Achieving exceptional customer relationship management hinges on accessing the right data precisely when it’s needed most. Yet, when business-critical information remains trapped in silos, teams face roadblocks that can stall operations and diminish client experiences. Relying on an array of disconnected applications, scattered spreadsheets, or redundant cross-team meetings leads to inefficiency and limits your ability to deliver impactful results.
Salesforce can deliver a unified view of ERP and transactional systems. However, ensuring that your data is ready for migration is the key to a successful implementation. Here’s a look at what that means.
The most critical phase of the data migration process is preparation. Key milestones will include having the proper source data identified, cleaned, and mapped.
Identifying all source systems for data is the first step. This requires identifying business processes, datasets, and source systems. This may require building additional objects and processes within Salesforce. The necessary source systems typically capture customer transactions. Successful project execution will require time and expertise from appropriate teams and subject-matter experts.
When the source data has been identified and documented, this is an opportunity to analyze the source data for cleanup. The specified data should be analyzed for inconsistencies or missing data. The process of data cleansing may need to be revisited as the integration project moves forward.
Mapping the data from the source systems to Salesforce will require generating documentation or other deliverables. Records from each source system must have unique identifiers that map to the same unique identifiers in Salesforce.
The migration method utilized will depend heavily on the project goals. It will also depend on the need for data to flow between source and target systems.
A Salesforce environment should be identified for QA, user acceptance testing, and eventual promotion to production. Migrated data will need to be reviewed to ensure mappings were correctly applied. During project planning, ample time should be set aside to ensure data quality and user acceptance testing in Salesforce.
You don’t have to go it alone when it comes to implementing Salesforce in your operation. Look to our team of experts for an in-depth understanding of ERP integration with Salesforce Manufacturing cloud, Service Cloud, or Sales Cloud. The result is a unified view of your supply chain, back office, and customer service center. We connect your front- and back-office teams, enabling better response times and increased efficiencies. Contact us today to get started!