5 Elements of a Data Migration Project
Now that you have decided to take on a data migration project as part of your tech stack consolidation effort, and thought through how to prepare for the initiative, let's talk about what the actual data migration process entails. Note again that data migration is often only one piece of a comprehensive tech stack consolidation effort.
Preparing for a Data Migration Project
As companies grow by acquisition, the need to migrate systems and data becomes essential. Whether through rollups, mergers, or other acquisitions, companies face the challenge of consolidating multiple environments into one. This challenge can be daunting: there are a lot of unseen technical details to consider and decide. A properly prepared
Ensure Sales Never Skips a Stage
There are many ways to build a Sales Process in the Sales Cloud. A common challenge that many sales and operations teams face is with their end-to-end sales process. Out of the box from Salesforce, you have stages set up on Opportunities. You can add and remove these stages, as well as rearrange the order. When your users are working on Opport