project management

Customer Relationship Management (CRM) is a tool to organize interactions with a company’s customers, either current or potential (Salesforce, n.d.). CRM helps businesses develop and keep in touch with customers in order to gain more profit (Salesforce, n.d.). The CRM system help businesses in various ways, such as improving sales or customer services (Salesforce, n.d.). CRM has the capability to provide an overview of customers to guide businesses (Salesforce, n.d.).

One of the CRM applications is Salesforce, which is cloud-based (Agarwal, 2020). Salesforce contains services about the business and customer relationship (Agarwal, 2020). Salesforce is available on Android OS, Apple iOS, Microsoft Windows, and the web (Agarwal, 2020).

On the other hand, ServiceNow is also a cloud-based application that helps businesses manage technically (Fitzgibbons, 2020). It provides tools that companies use to organize projects and the relationship with customers (Fitzgibbons, 2020). It also helps manage operations, the business itself, and the service through Information Technology (IT) (Fitzgibbons, 2020).

This project results in transferring the system from Salesforce to ServiceNow to improve the businesses’ productivity. This transfer can be helpful since Salesforce is a platform for chasing after customers’ activities, but ServiceNow assists businesses in growing systematic goals (Agarwal, 2020). Besides, ServiceNow allows enterprises to create applications for various approaches, such as customer support app (Agarwal, 2020).

Generally, this project is formed for companies who want to switch to ServiceNow, and it is not created for any specific business. After setting the project manager, they are authorized and responsible to implement and organize the project. They also can include staff from relevant departments in the project, such as giving them tasks to do, training them for future activities, etc.

The project manager can utilize the resources mentioned in the project plan in order to implement and manage the project. If it is necessary to add something new to the project plan, it should be approved and given authority by the project sponsor. The involved staff must report to the project manager about their activities. The project manager is also responsible for connecting and communicating with the team about the project plan.

The project’s scope is to migrate data from Salesforce to ServiceNow, adjust and maintain errors and problems in the migration, train the staff for using ServiceNow, map the data to be moved to the right place without losing any part, and integrate the data with the new system. The project is successfully done when the data is transferred entirely without any error, and the staff is trained and ready to use ServiceNow. The ServiceNow tools are enough for executing the project, and there is no need to use sources outside of the company.

· Transferring data from Salesforce to ServiceNow

· Integrate the data and system with the new application

· Map the data to be placed correctly

· Train the staff and managers for using the ServiceNow properly based on ServiceNow instructions

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