Salesforce to Odoo migration

Before any migration, our Architects will investigate what it takes to make a redesign of your current solution built with multiple software vendors. Before migrating from Salesforce to Odoo, we thoroughly plan the migration starting with defining goals, needs and requirements.  In a second step together with you we set timelines, roles and responsibilities, and conduct a comprehensive data audit to cleanse and validate existing data, before mapping it to Odoo's structure.

Our primary objective is to optimize the workflows of your organization within the Odoo platform. To achieve this, it is essential for us to gain a thorough understanding of your existing operational practices. We invite you to share insights into your current processes, as well as your strategic vision for how you wish to leverage Odoo to enhance your operations and facilitate your company's growth over the next two years.

To assist us in this endeavor, please provide a detailed outline of your generic workflows, highlighting the key processes, inputs and outputs, data transfer points, and the team members involved. Utilizing diagramming tools such as Lucidchart or even sketching on a whiteboard can be beneficial. Additionally, we recommend conducting a thorough review of any redundant software, inactive user accounts, datasets, and contact lists to streamline your operations.

Many migrations are inspired by the goal of creating a more streamlined user experience and achieving significant time savings for both users and the business overall. When moving from Salesforce to Odoo, our approach is to facilitate an effortless transition. We strive to remain closely aligned with your existing operations, allowing users to quickly adjust to the new system. In other words, we replicate your current configuration so that you can still recognize the essential elements needed to operate your business on a different platform.

The focus is on simplicity, removing past complexities, and freeing you from legacy custom developments as much as possible. We will adhere to Odoo's standard functionalities wherever we can. After a few months of use, we will introduce further automations, AI integrations, or additional features.

Moving between platforms can be a complicated task, especially since Salesforce migrations are unique and involve multiple applications from different vendors. To streamline this process, Cloud Lion is employing AI tools powered by Google to ensure that every detail is meticulously addressed during the migration.

In the past, we have successfully transitioned numerous Salesforce customers to the competing platform, Zoho, which has been a key part of our business for many years. This background means that Cloud Lion is well-equipped with the necessary expertise, tools, and experience to ensure a smooth migration and uninterrupted business operations for our clients.

We carefully analyze your entire solution, including the Salesforce segment. Our evaluation includes existing workflows, your current business priorities, company objectives, and team expectations. Our architects will work in tandem to design a new application ecosystem within Odoo. The migration process also focuses on optimization and organization. We often discover that clients prefer to limit custom developments when shifting from a multi-database configuration to Odoo's ERP system.

We firmly advocate for following Odoo's best practices and inspiring companies and their teams to embrace a new operational approach, which helps maintain low costs and ensures agility and flexibility for future growth with Odoo.

Our team, contains a former Salesforce consultant, ex-Zoho employees and Odoo experts, possesses extensive experience in transitioning businesses from Salesforce to Zoho. 

Given that Zoho's feature set closely mirrors that of Salesforce, we have successfully facilitated migrations for both small and large enterprises throughout our tenure as a Zoho partner, including instances while we were affiliated with Zoho Corporation.

We are committed to employing these proven methodologies and, when necessary, we collaborate with Odoo to ensure a seamless transition that minimizes any disruption to your business operations.