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How to migrate from EquiSoft to Salesforce with less headaches

Thinking to migrate from EquiSoft to Salesforce? Transitioning between platforms can be a daunting task, but with careful planning and strategic execution, you can minimize headaches and unlock the full potential of Salesforce for your organization. Here are our key tips to help you successfully navigate the migration process with ease.

Conduct a Comprehensive Assessment: Before diving into the migration process, take the time to conduct a thorough assessment of your existing EquiSoft setup. Evaluate your data structure, workflows, and customizations to gain a clear understanding of what needs to be migrated and how it aligns with Salesforce’s capabilities. Identify any areas for improvement or optimization to ensure a smooth transition to Salesforce.

Define Your Salesforce Objectives: Clearly define your organization’s objectives and goals for Salesforce. Consider factors such as sales pipeline management, customer relationship management, reporting and analytics, and integration with other systems. By establishing clear objectives, you can tailor your Salesforce implementation to meet your specific business needs and maximize ROI.

Plan Your Migration Strategy: Develop a comprehensive migration strategy that outlines the migration approach, timeline, and resources required. Determine the method of migration, whether it’s manual data entry, CSV file import, or leveraging migration tools and third-party services. Establish data mapping rules to ensure that data from EquiSoft accurately aligns with Salesforce fields and objects. Consider conducting a data cleanup process to eliminate duplicates and standardize data formats before migration.

Engage with Salesforce Experts: Seek guidance and support from Salesforce consulting experts who specialize in migrations and have experience with EquiSoft to Salesforce transitions. Collaborate with them to validate your migration strategy, address any technical challenges or complexities, and leverage best practices for a successful migration. Work with the consulting team to configure Salesforce according to your requirements, customize workflows, and train users to ensure a smooth adoption post-migration.

Continuously Optimize and Iterate: Migration is just the beginning of your journey with Salesforce. Continuously monitor and optimize your Salesforce implementation to ensure that it aligns with your evolving business needs. Leverage Salesforce’s robust ecosystem of apps and integrations to enhance functionality and streamline processes. Regularly review performance metrics and user feedback to identify areas for improvement and drive ongoing success with Salesforce.

Our experts are specialized in guiding organizations through seamless migrations and maximizing the value of Salesforce. Contact us today to learn more about how we can support your migration journey and help you achieve your business goals.

Struggling With Salesforce?

Having Salesforce implementation problems or technical support issues? Not getting value for your Salesforce investment? Many Salesforce projects start with great intentions but can go badly off track.

Done right Salesforce can be transformational for a business, but a failed Salesforce program can impact careers, and reputations, not to mention company finances. Need immediate help? Book your free Salesforce health check worth $500 below.

Book Free Salesforce Health Check

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How a Salesforce Health Check Can You Get Back on The Path To Success

If you think a free Salesforce Health Check will give you a clear direction on your Salesforce program, book below

Book Free Salesforce Health Check

“Navirum was very professional and enjoyable to work with during our build out of salesforce. They were knowledgeable and helped Sterling navigate the process in an efficient manner”. Sterling Wealth Management

Where do Salesforce projects go wrong?

Salesforce implementations go off track for many reasons, including:

Over-customization of Salesforce leads to poor usability and high maintenance costs.
No plan or strategic roadmap leads to poor value creation over the long term
Gaps in industry knowledge to understand the real needs of the business

Yet, the #1 reason programs veer off course is due to a lack of alignment with the company’s overarching business objectives. This is especially true for financial institutions, which often have distinctive strategic goals. Whether it’s managing suitability obligations for Broker-Dealers, deal pipeline management for Private Equity firms, or efficient client onboarding for Financial Advisors.

Sounds familiar? Why not book a Health Check with us now to realize the possibilities of what Salesforce can do for your business

Book Free Salesforce Health Check

”Navirum, your input into Salesforce and support with the usability and onboarding was first rate, I would have no hesitation in recommending you” – J Hall . – VP of Sales Ding.com

The Value From Each Health Check?

Worth $500, in each health check, we look at how you can realign Salesforce with your original business goals and get you back on the path to success. As well as the strategic perspective, we check your Salesforce org security for vulnerabilities, financial industry best practices, ways to cut costs, improve user adoption levels, and much more!

With each free Navirum Salesforce health check, you will get a report including:

30 minute 1:1 session with a highly experienced Salesforce Consultant
Opportunities for improvement report to share with your colleagues
A road map for Salesforce Success aligning with your business goals

All of our Salesforce health checks are performed by highly experienced consultants who have worked on hundreds of projects in their career.

Fill out the form below to begin scheduling your free health check. We look forward to hearing from you.

Book Your FREE Health Check Now!

3 Ways Broker-Dealers Use Salesforce

At Navirum, we are specialists in helping broker-dealers implement Salesforce. Navigating regulatory compliance and growing a business is a challenge. Here are 3 ways Salesforce can help broker deals to streamline and grow.

4 Ways Salesforce Helps Group Benefits Scale and Grow

At Navirum, we are specialists in helping group benefits and retirement companies implement Salesforce. Many companies in this industry struggle with high operational and administrative overhead. A properly implemented Salesforce instance can reduce costs by 50%. Here are 5 key use cases

Group benefits and retirement planning help people have better lives

Client Onboarding: By Streamlining and automating the client onboarding process through automation, workflows, notifications, and marketing automation, customers have dramatically improved their client onboarding process and cost. The downstream impact is happy customers and employees as well as significant cost savings.
Personalized Relationship Management (CRM): Group benefits and retirement companies can use Salesforce’s CRM capabilities to create tailored customer profiles, track interactions, and manage client relationships effectively. By centralizing customer data, including communication history, policy details, and retirement plans, companies can provide personalized services and improve overall customer satisfaction.
Automated Enrollment Processes: Salesforce’s workflow automation tools can help simplify and automate the enrollment process for group benefits and retirement plans. Companies can use Salesforce to manage the enrollment workflow, including document collection, data entry, and communication with employees. Automation can reduce manual errors, improve efficiency, and provide a smoother experience for both employers and employees.
Streamlined Plan Management: Salesforce can be used to manage and track group benefit plans and retirement accounts efficiently. Companies can set up automated alerts for plan renewals, track plan contributions, and provide real-time updates to employers and employees. Companies can also integrate with carriers to improve performance even further.

Implementing Salesforce in these ways can help group benefits and retirement companies streamline their operations, deliver exceptional customer experiences, and achieve long-term business success in the industry.

To find out how Navirum can help you implement Salesforce Financial Service Cloud successfully, please contact us for a free consultation.

Book Your Health Check

Struggling with your Salesforce program? Is your implementation not going well? Having issues supporting Salesforce? Not getting value for your Salesforce investment? You are not alone; please read on!

What is a Salesforce Health Check? How can it help my company?

Companies and Salesforce evolve over time. Like any asset, it’s essential to maintain your Salesforce instance to ensure you are getting the most from your investment. All health checks are free of charge. In each session, we check your Salesforce security for vulnerabilities, alignment with industry best practices, user adoption levels, and much more!

With each Navirum Salesforce health check, you will get:

- - Opportunities for improvement
  - Detailed feedback on how Salesforce is performing
  - A road map for Salesforce Success

All of our Salesforce health checks are performed by highly experienced consultants who have worked on hundreds of projects in their career.

Fill out the form below to begin scheduling your free health check. We look forward to hearing from you

Book Your FREE Health Check Now

Financial Services Cloud for Registered Investment Advisors (RIAs)

Navirum is happy to announce that it is a preferred Salesforce partner for implementing the Salesforce Financial Services Cloud for Registered Investment Advisors (RIA’s).

Salesforce Financial Services Cloud is a version of the Salesforce CRM platform that is specifically designed for financial advisors and registered investment advisors (RIAs). Here are some ways that Salesforce Financial Services Cloud can help RIAs:

Client Management: Salesforce Financial Services Cloud allows RIAs to manage all aspects of their client relationships, including client onboarding, investment management, and ongoing communication. The platform provides a comprehensive view of each client’s financial situation, including their investments, accounts, and financial goals.
Compliance Management: RIAs are subject to strict regulatory requirements, and Salesforce Financial Services Cloud can help ensure that they stay in compliance. The platform includes compliance workflows and documentation management tools, making it easy to track and manage compliance-related activities.
Collaboration: Salesforce Financial Services Cloud includes collaboration tools that allow RIAs to work together with other members of their team, as well as with external partners such as custodians and other service providers. This can help to streamline workflows and ensure that everyone is working towards the same goals.
Reporting and Analytics: Salesforce Financial Services Cloud includes reporting and analytics capabilities that allow RIAs to track key performance indicators (KPIs) and generate reports on investment performance, client retention rates, and other important metrics. This can help RIAs to make data-driven decisions and identify areas for improvement.
Integration with Other Tools: Salesforce Financial Services Cloud can integrate with a wide range of other tools that RIAs use, such as portfolio management systems and financial planning software. This can help to streamline workflows and ensure that all data is centralized and up-to-date.

To find our how Navirum can help RIAs implement Salesforce successfully reap the benefits of the marketing leading, CRM please contact us.

How Salesforce Helps Mortgage Brokers To Win More Deals

At Navirum, we are specialists in helping Mortgage Brokers implement Salesforce Financial Services Cloud. The mortgage industry is highly competitive. Companies use Salesforce to streamline their underwriting process and enable brokers to be as efficient as possible in their jobs. Here are 5 ways Salesforce can help you grow your mortgage business using the world’s number 1 CRM:

1)Lead Generation and Management: FSC can help mortgage brokers generate and manage leads more efficiently by providing tools for managing lead data, tracking lead sources, and analyzing lead behavior. This can help brokers to identify potential customers and prioritize their outreach efforts

2)Loan Origination and Processing: FSC can help mortgage brokers manage the loan origination and processing workflow, from application intake to closing. The platform provides tools for managing borrower data, processing loan applications, and tracking loan status, helping brokers to streamline the loan origination process and close loans more quickly. Salesforce can also be easily integrated with popular mortgage solutions like Encompass.

3)Compliance Management: Mortgage brokers are subject to strict regulatory requirements, and FSC can help ensure that brokers stay in compliance by providing tools for managing compliance-related activities. This includes tools for managing disclosures, tracking changes in regulations, and providing an audit trail for compliance-related activities.

4)Customer Relationship Management: FSC provides mortgage brokers with tools for managing their customer relationships, including tracking customer information, managing communications, and providing customers with secure access to their loan information. This can help brokers to build trust and transparency with their customers and ensure that all parties are on the same page.

5)Analytics and Reporting: FSC provides mortgage brokers with powerful analytics and reporting capabilities, allowing them to track key performance indicators (KPIs) and generate reports on loan volume, pipeline, and other important metrics. This can help brokers to make data-driven decisions and optimize their operations for maximum efficiency.

To find out how Navirum can help you implement Salesforce Financial Service Cloud successfully, please contact us for a free consultation.

5 Ways Salesforce Can Help Private Equity Firms Run Their Business

At Navirum, we are specialists in helping Private Equity firms implement Salesforce. Here are 5 ways Salesforce can help you scale and grow your PE company.

Deal Sourcing and Management: Salesforce can help private equity firms manage their deal pipeline, including tracking potential acquisitions, evaluating targets, and managing due diligence processes. The platform can also help firms to source new deals by tracking industry trends and identifying potential targets. Salesforce can be easily integrated with popular data platforms like Pitchbook and Prequin.

Investor Management: Salesforce can help private equity firms manage their investor relationships, including tracking investments, managing investor communications, and providing investors with secure access to their investment information. This can help to build trust and transparency with investors and ensure that all parties are on the same page.

Fundraising: Salesforce can help private equity firms manage their fundraising efforts, including tracking potential investors, managing fundraising campaigns, and analyzing fundraising data. The platform can also help firms to streamline the fundraising process and make it easier to close deals.

Portfolio Management: Salesforce can help private equity firms manage their portfolio companies, including tracking performance metrics, managing operational data, and communicating with portfolio company executives. This can help firms to monitor their investments and identify areas for improvement.

Reporting and Analytics: Salesforce provides private equity firms with powerful reporting and analytics capabilities, allowing them to track key performance indicators (KPIs) and generate reports on investment performance, deal flow, fundraising, and other important metrics.

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

The New Flow: Retirement of Workflow and Process builder

As of December 31st, Salesforce customers will no longer be able to create new Workflow Rules or use Process Builder in Salesforce. The new platform for declarative (no code) automation will be the Flow Builder. This marks the next step in the retirement of Workflow and Process builder altogether.

See the full update from Salesforce here: https://admin.salesforce.com/blog/2021/go-with-the-flow-whats-happening-with-workflow-rules-and-process-builder

Although there are tools to help with the migration to Flow, these tools help replicate each of the Workflows and Processes in your org by converting them into corresponding flows. Using the migration tool might look like an easy way out, but this is actually an opportunity to get the best out of it or improve your automation. Below are some of the opportunities this mandatory update provides:

Evaluate and Refine existing automation: Make updates based on current business needs
Simplify automation by consolidating: Multiple Processes and workflows can be compressed into one Flow making maintenance less cumbersome
House Cleaning: Get rid of Legacy/Redundant Automations
Code to No-Code Migration: Look at some of your programmatic processes that can be automated using flow

Many Salesforce customers will need help from Salesforce Partners such as Navirum to fully tap into the power of Flow Builder and make the transition successfully.

To learn more on how we can help you please contact us below

4 Ways Insurance Companies Can Use Salesforce To Scale and Grow

Insurance companies continue to transition to Salesforce in huge numbers to bring more efficiencies to their operations. In the world of personal insurance, delivering an amazing customer experience is a huge differentiator. At Navirum, we are experts at helping Insurance companies build a cloud strategy and make the transition to Salesforce. The industry-leading platform is used by some of the most successful insurance companies in the world State Farm, Farmers, and AXA to name a few. Here are 4 ways insurance firms can scale and grow using Salesforce.

1) Customer acquisition with marketing automation: One of the biggest trends we have seen is using marketing automation tools to target and acquire new customers using Pardot and Marketing Cloud. These powerful platforms allow insurance companies to build targeted campaigns to bring prospects into your marketing funnel and pass hot leads seamlessly to their sales team. This allows insurance firms to grow and scale their offering out of County, State, or Province

2) Digitization of the customer journey: Insurance firms use a lot of paper and documents in each transaction. This is unlikely ever to go away. However, the use of Conga Composer and DocuSign can auto-generate insurance policies and mandates using the data in Salesforce. Signatures can be captured in real-time using DocuSign. The combination of these technologies not only streamlines your processes but also creates a great client experience.

3) Staying on top of renewals: With Salesforce CRM, insurance firms can create visibility of renewals approaching months in advance. This can be automated, reducing the need for additional staff at key times of the year.

4) Client retention: By centralizing your client information in Salesforce, agents can respond to clients faster and create a more human experience. Through Sales and Service Cloud, agents can see marketing insights, present and past policies, and customer services cases all in a single view. The ability to respond to multiple types of client queries on a single call creates a better customer experience. By combing marketing and customer service data, we can help businesses mitigate attrition risk and help agents cross and upsell to clients at renewal time.

Navirum is a leading Salesforce implementation partner for the insurance industry. We are experts in migrating personal and commercial insurance firms to Salesforce successfully. 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.

How to migrate from EquiSoft to Salesforce with less headaches

Struggling With Salesforce?

3 Ways Broker-Dealers Use Salesforce

4 Ways Salesforce Helps Group Benefits Scale and Grow

Book Your Health Check

Financial Services Cloud for Registered Investment Advisors (RIAs)

How Salesforce Helps Mortgage Brokers To Win More Deals

5 Ways Salesforce Can Help Private Equity Firms Run Their Business

The New Flow: Retirement of Workflow and Process builder

4 Ways Insurance Companies Can Use Salesforce To Scale and Grow

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