Migrating from Salesforce to Microsoft

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In this Podcast, Migrating from Salesforce to Microsoft, we discuss…

2:23Workplace by Facebook to Office 365 Migration podcast
2:25Slack to Office 365 Migration podcast
2:27Box to OneDrive Migration podcast
5:05Salesforce’s Quip
11:00Microsoft’s Dynamics 365 CRM

12:35Contact Us page for inquiries about migrating


Danny Ryan: It’s Tuesday June 4th, and today I talked with Tommy about migrating from Salesforce to Microsoft. We talked about everything from Chatter to CRM to Salesforce product Quip and moving over into the equivalents inside of the Microsoft Cloud. 


Hello, and welcome to the Work Together Better podcast. This is your host Danny Ryan. I’m here with my other cohost, Tommy Ryan. How are you doing, Tommy? 


Tommy Ryan: I’m doing very well, sir. 


Danny Ryan: Excellent. Today, I think we’ve worked our way up to today’s podcast which is we’ve been covering all sorts of platforms and moving from various platforms over to Office 365 and today it’s a really big one. We’ve sort of started diving into this and seeing how many products that are from this company that sort of match over to products from Microsoft. The company that we’re talking about is Salesforce, and I wanted to have a discussion with you about migrating from, and I’m just going to bubble it up to the two company names, which is migrating from Salesforce to Microsoft. 


 Today’s conversation, just wanted to talk about the different products that are involved. We’ve got a little bit of a history with both companies, but just a little bit of a back story around that, and maybe something that just leads into some of the other conversations that might come out of this and things for people to think about when they’re starting to look at doing these types of migrations. Sound good? 


Tommy Ryan: It sounds like a plan, Stan. 


Danny Ryan: Excellent, excellent. So I know people aren’t seeing this, you’re hearing this, we needed a bit of a visual because we’ve been talking about different platforms and starting off with social platforms like Workplace by Facebook and Slack. Those are more the social types of collaboration, and then we’ve also started looking at some of the document-centric stuff with Box and Dropbox and some of the different products out there. With this one, man, we ended up writing up on the board the various products that were available from Salesforce and how they map over into Office 365. 


 We started off with the obvious one for us which was talking about Chatter and how it might map over in Teams. That was sort of the first collaboration one that we looked at. 


Tommy Ryan: Yeah, it’s an area that we definitely have a lot of depth in, and building the Chatter for SharePoint integration for Salesforce was a way for us to really get deep into, and understanding of the ecosystem of Salesforce and go into their conferences and even the product that we had, Popcorn, that was integrated into Salesforce as a way to link into and integrate into other systems, like LinkedIn and other social feeds that allow you to get more context to a conversation. 


 Chatter is one of those that was there before the days of Yammer for Microsoft and so they got a lot of ground in terms of social and having conversations around things, and we found some of the larger companies wanted to bring that context into the portal experience and that’s why we did the Chatter for SharePoint, but what I found interesting is there’s quite a few things to wrap your head around when you’re thinking about collaboration and if you were doing things in Salesforce that would map over into Office 365, or Microsoft in general. With Salesforce, they’re one of those big players that have their own Cloud application platform services, which is interesting because we haven’t had many conversations around getting things from other platforms into Azure, but this is one that really kind of sparks some interest from us in terms of people trying to bring down costs. 


 A lot of things in Salesforce are on the expensive side, and you said there’s more cost-effective ways to do it on the Microsoft platform, but it takes some understanding of what are those services over on the other side. What we also thought was interesting was the acquisition of Quip. You don’t think of Salesforce as having their own spreadsheet and document presentation products that are online products, but they sped that up through an acquisition and that puts them in that space of collaboration and online content around collaboration. 


Danny Ryan: That’s great. Looking at this, I think this conversation’s really interesting to us given our background in developing a couple of products, primarily products around integrating Office 365 with Salesforce. You’d mentioned Chatter for SharePoint which was something we developed for Salesforce. We ended up we had some local clients, actually, talk to us about Salesforce files and them wanting to store files on Office 365 rather than on Salesforce so we built a product called Trove that we put out into the community. 


 Then the other product you were mentioning with Popcorn, which had a lot of different types of integrations to different products that are out there. This is something that I think the backstory on this is we’ve been working with both Salesforce and with Microsoft. Microsoft since the beginning, Salesforce more recently, but recently for us is probably the last five, six, seven years on products and working with Salesforce as an organization. 


 When this topic comes up, it’s definitely one that’s interesting to us and actually looking forward to talking with clients that are trying to come up with… This will be talking about migration but also the integration piece to this, too, is integrating, really, the two platforms together. When we start this off, it’s got both the components of the social, which is the Chatter, and looking at comparing that to Yammer, or more recently with Teams. They have a Salesforce files piece which would map over to OneDrive or SharePoint online, and then you were talking just a minute ago both about building apps with Salesforce has Heroku and some of the lightning apps, and now those would map over either into Azure or into power apps along with Flow or into SharePoint custom lists. You really see, they’re both very comprehensive platforms and along those lines have a lot of overlap with each other. 


Tommy Ryan: Yeah, and Salesforce has been rapid acquisition to beef up that platform and so that’s been to their advantage, and they seem to integrate new products and platforms into their platform fairly quickly. They’ve got a lot of experience with that but a lot of times I think it comes down to is there a strong enough proponent of people that need to stay in Salesforce so it becomes more of an integration story to bring the right information over to the right people where they get worked on. Or is is okay, we’ve really got to a point where we don’t know where to go for information. We feel like we’re paying double or triple for our costs of what it would take to simplify it onto the Microsoft platform. 


 We definitely see a lot of people in that category of trying to consolidate and simplify because I think a lot of these platforms have caught up with each other, and a lot of them are good enough in most of the areas that you need to check the checkbox on. Some of these integrations come through, well this platform is really good at this, and this platform’s really good at this. I need to have both. But I think more recently you’re seeing Microsoft doing catch-up where they had big gaps, and now it’s either good enough or maybe even better, so that attracts people to maybe moving some of their content. 


Danny Ryan: Yeah, absolutely. I mean even when we talked about, with the Trove integration where you’re able to store, for folks who aren’t familiar with what this is, it’s actually something we put out into the community for a while and wanted people to use. I know people are still using it to this day even though it’s not supported. It gave you a nice way of storing files in Office 365 that were related to an account or an opportunity and gave you that… It’s a really nice experience within Office 365 where you can go easily edit Word docs, Excel files, PowerPoints. It just worked sort of seamlessly within the browser. 


 One of the things when I look at this, you mentioned Quip a little bit earlier where you really see how that compares over to what’s been Microsoft’s core offering around Office and office online. For us, I think the other thing, our background is so heavy into SharePoint. Within Salesforce they have the community Cloud which is, when you think of sort of like their intranet offering, that’s their intranet offering that they have out there as well. When I look at this and I think, well if somebody needed to migrate their intranet, the equivalent to that would be going off the Salesforce community Cloud and going over onto SharePoint online. 


Tommy Ryan: Yeah. 


Danny Ryan: Yeah. The elephant in the room. The thing we haven’t talked about. 


Tommy Ryan: CRM? 


Danny Ryan: The elephant in the room. The elephant in the room is CRM, which obviously Salesforce is known for. Microsoft has a dynamic CRM offering and through the years I’ve got a bit of a, from my early days here at Threewill have very early on getting us set up on CRMs. You remember I used to joke around that my hobby was getting CRM set up for us and moving from one to the other, and sort of getting those into place. 


 For us, I mean, I think where this comes into play is, I think there’ll be a lot of organizations that are out there that have CRM practices that can help people move from Salesforce over to dynamics. I think for us, a lot of where our focus would really come into play would be around moving the collaborative content and around moving the application so both anything that has to do with collaboration and documents along with apps over into Microsoft. 


 So that is it at a high level. Maybe we can do a follow-up conversation to this. Overarching this, we’re looking at moving from Salesforce over to Microsoft, and there’s a lot to talk about here, so perhaps we can have other follow-up conversation about this. 


Tommy Ryan: That sounds good, Danny. 


Danny Ryan: Awesome. Thank you, Tommy, thank you for taking the time. 


Tommy Ryan: Sure thing. 


Danny Ryan: Reach out to us though the “contact us” page if you’re interested in talking more about this, and thank you so much for listening. Have a wonderful day. 


Danny RyanMigrating from Salesforce to Microsoft

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