© 2019 KVP Business Solutions Pvt Ltd

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Lightning Migration Services

We help our customers transition from Salesforce Classic to new and improved Salesforce offering - Lightning 

Our Approach to Migration:

Identify Organization Goal

Every successful Salesforce migration needs a clear vision of what your organization as a whole wants to achieve from the new system. This means involving your sales, marketing, and customer success teams before you even begin with the migration to create a collated set of goals. 

Setting Up Team

Build a team to help you drive the Salesforce migration in your organization. Your team or internal champions are those who will be able to drive the salesforce migration in their respective departments parallelly. While building your team, here are a few key roles that you must have Executive Sponsor, Dedicated Project owner, Administrators, Power Users.

Define Your Sales Process

Defining a concrete sales process specific to Salesforce plays a vital role when you actually step into the world of customizations during your migration process. Only when you define your sales process, you can customize your Salesforce for fields, objects, sales stages, page layouts, reports, dashboards, and more.

Data Migration

Data migration is a crucial step for successful Salesforce implementation. Regardless of where your data is being fetched from, it requires careful planning and testing. Clean data has a direct impact on your revenue and conversions. Salesforce migration project is an excellent opportunity for you to clean up your data and get ahead of the competition.

Rollout Plan

List out the modules that are required to be migrated to Lightning you go live. Depending on the size of your user base and the complexities of the migration, you can decide if you want to go with a phased rollout or the all-in org-wide rollout.

Our Story

About Us

Awards and recognitions

Leadership

Core values

Heritage

Customer

Career

Industries

Financial services

Hi-tech solution and services

Manufacturing

Retail and distribution

Real estate

 

Expertise

Salesforce.com implementation solution

Lightning migration services

Salesforce.com adoption and enhancement services

Solutions

Salesforce - Whatsapp connector

Salesforce.com - Google Voice connector

Salesforce.com - Google maps connector for field sales

Quality management solution

New product development solution

Engagement model

Consulting

Industry solution approach

Project delivery model

Customer success management (CSM)

SURE framework for adoption