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What are the biggest reasons for migrating to Salesforce from other CRMs?


I'm interested to hear from other users who have recently done so.

ITCS user
88 Answers

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I would like to point out that as marketing manager for BPM online, the above response does pose a bit of a conflict of interest.

With that said, Salesforce can help drive informed decision making within your organization especially if your offering has sufficient complexity to warrant both a marketing and sales team. Lines tend to get blurred when generated leads from marketing are handed off to the sales team to close and you wonder where is the best spend to generate leads. The lead conversion functionality (when executed properly) enables you to associate won opportunities by the sales team back to the original lead source even if won after an extended period of time. This provides an understanding of your marketing spend through possible reporting in Salesforce as result of the way it indexes information.

If / when your organization is prepared to execute sophisticated marketing automation, Salesforce is also positioned to integrate smoothly with Eloqua, Pardot and Marketo (possibly others as well, but I know these integrations work beautifully). Choosing a CRM that has the capacity to evolve with more sophisticated marketing efforts without impacting core processes and infrastructure has advantages.

Hope this helps.



author avatar

Salesforce is a nice solution providing great usability and plenty of integrations. But if you’d like to try some outstanding alternatives, I suggest you to take a look at bpm’online sales https://www.bpmonline.com/sales/ - it’s a cloud CRM that includes out-of-the-box processes that serve as best practices for lead management, opportunity management, quote management, order and invoice management and so forth. Your sales team will definitely appreciate the pre-build processes that enable companies to jump start using the system from day one. They’ll also love robust analytics, which can be easily customized according to those KPI’s you’d like to track, and an easy to use and engaging interface with intuitive flow that affords for fast adaptation and personalized approach at building customer-facing business processes.
You can try bpm’online solutions for free with no credit card involved - https://www.bpmonline.com/sales-demo

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Integration, robust platform and a leader in the industry

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Top 10Consultant

Usability, reliability and the AppExchange. This provides great user adoption and productivity which leads to a very high return on your investment.

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Integration with other platforms like Echosign etc. , No upgrade issues, Availability of 3rd party apps.

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1) Great Usability 2) No upfront capital Cost 3) No worry about Upgrade 4) Social Collaboration - Chatter 5) Mobility compatible along with great Mobile App in App central 6) Good Functionality ( 360 customer view , ROI tracking , simple lead tracking process etc) 7) Great interface capability with other enterprise software...

I think I have replied to similar queries before. In case if you need anything further, do let me know. I drove one of the largest transition projects.
Wish you a great Luck

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One reason relates to the Salesforce AppExchange. Salesforce has a huge range of 3rd party applications that can extend it's capabilities without the need to carry out any coding yourself.

I am currently building solutions that incorporate automated document generation and distribution along with web forms that capture customer satisfaction directly into Salesforce and saves a huge amount of manual effort.

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Salesforce offers everything on cloud and no software installation on local necessary. Plus visualization dashboards in Salesforce are very attractive. But it's cloud platform is the biggest reason for its success.

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