- Overview ?? Client acquired a UK business, faced challenges with different systems. C-suite struggled to get a single business view. Sales team had to use two systems for different regions/products. Marketing company with data in two Salesforce orgs.
- Business Challenges ?? Migration within 30 days or purchase additional licenses. Display same layout after migration. Migrate large volume of data for various Salesforce objects. User adoption due to existing processes and UI. Multi-currency data. Process alignment. Different date formats (US and UK). Effective reporting for consolidation.
- Technical Challenges ??? Implementing rules for accounts in different regions. Importing data steps: identify, import, map, transform, filter. Migrating accounts, contacts, opportunities with referential integrity. Displaying detail page like existing org.
- How Did We Achieve All This? ?? Assessment ??: Identify data to be migrated. Simplify business processes. Build hierarchy for strategic accounts. Consolidate opportunity data and transform stages. Include acquired company products. Detailed migration plan. Utilize Salesforce features: multi-currency, configure price, quote. Use locale for specific date formats. Change management. Regular updates and issue resolution. Initial migration and incremental load.
- Results ?? Successful migration, consolidated into a single org. No need to purchase additional licenses. Improved data management. Saved costs. Streamlined executive tasks.
Astreca specializes in developing solutions to support If you have questions about your CRM and want to hear more, fill out this form to get in touch with the experts.
33 Wood Avenue South, Suite 600, Iselin, NJ 08830
NDA Pashan Road, Bavdhan,
