Project Name

Finance Insurance Workflow Enhancement Through Salesforce to Odoo Migration Solutions

Industry

Finance

Technology

Salesforce, Odoo

Overview

Our client was a leading, well-reputed insurance company that offered various types of insurance policies to their consumers. They were facing various circumstances with their existing workflow and were completely automated through Salesforce. Additionally, they were in search of the right platform that helped them decrease their costs based on customization.

Challenges

The primary challenge that came to our client was the inefficiency and cost that were completely associated with customizing interfaces for new insurance policies on Salesforce.
Another issue was the need for a sustainable and economical approach to their business model.
The major drawback was streamlining user-wise access to the database and migrating the entire business data, which made them initiate the migration to Odoo ERP.

Our Solution

The Ksolves team provided a robust solution to their client that is mentioned in the below steps:

Firstly, our team developed a one-way connector to facilitate the instant migration of entire business data and streamline the process from Salesforce to Odoo ERP.
This Salesforce to Odoo migration makes for a trouble-free migration process without any loss of data.
Then, the Ksolves team implemented a dynamic view within the Odoo ERP system that helped them add new insurance policies and manage the existing policies without any support from external developers.
At last, with the Salesforce to Odoo ERP Migration solution, it becomes possible to integrate the field-level access feature that allows data to be displayed based on the user’s access permissions.
This additional functionality and a level of granular control were not possible within the Salesforce system.

Conclusion

At last, the successful implementation or migration of Salesforce to Odoo ERP made the data migration flawless, and there were no disruptions arising during the operations. With this, our client gets the allowance to create multiple views and manage insurance policies efficiently within the Odoo ERP system, which came out as a cost-effective approach and improved time efficiency. Hence, we can say that our comprehensive approach met the client’s expectations and delivered a cost-effective approach with a centralized workflow to enhance business productivity.