“The strongest candidates are enterprises already using Microsoft 365, Azure, Power Platform, Fabric and Copilot, as well as companies facing high Salesforce costs, complex customizations or major contract renewals. Some enterprises may also move one business unit first rather than the entire company,” Jain said.
Even for those enterprises, however, an AI-based migration tool cannot remove all the challenges associated with a CRM migration.
“Poor data, complex integrations, custom business logic, regulatory requirements and organizational change will remain difficult to address. CIOs should therefore see Activate as a migration accelerator rather than a migration autopilot, Jain cautioned.