Seamless Salesforce Migration: How CloudKitchens Optimized Sales Operations with Strategic Planning
CloudKitchens, a global leader in ghost kitchens, needed to migrate Salesforce between internal entities. This complex transition required strategic process mapping to align 100+ sales reps with a new CRM system.
Challenges Faced
High-Stakes Data Integrity & Adoption Needs
With over 100 sales reps relying on Salesforce, any migration errors, downtime, or data loss could have significantly impacted revenue and daily operations. The new system needed 100% adoption from day one, requiring comprehensive training and a seamless transition plan.
Lack of Sales Process Alignment
The existing CRM setup didn’t fully align with CloudKitchens’ evolving sales strategies. The migration presented an opportunity to restructure and optimize the customer journey, lead management, and pipeline stages for better efficiency.
Complex Internal Salesforce Migration
CloudKitchens needed to transition their entire salesforce instance, sales process, and customer journey to a new internal company structure with different processes and workflows—without disrupting operations.
What We Did
To ensure a seamless internal Salesforce migration, we conducted a comprehensive process mapping of CloudKitchens’ sales operations. With over 100 sales reps relying on the system, we focused on optimizing lead management, pipeline workflows, and automation to improve efficiency. Beyond migrating data, we saw an opportunity to enhance sales processes, clean and structure CRM data, and streamline reporting for better decision-making. Our approach prioritized zero data loss, no downtime, and full adoption, ensuring the new Salesforce instance was optimized for growth. Here’s how we achieved it:
Comprehensive Business Process Mapping
We conducted a full end-to-end analysis of CloudKitchens' existing Salesforce CRM, identifying inefficiencies and opportunities for improvement before migration.
Customer Journey Optimization
We mapped the entire customer lifecycle, from lead acquisition to deal closure, ensuring that the new Salesforce system would enhance the sales process rather than just replicate it.
Seamless Internal Salesforce Migration
We executed a zero-downtime CRM migration to the new Salesforce instance, ensuring all historical data, customer records, and workflows remained intact.
Process Alignment & System Configuration
We restructured lead routing, sales pipeline stages, and automation workflows to align with CloudKitchens’ refined sales strategy.
100% Sales Team Adoption & Training
We designed customized training sessions, hands-on workshops, and documentation to ensure every sales rep was fully onboarded and confident in using the new CRM system from day one.
Results We Achieved
The migration was executed seamlessly, with zero data loss, no operational downtime, and full adoption by over 100 sales reps, thanks to structured onboarding and training.
With advanced data hygiene processes, CloudKitchens achieved 99% data accuracy in the new Salesforce instance. Automated deduplication, validation, and structured data entry eliminated inconsistencies, ensuring clean, reliable customer records for improved sales forecasting and reporting.
By improving pipeline stages, lead routing, and automation, we reduced inefficiencies, allowing sales reps to focus on closing deals rather than navigating CRM complexities.
The strategic approach to our CRM migration made all the difference. Not only did we experience a completely smooth transition, but our sales process was significantly improved. The hands-on training ensured 100% adoption, making this one of the most effective system migrations we’ve ever done.
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