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Resolving Challenges in Migrating Data into Salesforce (Case Study)

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Phani Madhav Chegu,

August 26, 2021

Resolving Challenges in Migrating Data into Salesforce (Case Study)

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One of the biggest challenges faced by many large companies when they acquire a business is migrating the data of the business into their computing systems. This is because the systems used by the two organizations are not the same. The organizations also follow different practices and procedures, and this only serves to complicate the problem. The inability to migrate the data could result in a ‘data disconnect’ between the two organizations and poor visibility of the acquired company’s business operations.

The issues in migrating data of one business into the systems of another can be effectively resolved by using the right tools and developing a robust data migration framework. Today, we will see how we helped a leading IT product developer migrate the data of an acquired business rapidly, in a highly effective manner.

About the Client

The client is a well-known developer of IT products for Small and Medium Businesses (SMBs), headquartered in Fort Worth, Texas. They have operations throughout the world and serve more than 16,000 customers.

Project Overview

The customer was having a tough time integrating the data of an acquitted business and approached us to develop an appropriate solution. They also had to deal with poor data visibility. The IT company used multiple Salesforce orgs and had issues maintaining the orgs.

Challenges Faced by the Client

  • Poor visibility of the acquired business’ operations
  • Ineffective flow of data from the acquired business
  • High cost of maintaining multiple Salesforce orgs
  • Inability to view sales data and quotes in a single application

How Solunus Helped Resolve the Challenges

As part of our customized solution, we implemented Salesforce Data Loader to migrate the acquitted business’ data into Salesforce. Our solution also included the following.

Formulation of a Data Migration Strategy of High Efficacy

Our experts thoroughly analyzed the data of the acquired business organization and worked with the customer to develop an efficacious strategy to migrate the data into the latter’s Salesforce system. We comprehensively mapped the data, refined it and ensured all necessary information was moved into the Salesforce system.

Onboarding the Acquired Organization’s Users into the Salesforce Ecosystem

We helped the IT product company to enable the employees of the acquired organization to smoothly move into the Salesforce ecosystem. As part of this exercise, we imparted high quality training on Salesforce applications and business processes of the client.

Elimination of The Need to Use Multiple Salesforce Orgs

Our specialists developed an efficacious framework to consolidate data in the client’s multiple Salesforce orgs, very rapidly, with minimal expenditure. The framework proved very useful in enabling the It product developer store all their data in one Salesforce org.

Development of a System to Provide Real-Time Business Insights

We worked with the client to develop a highly effective data reporting system, which goes a long way in providing real-time business insights to the customer. Our team also created dashboards to help the customer meet specific reporting requirements.

Business Results

  • 100% Business Visibility
  • 43% Improvement Productivity
  • 38% Reduction in IT Expenditure
Resolving Challenges in Migrating Data into Salesforce (Case Study) - 1

What Can IT Firms Expect by Partnering with Solunus?

  • 45% Faster Stakeholder Collaboration
  • 35% Growth in Sales Productivity
  • 40% Reduction in Decision-making Time
  • 32% Increase in Customer Satisfaction

About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enables us to deliver the perfect solutions that create the best value.