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Salesforce Migration Assessment 

This assessment is designed to support you if you are either committed to migrating from Salesforce to a new platform or in the early phases of considering this transition. It aims to assess your business needs and your current Salesforce implementation.

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Efficiently transition from Salesforce to Dynamics 365

Unlock the full potential of your business by seamlessly transitioning from Salesforce to Dynamics 365. Our expert team is here to guide you through this efficient transition process, ensuring a smooth and successful migration.

What can you expect from this assessment?

  • Explore your business needs - by closely evaluating your unique business needs, we will be able to tailor the transition from Salesforce to Dynamics 365 to meet your specific goals and challenges. 

  • Microsoft technology alignment - whether it's streamlining processes, improving customer relationship management, or enhancing data analysis, our team will guide you in leveraging Microsoft technology to meet your specific needs and drive business success.

  • Key considerations - we will analyse your data structure, integrations, customisations, and workflows to ensure a smooth and seamless migration process. 

  • Roadmap for migration - Our comprehensive roadmap for migration will provide you with a clear and detailed plan to successfully transition from Salesforce to Dynamics 365. 

Limited seats available. Secure your spot now and allow our team of experts to lead you through a seamless migration.

Register your interest

Happy clients that we've helped transform with Microsoft technologies

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Salesforce Migration assessment 

Whether you are determined to make the move from Salesforce to a new platform or are just starting to explore the possibilities, this assessment is here to provide you with the support you need. Its purpose is to evaluate your business requirements and your current Salesforce implementation.

Saleforce assessment
  • Minimise Risk

    Enhanced sales process control and management, informed investment decision-making for seamless migration, precise planning accuracy, comprehensive understanding of challenges and risks.

  • Reduce costs
    Costs are minimised with lower technology expenses (especially with Dynamics 365), reduced expenses for implementing changes, and decreased integration costs.
  • Improve productivity 

    Enhance your productivity with seamless integration into the Microsoft stack, optimise your sales process for maximum efficiency, and gain valuable insights for informed decision making.

Why choose Infinity Group?

Infinity Group is a leading managed Microsoft Partner in the UK, offering technology services, solutions, and managed services. Our mission is to create a more productive and secure way of working by helping organisations do more for less across Dynamics 365, Microsoft 365 and Azure.

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