Feel your pain on the Salesforce to Affinity migration...!
Surprised if you could really capture (& migrate) all the data in the old system using RPA or whether you had to draw a line somewhere and just compromise in light of the advantages of the new system.
We found the Affinity import interface a little tricky to get everything in as we would have liked
I declared myself as being data-driven and asked for research and deep insights - that said, I am at the very beginning of this road and would not mind reading at any level of depth
Hi Andre, thank you for all the info you share. Answering your poll: I’m a systems architect/ data engineer learning about the data-driven part of the institutional investors world.
Hi Andre, thanks for your insights! I just want to comment briefly. As a public VC, we traditionally have strong limitations in our tech stack and high requirements from regulators. DGSVO etc. But coming from the MS Office suite, I'm desperately happy to have found Notion to deal with datasets, cloud data, etc. Maybe as a first step on "your" curve :-) And I recommend it to my teammates. But as for other tools like Zapier and Calendly that you recommend. I also see the threat that input in the deal funnel tends not always to bring more quality but yust quantity. To say it with your words: many faster horses plug the road for new cars. :-) So still a way to go.
Feel your pain on the Salesforce to Affinity migration...!
Surprised if you could really capture (& migrate) all the data in the old system using RPA or whether you had to draw a line somewhere and just compromise in light of the advantages of the new system.
We found the Affinity import interface a little tricky to get everything in as we would have liked
I declared myself as being data-driven and asked for research and deep insights - that said, I am at the very beginning of this road and would not mind reading at any level of depth
Hi Andre, thank you for all the info you share. Answering your poll: I’m a systems architect/ data engineer learning about the data-driven part of the institutional investors world.
Hi Andre, thanks for your insights! I just want to comment briefly. As a public VC, we traditionally have strong limitations in our tech stack and high requirements from regulators. DGSVO etc. But coming from the MS Office suite, I'm desperately happy to have found Notion to deal with datasets, cloud data, etc. Maybe as a first step on "your" curve :-) And I recommend it to my teammates. But as for other tools like Zapier and Calendly that you recommend. I also see the threat that input in the deal funnel tends not always to bring more quality but yust quantity. To say it with your words: many faster horses plug the road for new cars. :-) So still a way to go.
Best regards from Mainz Jörg