Migrating Home-Grown Sales Systems to Salesforce CRM: Challenges, Solutions, and Long-Term Benefits

Author(s)	Kiran Konakalla
Country	USA
Abstract	This paper discusses the migration of a company's home-grown internal sales tracking system to Salesforce CRM, outlining the steps involved, the challenges architects face during such a migration, and how to overcome them. Home-grown systems often have limitations such as lack of scalability, difficult reporting, and limited cloud capabilities, which Salesforce Sales Cloud addresses with its suite of automation and reporting tools. The paper further explores the key migration steps, potential pitfalls, governance concerns, and the benefits post-migration, along with KPIs to measure success.
Keywords	Salesforce CRM, Migration, Home-Grown System, Challenges, Automation, Data Migration, Reporting, Cloud, Process Builder, Approval Process, Governance, Architect Pitfalls
Published In	Volume 4, Issue 1, January-February 2022
Published On	2022-02-22
Cite This	Migrating Home-Grown Sales Systems to Salesforce CRM: Challenges, Solutions, and Long-Term Benefits - Kiran Konakalla - IJFMR Volume 4, Issue 1, January-February 2022.

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International Journal For Multidisciplinary Research