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Seamless Salesforce to Odoo Migration: A Five-Step Roadmap
Functional Community Talk
Lieu : Hall 7.D - 08/11/2023 16:30 - 08/11/2023 17:00 (Europe/Brussels) (30 minutes)
Seamless Salesforce to Odoo Migration: A Five-Step Roadmap
William McMahon
CEO à Gravitai Ltd
William McMahon
CEO à Gravitai Ltd

William McMahon is the founder and CEO of Gravitai, an agnostic Cloud Technology implementation partner specialising in Salesforce and Odoo implementations.

Gravitai, established in 2013, is a leading expert in cloud architecture and customer relationship management. We provide unrivalled, vendor-agnostic advice to our clients, helping them maximise their use of cloud technology platforms. Our profound expertise covers a wide range of cloud platforms, including Odoo, Salesforce, Selligent, Acquia, Google Cloud Platform, and Amazon Web Services.


As businesses continue to adapt to the ever-evolving technological landscape, migrating to more suitable CRM platforms has become a common requirement. In this comprehensive and informative conference talk, our seasoned speaker will unpack the intricate process of transitioning from Salesforce to Odoo, presenting a strategic and simplified five-step guide.

The presentation will begin by establishing a clear understanding of Salesforce and Odoo, analyzing their individual features, strengths, and suitability for various business models. This knowledge will provide the backdrop against which the need for migration can be thoroughly understood.

Next, the speaker will delve into the first step of the process: meticulous planning and preparation. Emphasizing the importance of a well-structured roadmap, the speaker will offer tips on stakeholder engagement, expected timelines, and potential challenges, setting the stage for a seamless migration process.

The subsequent steps revolve around the heart of the migration process. The speaker will guide attendees through efficient data mapping techniques and explain the complexities involved in accurately transferring data from Salesforce to Odoo.

Our fourth step will cover the crucial aspect of rigorous testing. From unit tests to integration and user-acceptance tests, the speaker will underline the necessity of each type and their role in ensuring a smooth transition.

Finally, the fifth step will focus on the execution of the migration, covering how to go live with Odoo, the importance of post-migration support, and how to ensure minimum disruption to business operations.

This talk is ideal for IT professionals, CRM administrators, and business leaders contemplating a shift from Salesforce to Odoo. It promises not only to break down the complex process into manageable stages but also to provide attendees with insights to navigate potential obstacles. By the end of this session, participants will feel confident and prepared to embark on this crucial migration journey, armed with the knowledge to execute it successfully.