Case Studies / Consolidation of Salesforce and Microsoft Dynamics CRM to Sales Cloud

Consolidation of Salesforce and Microsoft Dynamics CRM to Sales Cloud

Сlient:

A company that is a FTSE 250 business and one of the UK’s leading housebuilding and construction groups with revenues of £1.8 billion. They are recognized for the strength of their diverse operational expertise and the capacity to provide whole-life solutions to major projects.

Challenges:

Consolidation of data from three different sources: 2 Microsoft Dynamics CRM, 1 Salesforce.com instances
Establishing consistent data format across all sources
Preserving referential integrity for each source
Mapping different source IDs for the same team member to the correct target ID
Accommodating differences in the data models
Ensuring data quality across the data sources
Customization on every data object

Results:

Successful migration in time
Full automation of data conversion with ctc
All attachments transferred to Oracle Sales Cloud
Live migration strategy with extra testing to prevent notifications to customers and ensure overall data quality
All data migrated including custom data
Automated consolidation with unique target IDs across data from the 3 different sources
Converted from Microsoft Dynamics CRM data model to Oracle Sales Cloud data model
Converted from Salesforce data model to Oracle Sales Cloud data model