Tag: salesforce consultant in New York

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

salesforce consultant in new York

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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Help Desk Software : How Actually Is Customer Getting Benefit Out Of It

helpdesk software solution

Customer satisfaction is first and foremost priority in building a good relationship with customers . So in order to maintain stronger relationship and business treats its customer as a king . One of the quickest and best way to satisfy the customer is quickly addressing their concern and queries upto their satisfying level .

Help Desk software facilitates receiving , logging and allocating tech issues to the relevant department in the organisation with ease . So if we are considering the end point , customer will get their issue solved with the help of right techie person of required department  who has been allocated by automatic ticketing system . The presence of ticketing component allows raising , tracking and allocating of ticket together with keeping a track of the resolution in timely manner .

In order to achieve all these things , company can choose help desk software that best suits their needs . Some of the types of Help Desk software are :

  • Ready-made solutions which are already experts in handling customers like Freshdesk .Such solutions are less expensive as they come on the basis of monthly subscription but at the same time will offer you less flexibility .
  • Add on modules in your existing CRM software. For instance you are using salesforce , you can easily purchase salesforce service cloud in order to store all customer information in one place .
  • Custom help desk solution that best suits the enterprise needs . A software development company can facilitate them with highest level of satisfaction by developing solution as per the tailor needs of the organisation .

Advantages of Help Desk Software

  • Fast response time : As soon as a ticket is raised by the customer support department on request of customer , it will be automatically allocated to the concern department for faster resolution process . This implies to the customer directly that company is serious about proving  excellent customer services even after sales . Setting the priority on the basis of customer requirement helps solving the same on priority basis
  • Brand Creditability : Help desk software helps improving brand recognition . Many of the companies outsource their support services which does not make sense and at the same time customers does not feels personalisation while interacting with your organisation .Because of this reason business is personally willing to address consumer problems thereby aids in increasing brand creditability .
  • Accessibility : Most of the help desk software are now based on web based technology which are easily accessible through phone or computer with working internet connection and web browser irrespective of the geographical location .With help desk ticketing software , all tickets are uploaded in one single unified platform and can be tracked and solved from any place .
  • Automatic Allocation Of Tickets : As soon as ticket is raised , it will get automatically allocated to the specified department , thereby eliminating cumbersome task and paperwork , labour dependencies and more . Tech department are also not getting frustrated and will be getting time to solve the issues .
  • Centralised Database : User has a separate portal online to raise their tickets in a more convenient manner according to their level of priority . Ticket can be stored , viewed , edited and closed once they are resolved in flexible and structured way . The same portal which is already equipped with all customer database can help convey messages in case of any breakdown or site downtime . The centralised repository of customer ticket data is highly secured .

In Conclusion

Help desk software is the best tool which makes life of the technical staff as well as customer easier with automated systems . Implementing these systems in enterprise in timely manner aids in better result and better customer services .