You have an existing solution that is either no longer meeting your needs, is too costly to continue using, or can be replaced with Salesforce functionality that didn’t exist when your organization made your original decision. Over the years, there have been many industry-specific solutions that were created to address unique processes or problems. Unfortunately, many of these are not as flexible as Salesforce and are therefore not able to be easily customized for your organization’s needs. We can help you understand the effort of migrating to a native Salesforce solution.

Examples of past projects include: Enrollment Rx and TargetX to native Salesforce EDA (Education Data Architecture); Raiser’s Edge to Salesforce EDA and NPSP (Nonprofit Success Pack); Hubspot and Marketo to Pardot; Goldmine and NetSuite to Salesforce; Desk.com to Salesforce Service Cloud.