5 Important Steps For Salesforce Classic to Lightning Migration

Salesforce announced Lightning Experience as its default UI last year. Since then, more businesses are looking to migrate to Lightning Experience compared to previous years. The decision to migrate is also necessary since Classic no longer supports new upgrades meaning you cannot extend capability in Classic by much.

Lightning is popular among businesses due to various reasons. Firstly, you can use low-code development capability to develop custom apps and layouts much faster. Secondly, you have access to Lightning only features like news, key deals, and performance charts on the homepage which are not available in Classic.

To achieve a seamless Salesforce Lightning Migration, firms should follow the right practices and considerations. Below are a few of them for your understanding:

1.  Begin With Assessment

Before availing of Salesforce Lightning Services, teams should do a self-analysis about their migration needs. You can assess workflow, processes, data structure, and integration requirements after discussing with all stakeholders.

2. Do a Gap Analysis

Gap analysis is done to find out which features you need in the Classic version. If there are a few functionalities that are not available for Classic but you can find them in Lightning, mark them and discuss with your Salesforce partner if it would be right to migrate because of that.

3. Have a Comparative Study

You should not rush while implementing Lightning, rather test Lightning UI first with some of your users. Those users will use Lightning for a few days and give you feedback. Based on their feedback, you can devise the scope for migration.

4. Get a Readiness Check

Once you have identified the scope for migration, consider doing a Readiness Check. The readiness check tool gives you an idea of what needs to be done for migration and whether your system is ready for migration or not.

5. Roll Out Lightning Experience

After the data is migrated from Classic to Lightning and configuration is done, consider educating users about new enhancements in Lightning. Once users are fully confident about those features, you can consider full-scale adoption. 

Bottomline

Salesforce Lightning Migration is crucial for most Classic users especially those who want to extend the capabilities of their system. While Classic is still used by thousands of organizations globally, over the next few years, you will see most of them transition to Lightning. We hope the above step-by-step considerations will help you to have an easy and risk-free migration.

5 Key Practices For Effective Salesforce Data Migration

Migrating to a new platform requires firms to move functional data from their legacy system. If you are dealing in small data sets, the process could be completed in hours, however, if the data architecture is different or the size of data to be migrated is humungous, migration can be troublesome and time-taking.

Some of the challenges involved in the process include data loss, mismatch, loading issues, which occur due to a multitude of reasons. To overcome possible pitfalls and have a seamless data transfer, it is crucial to follow a standardized process keeping various considerations in check. 

Below we have listed important Salesforce data migration practices for your information:

1. Understand the Scope of Migration

Before getting started with Salesforce migration, teams should identify source/destination data and have a clear data layout in mind. This will help migration experts to structure and map data accordingly. 

2. Pre-Migration Check

During the pre-migration check, the order of migration should be clearly defined. Additionally, a data template should be created for every object in excel using data export so that the same can be used to bring data back to the system. Configuring the data loader as per time zone and turning off email triggers are other activities that should be carefully followed.

3. Start-Off With a Small Dataset

Consider feeding small datasets to identify and address possible issues and errors in the initial phase of migration. Based on the results, experts can further clean, deduplicate, or validate source data.

4. Prefer Batch Processing

While you migrate to Salesforce, check custom code, network speed, and be wary of API bottlenecks as they can affect the speed of processing. To ensure there is a seamless Salesforce to Salesforce data migration, consider sending data in batches.

5. Document Entire Process

The entire process must be well documented so that it helps in future migrations or when there is a need to upgrade the system. Make sure you document the following activities:

1. All the data restrictions applied to various fields and objects

2. The relationships between primary and foreign keys

3. Project timelines and data of migration phases

4. Log issues highlighting problems that came across

Bottomline

Salesforce Migration is a one-time process and the complexity of it depends on data structure, practices followed, and the expertise of professionals. By following the right practices and procedures, surely you can achieve desired results with migration.

Need our support to carry out Salesforce data migration? Write us at info@damcogroup.com

Optimize Salesforce Capabilities With AppExchange Partners

 Salesforce is a great platform to manage your overall business operations from Sales & Marketing to Customer Service. Powered with low-code development capabilities, it is the go-to platform for organizations looking to build custom solutions. To develop desired business applications, you can make use of Salesforce AppExchange, the official app marketplace from where apps could be downloaded (free/paid) and used for business use.

To build/integrate Salesforce apps, you would need assistance from Salesforce AppExchange Partners who have deployed ready-to-install apps on the app marketplace. Hiring an app exchange partner is crucial and brings various advantages to firms. Firstly, you have the expertise to customize/implement apps as per requirement. Secondly, there is no need to build apps from scratch due to which both cost and time invested are much lesser than full-fledged development.

Hiring Salesforce AppExchange Partners is beneficial in various ways and aspects. Let’s discuss some of them:

1. Suitable Implementation

Appexchange app development experts help you implement CRM in a strategic manner. They leverage the lightning framework to design processes, integrate apps, create automated workflows, and add components that are non-existent in the default setup. With business-centric functionalities and easy data access, you can engage better with customers across digital channels. 

2. Custom App Development

Often there are instances where AppExchange solutions do not match your business needs. In such a case you need Salesforce Custom Application Development so that you can develop the desired solutions. Development experts leverage both Force.com, Lightning, and Mulesoft frameworks to develop/integrate the required solution. Make sure your potential partner has experience in working on various frameworks and platforms.

3. Mobile App Development

To have a flourishing business, firms should bring mobility, and what’s better than having a mobile-enabled CRM. Developers use the low-code development architecture of the platform to build scalable mobile solutions. Hiring Salesforce App Development experts can help you develop mobile apps on the Salesforce1 platform so that your team can go mobile and work from anywhere. 

Bottomline

Salesforce Application Development requires professional expertise and well-planned implementation. With AppExchange partners as your assistance, you can implement, develop, and optimize third-party solutions much better and more affordable. However, before aligning any expert for future development, do check their experience level, certifications, and tech acumen so that you don’t have to compromise with the quality of solutions. 

4 Things to Consider While Hiring a Salesforce Development Company

 Salesforce is a great tool to unify data, shorten work cycles and build superior customer relationships. The leading SaaS company offers several products right from Sales Cloud, Service Cloud, Marketing Cloud, and others that you can choose as per your requirement and budget. 

While Salesforce is easy to use, its implementation can be complex at times. To implement Salesforce strategically and specific to a business’s needs, firms need Salesforce Development Partners with high tech acumen and expertise. But shortlisting the best Salesforce Development Company in the USA and Asia-Pacific regions can be a daunting task as the number of developers is fairly high in these regions. 

While some of these developers offer top-notch services at fairly high prices, others offer services at a much cheaper price model which turn out to be quite inefficient. So how can an organization hire the right developers for their projects? 

To avail the best Salesforce Development Services, firms can keep the below points in consideration: 

1. Check AppExchange Listings

The best way to know about a company’s accomplishments is to dive deep into its online profiles. Firms can search and filter company profiles on AppExchange which is the official app marketplace of Salesforce to know about their partnership level, reliability, location, hourly prices, team size, and project ratings. This will surely help shortlist some rightful partners for possible collaboration.

2. Skills and Expertise

Before hiring a Salesforce Development Company in the USA, check if they possess the necessary skill levels or not. A developer should be well-versed in various programming languages including Apex, Javascript, and C# along with frameworks like Force.com and Visualforce. Additionally, teams should ensure their Salesforce Development Partners are well certified at various levels.

 

3. No. of Available Experts

The development needs vary from one project to another, so is the number of experts required on a project. Before availing of Salesforce Development Services of a company, do inquire on the number of experts who would be readily available for your project. Partnering with a firm that has substantially fewer experts may result in extensive delays and excessive monetary investment.

4. Support Level

Salesforce must be properly maintained and updated post-deployment. Before collaborating with a development firm, businesses must check the support level of a company. Companies that provide flexible on-demand support can be considered the rightful candidates for partnership. With ongoing support, teams can keep their systems optimized and updated.

Bottomline

Salesforce Development Services help firms implement, develop, and optimize CRM strategically. To make the best use of their Salesforce, organizations must align development partners who offer such services. Before you hire a Salesforce Development Company in the USA or Asia-Pacific, be sure to keep an eye on your partner’s certifications, online listings, credibility score, and support level.

4 Popular Hiring Models For Salesforce System Administration

 Salesforce is an evolving system with endless capabilities and features. Despite that, a large number of organizations experience low ROI with their Salesforce instance.  One of the main reasons behind this is the lack of administrative support. While many organizations abandon support due to their shrinking budgets, others prefer to manage CRM on their own.

To manage Salesforce well and on budget, businesses must hire Salesforce System Administrators on flexible engagement models. So instead of hiring in-house professionals, you can choose any of the below-hiring options from Salesforce partners. 

There are three popular models for your consideration:

1. Part-Time Administrator

Businesses on constrained budgets can assign in-house team members to manage Salesforce. The benefit of part-time administration is that it helps in mitigating overall costs. However, since you will be delegating more tasks to your member, it can affect efficiency in his/her primary job. Additionally, you would need to invest in the training and certifications of your team members which may null-out the savings you would make eventually.

2. Premium Support

You can also avail yourself of Salesforce’s support package that would provide you with email, live chat, and telephone support from Salesforce. With this, you will have access to knowledgeable tech support which will help in quick troubleshooting. But since tech support professionals do not know your business very well, they may not be able to deliver the best solutions every time.

3. Full-Time Administrator

Full-time Salesforce Administration Services are certainly highly efficient compared to part-time services. With dedicated professionals managing your setup, users have easy access to the admin and can ask for training and support. Having full-time experts have a specific role, most of the problems could be resolved immediately without any delay.

4. Remote Administrator

If your CRM administration needs can be fulfilled in a few hours per day, why hire experts on a full-time basis? With remote Salesforce administration, you avail services for fixed hours per week/day. This not only helps in limiting investments in operations but also prevents you from compromising administration support. However, finding Remote Salesforce Administrators can be tough at times. Make sure you hire certified experts with tech acumen and relevant industry experience.

Bottomline

Businesses can select any of the above-mentioned modes for hiring Salesforce System Administrators. While full-time admin support/premium support ensures good service, it also comes at hefty costs. On the contrary, hiring Remote Salesforce Administrators is both cost-effective and flexible as you can hire them on a part-time basis as well. 

In case you have any queries related to Salesforce administration support, consider writing us at info@damcogroup.com

4 Reasons to Hire Salesforce Consulting Partners

 Salesforce comes with great functionalities and tools that make customer management an easy job for corporations. From AI, RPA, ML, to chatbot, it leverages various technologies to simplify business processes. 

Despite its capabilities and use of modern-day technologies, Salesforce ROI largely depends on how well it is implemented and maintained. To make the best use of Salesforce, you need consultants who are well-versed in carrying out business-centric implementations. 

Salesforce Consulting Partners are companies that are certified by Salesforce at various levels. Consultants use various practices and approaches to design, develop, and optimize systems so that you gain the desired results with Salesforce. 

With top Salesforce consultants by your side, you can avail yourself various benefits:

1. Planned Implementation

Salesforce Consulting Partners analyze the business scope, design/code application, set workflow, migrate data, and help you with everything else that may be difficult on your part. Since they use the best coding standards, implementation practices, and plan the process before project initiation, the possibility of failure is very less. 

2. Ongoing Support 

After you implement Salesforce, you need ongoing support to efficiently manage it. By hiring experts at Salesforce Consulting Companies, you get on-demand support for maintenance, development, and administration. With timely support, you can manage CRM much easier and keep it optimized most of the time. 

3. Proactive Innovation

Salesforce requires customizations from time to time. Some of these enhancements turn out to be more complex than your simple drag-drop customization. To develop custom APIs, develop app layouts, and carry out other enhancements, businesses need professional assistance. With experts at Salesforce Consulting Companies by your side, you can add suitable enhancements in CRM concerning changing business needs.

4. Reduced Operational Costs

It is a myth that hiring consultants would translate to more costs. If resources are managed prosperity, businesses can prevent most of the avoidable costs on maintenance and system development. Salesforce consultants can be hired on an hourly basis unlike your in-house experts and prosperity utilizing them can translate to reduced costs when compared annually.

Bottomline

Salesforce is a powerful CRM with endless capabilities, however, it still needs to be implemented and optimized to meet the desired results. Whether you are implementing a new system or updating an existing one, make sure to align experienced Top Salesforce Consultants who can guide you throughout the implementation. With certified experts on your side, your team can focus on core operations without worrying about the much-needed development, customization, or configuration needs.

4 Key Reasons to Hire Certified Salesforce Partners

Salesforce provides you with a rich set of features and tools that you can use for effective customer management.  You can choose any product, package, license, and optimize it as per your organizational requirements. 

But optimizing Salesforce requires tech competence and expertise. Whether you are planning to get started with Salesforce or have already done so, do consider hiring Salesforce Partners for the optimum utilization of your CRM. 

Aligning experts right at implementation can save you from most of the post-adoption challenges like data silos, integration incompatibility, data migration, and so on. With experts alongside, you can plan your implementation in a much strategic manner overcoming any possible shortcomings.

Here is how aligning a Salesforce Solutions partner be better for your organization:

1. Strategic Implementation

The implementation needs of organizations vary from one another hence there is a need to plan very specifically. Salesforce Partners analyze business processes, data workflow, automation needs, and accordingly sets up an implementation. With planned adoption, most likely your CRM will be optimized to its full potential. 

2. Custom App Development

After implementing Salesforce, you may realize that there is a need for custom application development. With experts in your team, you will be able to develop custom applications in a much short timeframe.  However, make sure the Salesforce Partners in USA you are hiring have a suitable experience and partnership level (Gold/Silver).

3. Timely Innovations

It is important to innovate business solutions from time to time. Salesforce Partners help you make those transformations by adding critical changes to the system. This includes periodic system updates, customization, maintenance, third-party integration, API development, and so on. With feasible innovations, you will be able to stay on the top managing customers better than ever.

4. On-Demand Support

The needs of businesses vary every quarter. Sometimes you would need to have multiple experts while on others, only an admin would be sufficient to manage and optimize Salesforce. Hiring Salesforce Partners for limited hours per week/month allows you to limit operational costs without compromising with CRM performance.

Bottomline

Salesforce contains numerous tools and features and to leverage those you need experts who are well-versed in platform development. With Salesforce Partners alongside, you can plan implementation and optimize Salesforce much better than what you would do on your own. Moreover, having an on-demand team brings reliability allowing you to focus on core operations without worrying about system performance or pending upgrades. 

Need Salesforce support for administration, development, or Implementation? Get in touch with Damco, leading Salesforce Partners in the USA.

4 Key Features to Have In a Donor Management Software

 Software is the most crucial requirement for any Nonprofit organization in today’s digital world. Gone are the times when firms were dependent on spreadsheets and other traditional methods which were least efficient.

Today most fundraising operations from campaigning to donation management are done via intelligent solutions. Based on our experience working with Nonprofits and having deployed the best CRM for Nonprofits, we present before you 4  key features that you must seek in a Nonprofit CRM Software.

1. Donation Processing

While adopting a donation management software, Nonprofits should look for a solution that possesses adaptive donation processing features. Along with payment processing platform support, it should also have customizable forms, secure external donation pages, and mobile-based text capabilities to streamline donations from across the world.

2. Profile Management

A donation management software should have automated profile management features. With profile management functionality leveraging automation and database localization, users can manage and update staff, sponsors, donors, attendees, etc easily. 

3. Marketing and Analytics

Digital marketing is important for Nonprofit organizations to reach new audiences and grow their existing customer base. Modern NonProfit CRM Software contains inbuilt marketing tools that can simplify complex marketing operations with existing solutions. With the help of market automation, visual analytics, artificial intelligence capabilities in CRM, Nonprofits can shorten donation cycles and bring more success to their organization.

4. Easy Integration

Ideal software for Nonprofits should be easily integrable with other day-to-day work apps. Implementing Salesforce-powered solutions can be crucial in centralizing data and breaking data silos. This only would help in improving transparency with employees/donors, but also speed up data access (due to data synchronization between systems).

Bottomline

To have better transparency, output, profitability, and to grow customer footprints on digital channels, it is important to adopt modern solutions. Advanced solutions like Nonprofit Navigator allow you to manage campaigns on various platforms, view detailed reports with forecasts, personalize with donors and collaborate with other stakeholders in real-time.  With an easy-to-manage solution, you can improve their digital visibility and achieve the set fundraising goals.

Streamline Workflow With A Field Sales Management Software

 Field service is a  crucial activity for businesses irrespective of their size and industry. To manage diverse operations on/off the field, firms need a specialized solution that streamlines all aspects of field service from customer service to sales. 

The need is even more crucial because legacy solutions lack automation, scalability, data security, and real-time tracking features. FSM solutions like Field SalesConnect can help you automate the sales process, track real-time work progress on-site, monitor leads, and do everything else you need to run field operations seamlessly.

Here are some of the challenges you can overcome with advanced Field Management Software:

1. Schedule Management

Preparing and optimizing work schedules can be difficult with legacy solutions. With automated Field Service Management Software, you are aware of work progress and hence can create job schedules, timetables, meetings, service operations, etc in advance or on an immediate basis.

2. Location Enabled Data

Since sales employees have to work on and off the field, organizations may need software that can give real-time whereabouts of employees, customer sites, and vehicles. Salesforce Field Sales solutions leverage GPS features from mobile giving you live location insights.

3. Sales Optimization

 Legacy solutions offer limited collaboration features and because of that information action is often delayed. Modern Field Sales Management solutions leverage AI and ML which can help you capture and optimize sales data much better than your legacy system. Features like forecasting, pattern recognition, auto-report generation, heatmap, etc can transform the way you identify and optimize leads.

4. Mobile-First Experience

Empowering your field service technicians with mobile-enabled FSM solutions can vastly improve the service experience of customers. With real-time information in the mobile app, technicians can access info about customers, service location, service history, and other details allowing them to swiftly complete field operations. Moreover, your managers will be able to schedule, monitor, and evaluate field service much easily from literally anywhere.

Bottomline

To overcome field sales challenges, you must adopt new technology-based solutions equipped with advanced features for automation, customer management, and sales optimization. Damco’s Field SalesConnect is one such solution that you can rely on to streamline overall field operations. It is easily customizable and integrable with your existing system.

Improve Workforce Management With a Remote WFM Software

 Managing a remote workforce is difficult especially when you don't have a dedicated solution in place. To monitor employee performance, simplify task allocation, and communicate well with team members/clients, you need an advanced Workforce Management Solution.

So what are the features you should look for in an ideal WFM Software? In this blog, we have listed in detail the functionality aspect of remote work management solutions. Having developed solutions like iWork Remote, we have listed some of the crucial functionalities that every workforce management solution must possess.

Major Challenges in Remote Workforce Management

Traditional work management systems lack several features and capabilities, some of which include:

• Real-time employee monitoring 

• Automating processes and activities

• System scalability and integrability

• Centralized platform to store/share/access data

• Lack of communication tools

Features to Have In A Workforce Management Software

1. Time Tracking 

A WFM Software with a time tracking feature will help you monitor employee attendance and work hours better. Based on employee’s work hours, breaks requested leaves, and performance, you can devise a policy so that there is better compliance by the remote workforce.

2. Scheduling

With scheduling functionalities, administration managers/team leaders can create custom worker work rules for employees on a daily/weekly basis. Since task assignment is automated, it makes employees more aware of their targets and allows firms to plan.

3. Self-Service

Many small to medium-tier companies do not have dedicated tools for employee management and communication. An ideal Remote Workforce Management solution should have self-service capabilities allowing employees to fill timesheets, apply for reimbursement, check attendance, and engage with the HR department over various matters. Additionally, make sure your WFM Software is mobile-enabled to add convenience to your remote workforce.

4. Reporting and Analytics

While reporting simplifies your tasks and gives you a detailed insight into business operations,  analytics help you make decisions on those insights. With better reporting and analytics features, you can extract third-party data, create payroll faster, make decisions quickly, and collaborate with teams easily.

Bottomline

Employee management can be tough especially when you don’t have a dedicated solution in place for the remote workforce. To overcome the challenges of managing a remote workforce, organizations need a dynamic Workforce Management Solution Adding a solution like iWork Remote will allow you to centralize data, automate workflow, improve collaboration, and simplify performance monitoring.

4 Benefits of Tech-Integrated Loan Servicing Software

 Old legacy solutions function at a staggering speed, are hard to maintain, and difficult to customize which limits your organization from growing. In this competitive day and age, if you are still relying on traditional systems to manage entire loan operations, then you are losing out to competitors who are constantly evolving and leveraging tech-integrated loan solutions.

Cloud-based loan software can transform the way you manage lending operations. With continuously evolving systems, you can easily connect with customers on digital channels, improve engagements, make processes lean, and limit operational expenses. Here are a few benefits describing how a loan servicing software can help you get back on the winning ways:

1. Shortened Work Cycles

Advanced loan solutions like LoansNeo can help you shorten work cycles. You can leverage automation workflows and customize them as per your process requirements to reduce manual work and human dependency. Activities right from underwriting, credit disbursal, personalization, to EMI scheduling, report generation can be automated and completed within seconds. With minimal manual assistance, you can streamline work easily and be more efficient at loan management.

2. Easy Data Access

Legacy Loan Management Systems are difficult to scale. You can not integrate them with your on-premise and cloud data sources, because of which your team has to switch systems every now and then. With advanced cloud-based solutions, you can connect on-premise/cloud systems using APIs and update data in your main system which automatically gets updated with connected apps. Furthermore, since all your data is easily accessible on a unified platform, your team can make data-driven decisions in various instances.

3. Intelligent Decision Making

While automation helps you simplify the majority of tasks, you also need superior analytics capabilities to be ahead of your customers. Modern-day cloud systems are built on the top of Machine Learning and contain features like data visualization, lead scoring, heatmap, forecasting, upselling, etc to make well-informed decisions boosting your customer acquisition rate.

4. Superior Customer Experience

Customers expect superior customer service from their lending partners. This can only happen when you have a streamlined workflow in place. Automated Loan Servicing Software can help you reduce redundancies at work and minimize reliance on paperwork. With everything completed online from form application to loan acceptance, your customers will appreciate your company’s effortless lending or mortgage service and become life-long customers.

Bottomline

To be better at lending, NBFCs and Banks must adopt cloud-based solutions with advanced features and capabilities. A Loan Management System that contains better automation, analytics, and integration capabilities, can help you shorten loan cycles, unify operations, and make the best of available data. 

Do you require a Loan Software? Try out LaonsNeo to streamline your operations and improve the lending experience of customers.