Migrate a solution that drives value for your business
CloudROI is a technology consultant that specializes in helping clients migrate to new sales automation platforms. The process of transitioning to a new platform can be complex and overwhelming for many businesses, which is where we come in. We provide a comprehensive suite of services designed to make the migration as seamless and painless as possible.
Our approach typically begins with a thorough analysis of the client’s existing systems and processes to identify areas where improvements can be made. Once a new platform has been selected, we will work with the client to develop a customized migration plan that addresses their specific needs and goals. This may involve data migration, integration with other systems, and training for users. Throughout the process, we provide ongoing support and guidance to ensure a successful transition and maximize the ROI of the new sales automation platform. See more on our process below.
Planning
CloudROI can assist with identifying business requirements, selecting the right CRM platform, defining the data migration strategy, determining the project scope, setting timelines and milestones, and outlining the budget.
Data Quality
Data is the lifeblood of any CRM system, and, in order to provide value, it must be accurate, consistent, and complete.
User Adoption
To ensure user adoption, CloudROI involves the end-users in the planning and implementation process, trains them on the new system, and provides ongoing support.
White Papers
10 Key Benefits of Implementing a CRM
In this article, we will explore the top 10 benefits of implementing a CRM system
Top CRMs Compared and Scored
In this article, we will explore the top 4 CRM systems, Salesforce, HubSpot, Pipedrive and Zoho, and score them based on the key benefits they deliver
Worksheet: Building a Business Case for CRM
This worksheet is a guide designed to help leaders evaluate the current state of their business and make a strong case for investing in a CRM system
Our Process
Migrating a sales automation platform can be a complex process that requires careful planning and execution to ensure a smooth transition. The four key steps to consider when migrating a sales automation platform are:
Planning
The first step in migrating a sales automation platform is to create a detailed plan that outlines the goals, timeline, and budget for the project. This plan should also include a thorough analysis of the current sales automation platform, the desired features and functionality of the new platform, and any potential challenges or risks that may arise during the migration process.
Data Migration
The second step is to migrate the data from the old sales automation platform to the new one. This involves identifying the data that needs to be transferred, cleaning up the data to ensure accuracy, and developing a data migration plan that outlines the specific steps and timelines for transferring the data.
Configuration and Customization
The third step involves configuring and customizing the new sales automation platform to meet the specific needs of the organization. This may include setting up workflows, creating custom fields, and integrating third-party tools and applications.
Testing and Training
The final step is to test the new sales automation platform to ensure that it is functioning properly and to train the sales team on how to use the new platform. This involves conducting testing on various features and functionalities of the platform, identifying and resolving any issues or bugs that arise, and providing training and support to the sales team to ensure a smooth transition.
We are increasing business success with technology
Over a decade of experience migrating on-prem platforms to cloud software platforms for clients all over the world.
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