basic Salesforce setup, and month three delivers an integration with a key system, etc. This makes it easier to assimilate the functionality into each business and spreads the internal time needed over a period of months.
• Reduced cash flow burden: Even moderate Salesforce implementations can cost upwards to $50,000. The cost of starting the project can be tens of thousands of dollars. This is a lot for any business. With Orbit, we create a plan including affordable monthly charges that significantly reduce the cash flow burden and delivers value over time.
• Stop and start your projects as you like: With many businesses, priorities continuously change. We created Orbit so projects can be stopped and restarted at any point. For example, your firm might be very busy in the run-up to the tax deadline or have a seasonal business that ramps up for the Holidays. With Orbit you have the ability to park the project and come back to it at a quieter time.
• Get up and running on your Salesforce licenses fast: For big Salesforce implementations, it can be months before companies can use their Salesforce licenses properly. Businesses start paying subscription fees with little short-term value. With Orbit, we created a program to get companies using Salesforce in days, allowing you to get the maximum value from your Salesforce investment.

To learn more about how Navirum and Orbit can help you please contact us below.

Salesforce is the leading CRM on the market and has the potential to create value for any company. However, maintenance can be expensive. Without the right expertise and planning, it can lead to problems. We created Orbit to help businesses turn Salesforce into a value creator and reduce maintenance costs.

• Salesforce value roadmap: With each of our clients, we create a value roadmap to ensure high-value Salesforce projects are delivered predictably every month. We focus on implementing projects that will turn the dial on business metrics like increasing sales, improving productivity, and reducing the cost of customer acquisition.
• Flexible contracts: With Orbit, we offer plans from as little as one month – perfect for short-term cover to longer-term contracts for bigger initiatives. We are fully transparent about how our consultants spend their time to ensure you get maximum value from your Orbit investment. This approach gives our clients a lot more financial flexibility and peace of mind.
• Reduce maintenance costs: An experienced Salesforce Administrator can cost a company $100,000 a year in salary alone. Without a busy program of work or a broad user base, the admin might not be fully utilized. With Orbit, you can get access to a Salesforce consultant for as little as 10 hours a month. The cost is a fraction of a full-time resource and is backed up by a team of highly experienced Salesforce experts
• Multi-cloud expertise: Most Salesforce customers need expertise across many clouds. With Orbit, you get access to expertise across all major Salesforce Clouds. We are a one stop shop for all your Salesforce needs.

For more information on how Navirum and Orbit can help you please contact us below.

Salesforce is a powerful CRM platform that can help businesses streamline their sales, customer service, and marketing efforts. However, for the platform to be truly effective, it’s important to ensure that all users are properly trained and engaged with the software. Here are a few tips on how to improve user adoption with Salesforce:

• Start with a clear plan: Before rolling out Salesforce to your team, make sure you have a clear plan in place for how the platform will be used, who will be responsible for managing it, and what kind of training will be provided to your team.
• Provide comprehensive training: To ensure that all users are comfortable using Salesforce, it’s essential to provide comprehensive training. This can include on-demand webinars, in-person training sessions, and written documentation.
• Encourage active participation: Encourage your team to actively participate in using Salesforce by assigning specific tasks and responsibilities, setting goals and milestones, and providing regular feedback.
• Make it easy to access: Ensure that Salesforce is easily accessible to all users by providing them with quick links and shortcuts, as well as mobile access to the platform.
• Monitor usage and track progress: Regularly monitor usage and track progress to identify areas where users may be struggling and provide additional support.
• Create a feedback loop: Encourage users to give feedback and suggestions for improvements to the platform, which will help you to continuously improve the user experience and increase adoption.
• Gamification of Salesforce: Adding gamification elements to Salesforce can make it more engaging, and increase adoption. For example, create leaderboards, badges and rewards for user engagement, and progress on different tasks.

By following these tips, you can improve user adoption of Salesforce and ensure that your team is fully utilizing the platform’s capabilities to drive business growth.

For more information on how we can help with your Salesforce needs please contact us below.