As more and more business migration from HubSpot to Salesforce, its critical to do the migration properly to ensure you get up and running on your Salesforce licenses as quickly as possible and to ensure Salesforce has high adoption levels with your employees.
1)Get your team involved: Very often system implementations land in the inbox of the IT team, but its very important to take a multistakeholder approach – even for small businesses. Ensuring you have representation across all department will boost adoption and will help spot important requirements needed for each area of the business.
3)Keep it simple at the start: Its not always necessary to implement all aspects of your Salesforce vision in phase 1. You will generally have higher implementation success and a much greater uptake from your team if you keep the first phase of the project as simple as possible. Create a Salesfroce roadmap and talk about the features that will be released over the next 6-12 months. This will keep Salesforce top of mind and highlight the importance of the system to your company.
3) Run HupSpot in parallel to Salesforce for a while: In keeping with tip 2, keep some of your HubSpot licenses and keep the system alive for at least 3-6 months. This will help smooth the transition and ease anxiety about the sudden switch to a new system. It will also allow you to transition data & functionality over time to Salesforce
Navirum is a leading Salesforce implementation partner. We are experts in migrating HubSpot to Salesforce. Together with our clients, we can unify your data, people, applications, and processes. 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.
Kristina3 Tips For Your HubSpot to Salesforce Migration
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. The Goldmine CRM is a challenging system to migrate from for many reasons and should not be under estimated. Goldmine Software has many quirks that make it hard to move away from thats probably why so many companies have been using it for 20-30 years, making it a gold mine for some and a coal mine for others… metaphorically anyway! Don’t fret
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.
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Kristina3 Powerful Tips for Migrating From Goldmine to Salesforce
More and more financial services companies are implementing Marketing Cloud to scale and grow their businesses. From B2C to B2B, the trend is the same. Banks and Insurance companies are choosing marketing automation to create amazing client experiences and improve productivity. Here are Navirum’s 3 tips for implementing Marketing Cloud.
1)Define your business goals: Whether you’re in wealth management, insurance, private equity & venture capital, or banking, it is essential to identify your specific objectives and outcomes for the project with quantifiable targets. For example, create a better client experience or improve cross-selling and upselling. With the end goal in sight, focus on configuring and customizing the parts of Marketing Cloud that will help you achieve those business goals.
3)Define your technical requirements: It’s critical to define how you plan to use Marketing Cloud. The system offers a lot of functionality. It’s important to focus on customizing the features that will add value to your business. Also, consider how the system will be integrated with other company systems like Salesforce CRM, email, and your company website. For the financial services industry, businesses need to keep on the right side of regulatory compliance and data privacy. It’s important to factor your unique regulatory constraints into the implementation.
3)Get help from a certified Salesforce partner: With many steps and moving parts involved in the Marketing Cloud implementation, having the proper training and consulting from a Salesforce Marketing Cloud partner can ensure the best configuration (without future hiccups). Marketing Cloud 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 Marketing Cloud and Salesforce implementation partner for the Financial Services industry. Together with our clients, we can unify your data, people, applications, and processes by creating a Marketing Cloud 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.
Kristina3 Tips For Salesforce Marketing Cloud Implementations For Financial Services Companies
Salesforce is a powerful CRM platform with dozens of industry-leading tools and features. Unfortunately, that also means using the service can get complicated, and it’s easy to misuse its features. In this guide, we’ll help you take your Salesforce platform to the next level. Here are the top five Salesforce tools you’re not using but should.
1. Keep Your Data Clean with Validation Rules
Keeping your sales and marketing data can get complicated. So, creating and maintaining consistent standards for your data entry procedures is a must. If you don’t keep your information uniform and structured, accessing it to gather insights becomes nearly impossible.
Luckily, your team members don’t have to get degrees in business data management to use Salesforce effectively. By using the platform’s Data Validation feature, you can ensure that the data being recorded meets your standards before it gets saved. That way, you can easily navigate your information and generate reports without any headaches.
2. Move Information with the Data Loader
Now that you’ve solved the problem of inputting data, it’s time to manage it appropriately. Moving data is one of the most common information management processes. Whether you’re trying to import data from a spreadsheet into your Salesforce tool, or trying to export Salesforce records to an external platform, moving data can be an arduous task.
You can save yourself from hours of copy-pasting by using the Salesforce Data Loader. This powerful tool makes moving large amounts of data easy and intuitive. The Data Loader features a simple drag-and-drop interface and can move up to 5 million records at once. With this tool, a data move that would have taken hours can get done in mere minutes.
3. Automate Procedures with Workflows
Every financial service business has a few processes that nobody wants to do. These tasks are crucial to the success of the company, but they’re also repetitive and mind-numbing. To make matters worse, getting these chores done means dedicating valuable time and wage pay that could be put to better use.
Fortunately, there’s a solution: Salesforce Workflows. Workflows let you take repetitive tasks like sending notifications or verifying customer information and automate them. That way, you can continue accomplishing these tasks while dedicating your team’s efforts to more demanding, higher-level tasks.
4. Tailor Your Platform with the Lighting App Builder
Your business is unique, so why should you be stuck with one-size-fits-all tools? The Salesforce platform has plenty of pre-built applications for most of your company’s needs. But what if you have a special process that isn’t represented in Salesforce?
The Lightning App Builder lets you create custom applications and workspaces that are tailored to your company and its processes. It lets you modify your platform, include the features you need, and trim away the ones you don’t. That way, you get the ideal Salesforce experience without having to settle for a cookie-cutter solution.
5. Get Custom Tools with the Financial Services Cloud
Salesforce is always expanding its platform to benefit more industries. One of the biggest salesforce expansions is the Financial Services Cloud – a platform that’s customized for financial services companies. It offers tools and processes that are unique to financial service businesses. So, if your financial service company isn’t using the Financial Services Cloud, it’s missing out.
Navigating the Salesforce platform can get complicated. Fortunately, we’re here to help. At Navirum, we have an expert team of Salesforce consultants who can guide you through setting up and using this powerful platform.
With our help, getting started with Salesforce in your company is seamless and headache-free.
Kristina5 Salesforce Features You Don’t Use But Should
Since the company was founded in 1999, Salesforce has become one of the world’s biggest B2B companies. Boasting a roster of high-profile clients like BestBuy and Adidas, it’s clear that any business can benefit from using the tool.
Discover Why Financial Service Companies Need Salesforce Consulting
Salesforce is a powerful CRM tool that can be highly beneficial for financial service companies. However, to get the most out of Salesforce, it’s crucial to partner with a Salesforce consultant who understands your company’s unique needs and can help you maximize the tool’s potential. Here are five reasons why financial service companies need Salesforce consulting:
Customize Salesforce to Match Your Specific Needs
Salesforce is an excellent tool for improving your customer relationships and ensuring that your sales process runs smoothly. Unfortunately, that doesn’t mean you can just start using Salesforce without any direction or customization and expect the tool to do wonders for your brand.
Tailoring Salesforce to your company lets you create things like custom templates, specialized processes, and personalized applications that are tailored for the needs of both customers and employees.
For example, suppose a financial service provider wants their clients’ data organized in different ways than it currently is. They can customize certain features within Salesforce based on what makes sense according to how complex or simple each client situation might be – ensuring better customer experience while also streamlining internal workflows! Working with a consultant helps you get the direction and guidance you need to use Salesforce effectively for your business.
Some of Salesforce’s most helpful features are its analysis and data insights capabilities. The platform lets you track and monitor many significant CRM metrics that give you a better understanding of your customers and your business.
Salesforce is an incredibly powerful CRM tool. But that also means using it can get complicated at times. Data entry is no exception. Unless you are a seasoned data analyst, it is easy to make an error when entering information. If your data is inaccurate or improperly placed, Salesforce won’t be able to process your statistics correctly and give you precise reports when you need them.
The data you enter into Salesforce is crucial for accurate reporting. Working with a professional consultant will ensure that all of the information in your company’s records can be properly processed by the tool’s algorithm, which means better metrics and less time wasted on meaningless tasks like paperwork compliance or struggling through old reports yourself!
Develop Efficient Workflows and Processes
Another one of Salesforce’s highly convenient features is the tool’s ability to manage and automate your business’ CRM processes. It lets you set parameters and criteria to execute remarkably precise automated workflows exactly when you need them without any manual input or maintenance. Over time, implementing the correct processes will save you significant time and money, not to mention freeing you from having to do all those tedious tasks yourself!
As with most of Salesforce’s tools, the complexity and customization potential of workflows can leave many business owners lost and confused. This often leads to automated processes failing, not working as they were designed to, and even automating the wrong workflows at the wrong time. All of these can have a severely negative impact on your business and cause you to spend hours trying to fix and maintain your automated processes.
Working with a Salesforce consultant will ensure that the workflows you create on the platform are accurate and function as intended. With properly designed and programmed processes, you can save hundreds of hours of work while still having peace of mind knowing that your workflows are running properly.
Every business owner wishes that they could read their customers’ minds. While there aren’t any tools on the market that can give you psychic abilities, Salesforce’s customer analytics software comes pretty close!
The tool’s industry-leading software lets you get exceptional sales and marketing analytics without the need for assistance from the IT department. From tracking where your leads are coming from to monitoring which ads are having the most success, Salesforce lets you track all of that.
A recent study by Harvard Business School professor, Michael Luca, found that companies who used Salesforce to track customer behavior saw a 5-10% increase in sales. The study also found that those companies who used Salesforce to track customer interactions were more likely to retain customers and receive word-of-mouth referrals. Using Salesforce is a valuable way to gain insights into customer behavior – provided you’ve set the tool up correctly.
Having an experienced Salesforce consultant on your team to walk you through the platform setup is invaluable. Not only will they help you guarantee that you’re tracking the correct customer analytics, but they might also open your eyes to additional opportunities on the platform that you might have overlooked otherwise!
Optimize Platform Performance and Productivity
The last (but certainly not least) reason to work with a Salesforce consultant is the opportunities you’ll have to optimize your platform. The Salesforce platform has over 1.5 million users. With so many businesses using the platform, optimizing Salesforce for your business is crucial to differentiate yourself from competitors.
While it’s possible to use Salesforce without optimizing it for your business, the result will likely be slow and inefficient. Supercharging your business performance with Salesforce requires making the platform your own. This is where a Salesforce consultant comes in. From making your workflows faster to eliminating unnecessary features, a Salesforce consultant will help you engineer the platform to be your ideal CRM tool!
How Navirum can help?
If you’re a financial services company looking for ways to improve your sales process and increase productivity, Salesforce consulting is the answer. Our team of experts will work with you to customize Salesforce to match your specific needs, ensure data accuracy and completeness, develop efficient workflows and processes, gain insights into customer behavior, and optimize platform performance and productivity – all with the goal of helping you boost your bottom line.
Get in touch with us today to learn more about how we can help you take your business to the next level!
What does a Salesforce consultant actually do for a financial services firm?
A Salesforce consultant helps financial firms customize, implement, and optimize Salesforce to meet their unique operational needs. This includes setting up custom workflows, ensuring data integrity, integrating with existing systems, and training staff for long-term success.
Why can’t we just use Salesforce out-of-the-box?
Salesforce is a powerful tool, but it’s not pre-configured for your specific business model. Financial services firms need tailored setups for things like compliance, client segmentation, portfolio tracking, and KYC processes. A consultant ensures the platform works exactly how you need it to.
How long does it take to customize Salesforce for a financial services firm?
It depends on the size and complexity of your organization, but a basic customization may take 4–6 weeks, while more in-depth configurations, integrations, and automation can take 2–3 months or more. At Navirum, we start with a clear roadmap to ensure timelines are realistic and goals are met.
Is Salesforce secure enough for sensitive financial data?
Yes. Salesforce complies with top-tier security and compliance standards including SOC 2, GDPR, and FINRA guidelines. With the right configuration, you can enforce role-based access controls, encryption, audit trails, and more. A consultant ensures your setup meets regulatory and internal security standards.
Can a consultant help us migrate from another CRM like HubSpot or Zendesk?
Absolutely. One of the key roles of a Salesforce consultant is to manage migrations from legacy CRMs. This includes data mapping, cleansing, and validation to ensure that no important data is lost or misconfigured in the process.
What kind of ROI can we expect from Salesforce consulting?
How can consulting improve our workflow automation?
A consultant will help you design, build, and test automation rules that handle tasks like onboarding, follow-ups, compliance checks, and reporting. This leads to significant time savings and reduces the risk of manual errors that can impact service quality.
What if we’ve already been using Salesforce for a while—do we still need a consultant?
Yes. Many firms use Salesforce at a basic level and miss out on features that could transform their operations. A consultant can audit your current setup, recommend improvements, and optimize the system for better performance and user adoption.
How much input will our internal team need to provide?
Your input is essential for success. Consultants will guide the process, but they’ll need collaboration from key stakeholders to understand your processes, goals, and compliance requirements. The more aligned the team is, the better the results.
How do we get started with Salesforce consulting at Navirum?
Simply book a free consultation with our team. We’ll assess your current setup (or future goals if you’re starting from scratch), walk you through potential solutions, and provide a roadmap for a successful Salesforce rollout or optimization.
Speed is the new currency in today’s digital world. DocuSign is a simple solution that allows you to take paper out of your supply chain, allowing your business to not only move faster but deliver a seamless customer experience.
In today’s digital world, paper based business processes make companies less competitive resulting in slower sales cycles, longer collection periods, and increased paper related costs.
In today’s hyper connected world, every B2B business needs to be extremely efficient. Salesforce and DocuSign are two of the most popular CRMs and eSigntature tools for driving growth. Combining these two applications can deliver huge efficiencies to any business.
DocuSign for Salesforce is available on the Salesforce AppExchange. It allows you to seamlessly integrate the two systems. Integrating the systems delivers substantial benefits including
Faster deal cycles – as a signature is only a click away. 90% of deals close within 1 day.
Integrates across multiple Salesforce products – including Sales, Service, Community Cloud and more.
Send documents for signing directly from Salesforce – reduces the time spent moving from Salesforce to DocuSign – no more swivel-chairing!
Automatically merge data fields – with the two systems integrated you can pull Salesforce information like names, addresses, email etc into DocuSign directly
Sign from any device – from a PC, tablet or phone, customers can sign documents in real time.
Improve Salesforce adoption – DocuSign gives users another reason to use Salesforce, increasing Salesforce ROI.
Combining Salesforce and DocuSign can deliver huge productivity gains to any business allowing you to close deals faster, whilst creating a seamless experience for your customers. The numbers speak for themselves – with over 4000 reviews on the AppExchange and an average rating of 4.5/5, the Salesforce community clearly likes the pairing.
At Navirum [On Demand], we are specialists in configuring DocuSign for Salesforce. As a DocuSign partner, we help customers across North America and Europe to connect the two systems. We help businesses avoid common integration pitfalls, guaranteeing to implement the solution on time and on budget. You can buy an ‘off the shelf’ solution on Fiverr here. To find out more, contact us for a free consultation.
Get in touch with us today to learn more about how we can help you take your business to the next level!
KristinaSupercharge Sales & Productivity with DocuSign for Salesforce
