The client was migrating from ACT! to Salesforce and needed to migrate years’ worth of client and prospect data. They also needed a plan and training for their Salesforce users.
CloudQnect’s QuickStart service provided the needed services.
- Implemented a solution to export the required data from ATC! into the client’s new Salesforce instance.
- Walked the client through the capabilities and carefully listened to establish specific business needs
- Customized their Salesforce instance to meet their processes.
- Recommended Apps to help them maximize their use of Salesforce.
- Tested and made adjustments to the client’s data and loaded all “clean” data.
- Provided best practices and responded promptly to questions.
- The client was up and running on Salesforce within their budget and their tight timeframe.
- 30-days post-implementation, the client’s users were able to ask questions and request additional customizations based on their first month using Salesforce.