Key Questions that were answered
Q1. What are the top automation opportunities in the Salesforce and Microsoft?
Each organization’s sales process is unique. Generally, there are two trends in automation. First, is the ability to ingest orders or opportunities online through email or e-commerce platforms. This is where Power Automate or Einstein Automate comes in. They can monitor your order inbox or even sales representative box, and load information directly in CRM to start the sales order process. Within the CRM other processes can be automated. For example, if a customer is coming up for renewal they system can automatically generate contracts a month prior to renewal date. If you use DocuSign or Adobe Sign, the entire contract process can be automated.
Q2. How long does it take to deploy your implement Salesforce or Microsoft Dynamics?
It all depends on the features you are using, whether it’s just sales, or sales and service, or all three core modules. Out of the box feature can generally be implemented in four weeks. However, depending on the needs of the customer and complexity of environment, a project can run for several months, or if there are complex integrations and customizations, or a lot of users and divisions, over a year.
Q3. What factors should an organization consider when they decide on an analytics platform?
First you should consider where the data you want to report on lives, or at least the large portion of it. Einstein analytics is a great tool if the information you want to report on is mostly present in Salesforce. If the data is primarily located in ERP software or accounting software, however, it can be quite expensive to move all that data to Salesforce. In that case, we would likely recommend Microsoft Azure Synapse and Power BI.
Q4. Is there any difference in cost in deploying Salesforce or Microsoft Dynamics?
Both Salesforce and Microsoft offer difference licensing models, Salesforce is generally a little more expensive. The implementation costs are comparable depending on the complexity.
Q5. How hard or easy is to move from one platform to another?
There is no easy migrate button. Everything on one platform needs to be configured in the other platform. There are tools which migrates the data and mapping the data between the platforms, but ultimately migration requires a separate project similar to a fresh installation.