combining two or more CRMs into Salesforce?
SOLVD understands how stressful an Org Merge can be. Whether it’s a merger, acquisition, or restructure, an org merge is much more than moving data. SOLVD helps you merge processes, train people, and ensure your data makes it all into the consolidated CRM.
ALIGN BUSINESS PROCESSES
We meet with you to understand and document the current state of each business. Then we design the consolidated future state and get approval from stakeholders.
Configure + Train on New Processes
To ensure it meets your business needs, we build the proposed future state in a testing environment and get user feedback. Then we create training documentation and perform training sessions with the relevant users.
Map Systems + Data
The CRM and integrated systems are mapped to the new consolidated environment. All data being migrated is documented in mapping spreadsheets and confirmed with a sample migration that allows users to see the data in its new form and confirm that nothing is missing.
Plan Data Migration Needs
We determine which records need to be migrated, what gets archived, and what can be left. Then we plan a go-live strategy that will work for your team, taking into account downtime, rollback, and related dates and dependencies. We have carefully crafted checklists to ensure the execution migration goes smoothly.
It’s time to celebrate! At this stage your org merge is complete.
No one understands your business like you do, and with the power to design custom apps in your hands, through SOLVD you’ll be able to turn that expertise into real, personalized application solutions, and to do so more quickly than with any other platform. average.
SOLVD believes in an agile process, your Salesforce custom development process should be flexible, cost-effective, easy to maintain, and quick to launch. We offer support from conception to execution.
HIGHEST RATED ON SALESFORCE
Our clients say
Jonathan was super easy to work with - his Salesforce product knowledge and experience let us get to agreed-upon solutions really quickly (and he was also good at plugging other Salesforce modules we don't yet have but were thinking about for future consideration too). Jonathan's easy-going and flexible approach made it easy to get going straight away. Every step of the way we were kept informed on solution progress as well as billing (as it was a T&M-based engagement) which left us feeling comfortable and confident in what was being delivered. The outcome was a successful build-out of a Salesforce environment aligned to our own business processes and a solid migration from our (decade-old) Dynamics legacy apps into our newer Salesforce environment. Internally (from some older Sales stalwarts) we've had very good reviews already! I hope to work with Jonathan and the team again soon - it was an absolute pleasure to do so on this occasion.