Salesforce to Salesforce Lightning Migration and Optimization

Project overview

Client R.O. Writer (Constellation Software)
Industry IT
Duration 3+ months

The Challenge

For over a decade, the R.O. Writer team worked with a Salesforce Classic instance that, while reliable, had grown increasingly outdated. Recognizing the R.O. Writer’s need for innovation and improvement, we embarked on a transformative journey to Salesforce Lightning Experience. The project involved migrating data, implementing new automations, upgrading security, enhancing reporting, and moving to Marketing Cloud Account Engagement (fka Pardot). This project aimed to advance Salesforce operations by automating tasks, simplifying data access, and optimizing revenue operations.

The Solution

After clearly understanding all the requirements, our team moved into the Build and QA phase. Our primary focus was adopting the Lightning experience, updating business processes, enhancing security and compliance, and improving overall reporting efficiency.

Custom Configuration and Setup
Martech Do Team created and configured various elements within Salesforce, including default and custom fields, page layouts, paths, and record types. Necessary configurations were made in both core and custom objects to tailor the solution to the client’s specific needs.

Salesforce Flows Migration and Sales Optimization
Our expertise and experience enabled us to migrate all automation to Salesforce Flows because Salesforce workflows are set to retire in 2025. Additionally, we implemented a quote process for sales management, created custom contract types, and set up dependent price books to enhance the overall sales process.

Report and Dashboard Migration
We migrated reports and dashboards from one Salesforce org to another at the client’s request and built new reports to track expansion efforts.

DocuSign Integration
We integrated DocuSign with Salesforce, including field mapping, template automation, and envelope migration from the old org.

MCAE Technical Setup
Special attention was given to the MCAE baseline technical setup and the configuration of the Salesforce connector for seamless campaign management.

CRM Data Migration
We migrated Salesforce to Salesforce data, including core and default objects and related activities.

User Acceptance Testing (UAT)
Throughout the process, we conducted User Acceptance Testing (UAT), demoing the solution for client testing. Based on consolidated user feedback, we implemented refinement requests to ensure the final product met all client expectations.

Train-the-Trainer Sessions
In the final phase, we conducted train-the-trainer sessions, providing comprehensive training materials, recordings, and documentation on:

Salesforce Overview
Revised Opportunity Management
Reporting and Dashboards
Flows, Automation, and Validation Rules
Salesforce Lighting Optimization
New Processes

The Results

All required data was successfully transferred from the old production system to the new one.
New automation was created in alignment with the sales processes, and existing automation was optimized.
The new production environment is fully operational and ready for use.
The admin team has been trained and provided with comprehensive documentation.

B2B companies that need to optimize and/or implement Salesforce CRM and MCAE

Don’t have expertise in house to migrate and upgrade to Salesforce Lighting.
Data migrations involving core and custom objects, and activities.
Complex sales and marketing technology stack.

Duration

3+ months

Depending on the business requirements such as data, automations, integrated tools, etc.

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Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.