3 Ways Talla AI Can Simplify Your Salesforce Migration (Even After It's Started)

Posted by Alyssa Verzino on Apr 30, 2019 11:35:14 AM


Conventional wisdom holds that the worst time to adopt new software is when you're already in the middle of another complex software implementation -- like, say, Salesforce -- but modern AI automation solutions are turning this wisdom on its head. The best time to integrate artificial intelligence tools like Talla is when you're revamping your operations with a major software solution like Salesforce.

There are three key areas where Salesforce implementations falter, and Talla can help with all of them.

Salesforce Pain Point #1 - Internal Communications

Adopting Salesforce -- especially if you're migrating from a previous CRM or case-management system -- involves several moving parts that affects almost every aspect of your organization. Now, every project manager has a plan for how your roles, processes and procedures will change during and after a Salesforce migration but, as Mike Tyson famously opined, everybody's got a plan until they get hit.

Plans will change, processes will evolve, and roles will stay in flux for a lot longer than anyone expects. Your team will need a single, central source of references for the current state of the project and their place in it.

That's where Talla comes in.

Tala is a combined virtual assistant and knowledge base that can integrate with your chat platform and your other software solutions. Talla's knowledge base can serve as your "single source of truth" for Salesforce migration updates, and can proactively monitor, deliver, and repeat any updates in any major communications channels. No one is left out of the loop, and every keeps the Salesforce implementation moving.

Salesforce Pain Point #2 - Data Integrity

Migrating data between systems is always risky, not least because file formatting and metadata are often mistranslated during the changeover. You need to normalize and optimize data both before and after it is loaded into Salesforce to minimize any loss of fidelity.

Talla can serve as a both "coach and referee" during the translation to guarantee accuracy. The Talla virtual assistant and workflow-management features can help ensure every data-preparation effort follows best practices. For critical data, it can store reference copies of untranslated data for comparison after upload, so you can verify Salesforce is getting all the information you intend, and that the data is correct when it gets to Salesforce.

Salesforce Pain Point #3 - Process Change

The whole point of adopting Salesforce is to enhance your CRM and case-management processes, which means your existing processes must change. And that means your team members will need retraining. Many Salesforce adoptions stall or fail because employees simply cannot adapt to the new software.

Talla offers constant internal re-onboarding through its virtual assistant, so your staff can acclimate to Salesforce as quickly as possible. The best way to ensure your Salesforce implementation succeeds is to make sure your people are successful with Salesforce.

Don't let a planned or ongoing Salesforce implementation stop you from reaping the benefits of a next-generation virtual assistant. If you'd like to learn how AI can make your next big software migration go smoothly, contact Talla today.

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Topics: internal communication, collaboration, automation