Advent Software is the maker of highly successful products in the and financial services domain. They also used to have a CRM platform named Qube, which they discontinued in 2011. Since then, most Qube users have migrated to other CRM platforms. However, there are still some who are yet to choose a new CRM solution. If you’re one of those users, this post gives you an overview of what is involved in a migration from Qube to Salesforce.
The following information is typically migrated from Qube to Salesforce:
- Account/Contact records
- Activity History records
- Portfolio records
The following object diagram shows what the data would look like once it is migrated into Salesforce:
As you’ll notice, there are several data objects like – leads, opportunities, clients, contacts, etc. Salesforce, being the leading CRM platform available today, is extremely flexible, and can handle all pre-existing objects and fields in Qube. If there are any fields that are unique to your organization, they’ll need to be custom created within Salesforce.
CRM migration can be a daunting task for many, but if you choose the right CRM platform to migrate to, and a trusted vendor to implement the migration, you’ll find that it’s a lot easier than you expect. In fact, a CRM migration like this will set you up for gains in efficiency, which will translate to gains in revenue. Salesforce is the best bet if you’re moving from Advent Qube. And if you couple that with an experienced Salesforce partner like Mansa Systems, you have the right combination to ace this CRM migration. Talk to us today to find out more about migrating from Qube to Salesforce.