When migrating from one CRM system to Oracle Engagement Cloud, you need to consider the potential impact of what you plan to do and assess the required areas of activities to ensure the success of the migration. 9EDGE can help you with that!

 

Sales Process Migration Assessment Activity Areas:

  • Campaign Management
  • Engagement Channels
  • Lead Conversion
  • Lead Management
  • Marketing Management
  • Opportunity Conversion
  • Opportunity Stages
  • Products
  • Quote Management
  • Sales Forecasting
  • Sales Teams
  • Workflow & Approvals

 

Support Process Migration Assessment Activity Areas:

  • Case Assignment
  • Case Escalation
  • Case Management
  • Case Resolution
  • CTI Requirements
  • Engagement Channels

 

Customer Portal Migration Assessment Activity Areas:

  • Customer Communities
  • Knowledge Management
  • Self Service

 

Integration & Security Migration Assessment Activity Areas:

  • Architecture Overview
  • Data Sources (External)
  • Data Sources (Internal)
  • Data Volume
  • Middleware Assessment
  • Profiles, Users & Security
  • SSO Requirements

 

Data Migration Assessment Activity Areas:

  • Accounts
  • Activities (Accounts & Contacts)
  • Contacts
  • File Attachments
  • Leads
  • Opportunities
  • Users

 

Want to learn more? Please send us an email at info@9edge.co or call us at +1.657.999.4242 to schedule a phone call with our Oracle CX Experts today!