Five questions you must ask before migrating your CRM to the Cloud

3 March 2017

Migrating a CRM in the Cloud raises legitimate questions, especially when it is used on a daily basis by your sales force. As profound technological breakthroughs are changing our everyday work, it’s now even more necessary to assess what these solutions bring up in practice.

Nowadays, no one doubts that the Cloud can bring a lot to a company, saving operational costs and bringing unparalleled functionality; thanks to massive computing capabilities, affordable even for startups. However, many companies have put processes in place that take advantage of programs and infrastructure developed in-house. How long can you rely on past investments in local solutions without using the Cloud? Why adapt your workflow to take benefit of the competitive advantages that come with the Cloud? What solutions to ensure the security, reliability and confidentiality of your data?

Can I take advantage of the Cloud without changing my processes?

It is recommended that you put to good use a transition to the Cloud to rethink how the company works. Without adapting the company's workflows, a simple migration is not enough to take profit of all the innovations brought by the Cloud, including the ability to process mass swaths of data (Big Data, IoT), advanced integration of vertical solutions with programs like the Office 365 suite and the development of innovative functionalities based on Artificial Intelligence, thanks to Machine Learning.

Pending completion of this digital transformation, migrating these solutions to a Cloud platform already reduces costs, increases reliability, adapts the infrastructure to current needs and guarantees a 24/7 uptime. In summary: less time to manage hardware and upgrades, more time to improve the operation of the company and more agility to launch initiatives.

Is the Cloud a competitive advantage?

Migrating a company’s solutions to a Cloud platform offers undeniable returns. However, stopping in the middle of the road would be detrimental because as the Cloud platform is being developed, the risk of being technologically outperformed by competitors who take advantage of the latest advances of the Cloud to offer a better service is increasingly rising.
For a new company, basing its business model on the capacities of the Cloud is obvious. But for existing companies, the development of internal solutions has allowed unmatched control of their applications. Until now, these solutions have been a differentiating factor for customers. This value, however, is fading.
Conversely, every day, new advances in the Cloud are made possible by the pooling of R&D and development, creating new opportunities to the Cloud-ready companies. Instead of managing and maintaining an infrastructure while building innovative solutions, they can focus solely on their core-business and innovation.

How can the new Cloud solutions bring me better insights?

Profiting of this competitive advantage and staying ahead of more agile competitors makes it necessary to adapt the existing tools and to optimize the organization of the company to take advantage of the instruments available in the Cloud. Microsoft makes it painless with the Azure Common Data Model, which allows native applications (such as Dynamics 365) and third-party applications (a product of a start-up, for example) to integrate into a common platform and to communicate. Applications built on the same foundations can then share the same data sources, which can be analyzed using the Cloud's unparalleled scanning power.

Once its solutions are on Cloud, the company no longer has to reinvent the wheel with every project and can offer an unparalleled package of features, benefiting from the combination of the evolutions brought by the Cloud and its own solutions.

Is hosting data in the Cloud less secure than on-premises storage?

It’s becoming increasingly clear that on-premises systems aren’t inherently more secure than they’d be in the cloud, according to Mark Anderson, founder of the INVNT/IP Global Consortium, a group of governments and security experts solving the growing cybertheft problem. A Cloud that you can trust now requires a team of world-class experts, and partnering with a leading Cloud provider lets you take advantage of a level of security that you couldn’t afford on your own.

Moreover, genuine security concerns that previously slowed the transition to cloud services are now greatly alleviated, as Julien Hugo of Nerea detailed at the “IT Days” last September: data owned by customers stays within their protective legislation and in their region of choice (such as the EU). This data, processed on a trustworthy Cloud, cannot be accessed by any Microsoft employee.

Should I be accompanied by an expert?

The internal IT of a company can often make a technical migration to the Cloud, provided the team has the necessary skills. In case of a more ambitious approach, where we optimize the internal processes and tools of the company and where we decide to take advantage of the additional functionalities of the Cloud, partners have all the mastery and experience to accompany, propose and adapt the internal functioning to benefit from the tools available.


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