Tag: salesforce consultant in Chicago

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How Much Time Does It Take For SalesForce Data Migration Project ? Ask Winklix

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This is one of the most important task to be performed at salesforce migration projects . If you want to efficiently use your salesforce CRM , you have to take care of this with utmost care .

In order to better plan and forecast your Salesforce migration , our in house team of Salesforce certified developers can help you with Salesforce implementation from their past experience . Let’s look at different stages of migration process one by one .

1. Preparation Of Data Migration 

This initial stage starts with pre analysing by developers to inspect existing CRM so that they can get overview of data structure of their existing CRM , data formats , business workflows and also create migration checklist with data to transfer . Once the database tables has been identified , developers check on the possibility in correspondence with Salesforce CRM right from mapping fields to data quality check and more in a way that data which is yet to be transferred is in readable format with no data duplicity . This places usually takes up to 5 days .

2.Using Ready Made Data Migration Tool Or Building Custom Tool From Scratch 

If number of records to import is no more than 50,00,000 , developers can easily use ready made tools such as Salesforce Data Loader . If any ready made tools are getting used , migration can be finished within few hours . But if developers are planning to build custom tool or script for carrying on migration to Salesforce , the development time varies which totally depends on the type of data structure and new CRM structure . Custom tool migration usually takes around a month .

3. Trial Data Migration 

Trial data migration is mandatory process before actually transferring all the data . This helps developers to see whether if there is any issue like data loss , or is there any way to improve migration tool to carry on final transfer in smooth way .This phase in total will take no more than 2 days .

4. Migration Validation By Customers 

This stage is wherein customer will validate the test data migration and will give their outcomes . If there is positive feedback form customers side , then there is no further room for improvement of data mapping and migration procedure and customer has deemed approved the project . This phase on an average takes around 4 days . But if there is some room for improvement on the basis of inputs by customer , it make linger on to upto a week .

5. Final Data Migration And Testing 

This is the final stage of which we are waiting for . At this stage all data gets migrated from legacy CRM to new Salesforce solution . Before getting final live , data is checked twice fro any kind of duplicity . Final migration takes around a day or two . It is always carries out in a way that it does not effect the existing CRM functionalities .

6. Post Go Live Support 

Support is what is needed right after the migration which a CRM user may encounter while starting using it . Such support is usually required during very first week after new Salesforce CRM goes live , and may be required upto a month .

Wrap Up

From our past experience , the migration process in Salesforce CRM usually taken between 20 days to around 2 months  . This time coves all stages as discussed above . Winklix is leading Salesforce consultant in USA providing wide range of Salesforce services .

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How To Customise SalesForce Opportunity Stages

salesforce customisation

One of the best features offered by Salesforce is their ability to carry on the sales process with transparency with a special tab called ” opportunities ” . This tab includes list of all opportunities with their actual statuses to track each deal efficiently , which in turn help salesperson to track deals on real time basis and close them efficiently .

Salesforce opportunity tab facilitates you with many opportunities , that many companies might miss while not using it .

Why To Use Custom Salesforce Opportunity Stages

In general SalesForce opportunity stages represents key milestone which in turn consist of following milestones :

    • Prospecting
    • Qualification
    • Needs Analysis
    • Value Proposition
    • Id. Decision Makers
    • Perception Analysis  
    • Proposal/Price Quote
    • Negotiation/Review
    • Closed Won
  • Closed Lost

 

In general SalesForce in relation to sales call by company might not be of many use of many companies in general . Different companies have their different sales calls and flows and hence follow specific set of their guidelines which is apart from the milestone stated above . For instance companies which have a complex sales cycle which in turn also needs regular communication may need some extra level of opportunities , which in turn help sales manager in meeting their customer expectation . On the other hand same level of milestone may be proven excessive for companies with simple sales process . This is the challenges that is faced by an organisation and hence to make it easier we have prepared a specific sets of checklist in order to provide you with salesforce customisation service in relation to your salesforce opportunity stages . But in case you encounter any difficulties in your sales cycle and customisation process  , you can right away contact our dedicated salesforce consultant and developer  .

Important Steps To Customise Opportunity Stages 

1. Draw Out Your Sales Process

Who will be the end user of your opportunity stages features in Salesforce module ? It is obviously sales manager of your organisation . The best way is to map out your entire sales process and determine which of them perfectly suits your sales cycle and which one needs further customisation to adjust your sales process . You should primary aim at simplifying the complex procedure for your sales manager to make him understand what to use and how to use at what time.

2. Define Entrance And Exit Area For Each Stage

An opportunity stage never consist of only single milestone , rather it contains series of milestone which needs to be followed in order to move to the next stage . That is the reason each stage requires sets of activities to be accomplished in order to push the opportunity forward to next level . If you wish your sales manager could easily pass on next opportunity stage , always create a list of stages . For example , your sales manager will have to follow these stages if they wish to pass from ” Qualification ” to ” Need Analysis ” .

  1. Hold meeting
  2. Generate requirement list

Then during the need analysis stage , your salesperson with required some another sets of activities in order to proceed with next stage such as :

  1. Reviewing requirement of lead
  2. Decision maker identification
  3. Identifying measures to meet requirements
  4. Budgeting deal amount and adding the data to Salesforce
  5. Updating estimated closing data and entering in the system

3. Considering Percentage Is Beneficial

Percentage denotes the opportunity stages in which the sales lead has reached , which in turn also defines the sales grows . Assigning of percentage by companies at different level of opportunity stages will give you with probability of the sales closures . Out of the box SalesForce CRM are well equipped with predefined percentage in relation to standard opportunity stages . However this data is common for all specific sets of companies , so that is why Winklix strongly suggest customisation of probabilities service based on your historic data .

4. Revision Of Opportunity Stages

As sales cycle is something that changes continuously , it is always advisable to periodically revisit your sales process in order to ensure opportunity stages that are still being relevant .

Customisation Opportunity Stages And Better Revenue Forecast

SalesForce CRM shows opportunity pipeline report in order to show the entire open pipeline and probability analysis . These reports are always proven beneficial for any company which further allow them to plan future cash flows and revenue .

Winklix offers a wide range of salesforce customisation services to tailor your business needs .

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How To Influence SalesPerson To Use SalesForce

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The pillar to success for any business organisation is Sales . For any person in the sales industry , their payout is totally dependent on their performance . Most of the payout of sales employee is dependent on commission and incentives for their sales performance . So it really does not matter  whether a sales employee is under pressure or not well , they have to necessarily perform well , as the bills of the company does not slows down just because sales do .

Sales people have to even person during market slow down by finding a appropriate ways to attract customers . Whether you are a sales king in your company or want to perform better – there is no other better tool than SalesForce that can help you in various number of ways positively .

Why Salespeople Hate SalesForce

Buying a Salesforce subscription and then influencing the sales person to use them is two different things . The main reason which we think of why salesperson finds difficult to use CRM Software is that Salesforce is software that can facilitate communication with the target customer with the employee of the agency , but it ignores physical interaction ( as it is after all just software ) and it is thereby bit more mechanical . Person interaction with the clients is what is preferred by most of the sales employee to maintain a health relationship .
Additionally , a salesperson will spend additional hours in order to reach different clients and rather don’t use salesforce for getting records in SalesForce system . Keeping records , past summary is always proven beneficial to maintain healthy relationship with clients in long run .

Benefits Of SalesForce For Salespeople

Salesforce is a CRM software than will surely give benefits in long run in any kind of sales . For instance you are getting good number of leads , and your salesperson is contacting them individually – there may be a situation that they might miss some leads .Now assume a automated salesforce system will take the follow ups and other stuff and tell you when they actually wanted to be connected with in sales person . This will obviously saves your time and manpower to. This is probably one of the biggest benefit that salespeople can enjoy , not in overnight but in long term .
We must have heard that many companies that they want to focus on their current leads now to get the highest level of conversion . While it may only benefit you in short run , but unfortunately it may not be proven beneficial in long run . If salespeople uses Salesforce , they will see the benefit of customer conversion over the time by sending them mails , offers and promotional discount to attract even the leads which you may have got in the past .

How To Actually Convenience SalesPeople To Use SalesForce

Sales is all about showing the actual result . So if you do not show the importance of salesforce , then obviously no salesperson will begin to use it . The very first step to be successful is convince salesperson to use salesforce . Some of the best ways that has been proven convincing for sales person to use this CRM software in your company are :
  • Sell To SalesPerson : It is not enough to tell salesperson to use it only and not telling them the benefits of the same . Rather teach them with the benefits of it for business as well as individual. So teach and train them so that they can get best out of it .
  • Making Sure People At All Level Are Using Software : Always try to influence people at all levels about the benefits of using salesforce in long run , and you will probably get the better results to convenience others in the company .
  • Show Them ROI : Just talking in the air about the benefit of Salesforce won’t influence any of your salesperson , rather show them the actual benefit in real time .
So in case you are looking for business owner looking for growing your business to next level or you are a salesperson who want to grow your sales at next level , get a salesforce implementation by Winklix salesforce consulting . For more tips  , talk to our CRM experts now .