Challenges

Difficulty in meeting the evolving business requirements- Every business strives to improve its existing business processes in order to stay competitive in today's business environment. As a result, they required a platform that provides the best flexibility to meet those revolutionary requirements.

Limited Third-Party Integrations- Because Salesforce is a cloud-based platform, it can be integrated with almost all applications and systems (API-based), whereas MS Dynamics supports very few third-party integrations.

Restricted product functionalities- Unlike the old MS Dynamics system, Salesforce comes equipped with a plethora of product functionalities such as sales cloud, commerce cloud, Einstein, Omni-channel, Triggers, Macros, and so on to meet the ever-changing business needs.

Insufficient Data Management standardsthat impacted the data transfer in the dynamics system

Diverse level of permissions required to access data sets

Solution

By considering and deeply analyzing the above mentioned challenges, our Salesforce specialists performed a smooth migration process with all their expertise

Did a thorough analysis of the data and operations of the client’s MS Dynamics instance, followed by the development of a data migration plan.
Furthermore integrated the pre-built functionalities like Email-to-Case.
Fixed their Community in Community Cloud and Knowledge Base in Lightning Experience, proceeded with numerous customizations.

Cautiously Installed the Salesforce service cloud including objects, rules, and process workflow corresponding to the client's wants.
Depending on the needs, customized the installed Salesforce instance.
Data migration, where the team used SQL Server to gather the data and prepared it as per Salesforce specifications.

Benefit

Obtained the Capability to cleanse, dedupe, enrich, and normalize substandard datasets, as well as enhanced data quality standards.

Saved a lumpsum amount of money on unneeded systems and worldwide process synchronization.

Obtained an opportunity to offer corporate-level guidelines for system users that apply to all divisions.

Introduced more stringent security standards and user permission.

Point-and-click features make it possible for a client to customize and configure the platform in a more smooth and hassle-free manner.

Added new, improved capabilities to the processes.

There are numerous apps available on the AppExchange marketplace that were made exclusively for Salesforce users and have native integration.

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Case Study

Migration from Microsoft Dynamics to Salesforce CRM solved multiple business problems