The Navirum Salesforce Health Check is designed to help you get the most out of your Salesforce investment and ensure you are using the system most effectively. The only constant in business is change, and ensuring your Salesforce org is keeping up with that change is not easy. Our Health Check is designed to help you understand where your Salesforce instance is versus Salesforce implementation best practice and limits, industry standards, and whether or not the system is inhibiting or enabling you to reach your goals. Our Health Check is designed to help you spot the opportunities for improvement so you can take your Salesforce implementation to the next level. We can Health Check a range of Salesforce products, including:
Sales Cloud
Service Cloud
Financial Services Cloud
Community Cloud
Revenue
Marketing Cloud
Pardot
Our focus on Financial Services gives us a unique perspective on how to leverage the Salesforce platform to be as efficient and productive as possible using the world’s leading CRM. Navirum offers a unique Salesforce Health Check which is tailored to Financial Services clients including an analysis of the following:
Security and access: Ensuring access is only limited to verified users is paramount in today’s world with so many staff working remotely. We can advise on how to firm up your security policy and implement basic techniques like two-factor authentication to limit access
Data privacy and regulations: If you are concerned about Salesforce and data privacy standards like PCI, HIPAA, and GDPR, we can guide you on how to align your Salesforce instance with these unique regulations.
Internal data sharing: Worried about internal data sharing? We can advise on ‘who sees what’ and make recommendations to implementation structures like Chinese Walls using Salesforce
Alignment with financial services best practice: Are you using Salesforce in alignment with other Financial Services firms? Our Health Check process allows us to benchmark your Salesforce implementation with a variety of sub-verticals e.g. Wealth Management, Insurance, Banking, Fintech, Lending, Private Equity, and many more.
Review Salesforce configurations, customizations, and code: We will take an in-depth look at your customizations and, if needed, will make recommendations for improvement and optimization.
Current usage versus allowable Salesforce limits: We will benchmark your current usage e.g. data storage, the number of custom objects versus limits, etc. This will allow us to answer many common questions. Are we maximizing our investment in Salesforce? Are we at risk of being hit with extra charges from Salesforce? When will it be time for us to upgrade?
Health Check Deliverables
As part of our Salesforce Health Check we deliver the following valuable assets, which can be used to guide the direction of your Salesforce journey:
Summary of areas to optimize and improve
Key risks and how to mitigate them
High-level Salesforce roadmap
Get in touch with us today to learn more about how we can help you take your business to the next level!
Migrating from ACT! to Salesforce can be a transformative journey for your business. With Salesforce’s robust CRM capabilities, you can streamline operations, enhance customer relationships, and ultimately drive growth. However, the migration process can be daunting without a clear strategy. Here are seven essential tips to ensure a smooth transition.
Before diving into the migration process, it’s crucial to define your business goals. Salesforce offers a plethora of functionalities, and aligning these with your objectives will maximize your investment. For instance, if your goal is to grow your business by 30%, you can leverage Salesforce’s Lead and Opportunity Management features to track and manage potential sales effectively. Alternatively, if increasing customer satisfaction by 20% is a priority, focus on Salesforce’s Case and Account Management functionalities to enhance your customer service efforts.
Key Takeaway:
Align Salesforce functionalities with your specific business goals to ensure a successful migration.
2. Get Stakeholder Involvement
Involving a diverse group of stakeholders in the migration process is vital. Many businesses have relied on ACT! for 15-20 years, and transitioning to Salesforce requires input from various departments, including sales, customer service, and management. Engaging multiple stakeholders will provide a broader understanding of your requirements and foster user adoption across the organization.
Key Takeaway:
Engage stakeholders from different departments to gather insights and improve user adoption.
Migrating from ACT! can present challenges, especially when it comes to sharing access with external consultants. Since ACT! operates on traditional servers, consider sharing screenshots of the objects to be migrated, including relevant subtabs. Additionally, exporting data samples into Excel spreadsheets can facilitate communication with your implementation team. Always consult with your legal counsel before sharing customer data, and consider signing NDAs and encrypting sensitive information.
Key Takeaway:
Share necessary data and access with caution to protect sensitive information during the migration.
4. Prepare for a Different Data Model
While there are similarities between the ACT! and Salesforce data models, significant differences exist. Mapping the data model and fields from ACT! to Salesforce during the design phase is essential. This preparation will help you retain key fields from ACT! and ensure efficient data importation into Salesforce.
Key Takeaway:
Map your data model early to facilitate a smooth transition and efficient data import.
5. Focus on the Benefits of Salesforce
During migration, it’s common for businesses to want to retain some old ACT! functionalities. While it’s acceptable to bring over certain objects and fields, remember that most of ACT!’s functionalities are already available in Salesforce. Focus on the long-term benefits of Salesforce, such as improved automation, analytics, and customer engagement, rather than trying to replicate every feature from ACT!.
Key Takeaway:
Emphasize the advantages of Salesforce over retaining outdated ACT! functionalities.
6. Prioritize Training
Transitioning from ACT! to Salesforce is not merely a technological shift; it’s a change management exercise. Many employees may have developed habits and informal processes around ACT!. Investing in comprehensive training is crucial for successful adoption. Utilize classroom-based training and online resources like Trailhead, a free platform that offers customized learning paths for users.
Key Takeaway:
Invest in training to ensure your team is well-equipped to use Salesforce effectively.
7. Monitor and Optimize Post-Migration
Once the migration is complete, the work doesn’t stop there. Continuously monitor the system’s performance and gather feedback from users. This will help identify areas for improvement and ensure that Salesforce is being utilized to its full potential. Regularly review your business goals and adjust your Salesforce strategies accordingly.
Monitor performance and gather feedback to optimize Salesforce usage post-migration.
Conclusion
Migrating from ACT! to Salesforce can significantly enhance your business operations, but it requires careful planning and execution. By understanding your business goals, involving stakeholders, sharing access wisely, preparing for a different data model, focusing on Salesforce’s benefits, prioritizing training, and monitoring post-migration, you can ensure a successful transition.
Ready to take your business to the next level? ACT now!
How long does it take to migrate from ACT! to Salesforce?
An ACT! move to Salesforce can take anywhere from 6 days to 6 months. Smaller migrations may be completed quickly, while larger projects with years of ACT! data and customization require more time. Working with ACT! to CRM experts helps ensure the timeline stays on track.
What’s the most important factor for a successful migration?
Team education and adjustment. The technology is only part of the journey. Training, support, and hands-on dashboards are what drive adoption. Experienced Salesforce consulting partners help guide this change and accelerate results.
How do dashboards and reports help with adoption?
Salesforce dashboards and reports turn migrated ACT! data into actionable insights. By aligning dashboards with business goals such as revenue growth or customer satisfaction, teams quickly see the value of Salesforce and shift away from ACT!.
Will all my ACT! data transfer directly into Salesforce?
Not always. A proper CRM data migration requires mapping ACT! fields into Salesforce’s data model. ACT! to CRM experts can restructure fields and ensure the most important customer information flows smoothly into Salesforce for reporting, automation, and AI.
What happens after migration is complete?
The end is the beginning. After your ACT! move to Salesforce, you can start enjoying Salesforce’s automation, analytics, and AI. Ongoing training, support, and optimization ensure your CRM keeps evolving with your business. Partnering with a trusted Salesforce partner helps you continue to grow long after migration.
At Navirum, we are very active in helping a range of businesses in North America and Europe to scale and grow using Salesforce. Over the past few months we recognized that many startups and growth businesses require a different consulting model. A model that’s agile and can move quickly with the direction of a growing organization.
A model that delivers predictable services, including set costs and hard timelines. After listening closely to our customers, we decided to launch of a new business line called Navirum [On Demand].
We will be offering a range of new products designed to deliver Salesforce success [On Demand] to our customers. Our initial range of products is focused on implementing Salesforce in less than a month. We are also launching a series of products that integrate Salesforce with some of the most popular apps on the Salesforce AppExchange including Mailchimp, Box, and DocuSign. In doing so, businesses become more productive and in turn more competitive.
Our initial product range includes:
Salesforce [On Demand] – allows you to maximise your Salesforce investment by getting customers up and running successfully on Salesforce in a matter of days. Choose from our basic, pro and performance products – buy here
Mailchimp for Salesforce – close more deals in less time by integrating Salesforce with Mailchimp to create a seamless sales and marketing process – buy here
Box for Salesforce – storage on Salesforce is limited and is expensive to increase. Box is a more cost effective way to scale your storage needs as your business grows – buy here
DocuSign for Salesforce – enables you to get your paperwork signed from the comfort of your CRM. Say goodbye to physical paperwork and hello to faster deal cycles – buy here
WordPress for Salesforce – create an improved customer experience by connecting Salesforce to WordPress allowing you to respond to leads and cases from your website in real time – buy here
