Project Name
Salesforce CRM Data Migration For Dental Implant Manufacturing
Overview
Our client was a leading manufacturing company that specialized in dental implant products. They use Microsoft Dynamics 365 Business Central to manage their financials, inventory, procurement, and production processes. To improve their sales operations and customer relationship management, they want an expert who can help them to migrate their data to Salesforce, a primary CRM platform.
Challenges
- They are facing issues with data inconsistencies and duplicates have accumulated within the system that impact the accuracy of records and customer information.
- Our client struggled to interpret the complex data structures and generate intuitive reports and dashboards, hindering quick decision-making processes.
- Fewer automation capabilities within Business Central directly impact the client’s ability to streamline processes and automate workflows.
Our Solution
We have provided a comprehensive solution to our client that includes:
- Our team conducted a thorough analysis of data structures in Business Central and Salesforce CPQ data migration to map the fields and ensure a smooth transition.
- With this, it becomes clear to ensure the accuracy and integrity of migrated data by identifying and resolving data duplication, data inconsistencies, and outdated data issues.
- Our team had set up a system that offers robust reporting and analytics features to derive actionable insights from the data for better decision-making.
- After that, we tested the migration process in a sandbox environment to make sure about the validation of data accuracy and integrity before the migration process.
- At last, we executed a migration approach to minimize the downtime and disruption to ongoing business processes.
Implementation Process:
- First, our team conducted a thorough comprehensive data analysis of the existing data structures, identified key data sets, and formulated a migration plan with timelines and milestones.
- Moving to Salesforce CPQ data migration, we implemented a data cleansing process to address duplicates, inconsistencies, and errors within the legacy data to ensure accuracy.
- Our team utilized the right approach to migrate the data, beginning with less critical data sets and progressively moving to more complex and critical information, that minimizes the risk of disruption.
- Then, we tested the migrated data to verify the accuracy of data compared to source data and ensure the functionality within the new ERP system.
- At last, we conducted training sessions for employees to familiarize them with the new system that emphasizes the data entry best practices to maintain data integrity.
Data Flow Diagram
Conclusion
Hence, our team had successfully done the data migration from a legacy system to a modern platform, Salesforce to overcome all the challenges that they were facing with their current system. With the right planning and approach, our client addressed the challenges that are completely associated with migrated data from outdated technology. With our solution in this Salesforce Case Study, it becomes possible for our client to improve their customer satisfaction and contribute to the company’s growth and success.
Streamline Your Business Operations With Our
Salesforce CPQ Data Migration Solutions!
Streamline Your Business Operations With Our
Salesforce CPQ Data Migration Solutions!
