Construction

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

The organization mastered this data journey with conemis transition cloud, ensuring the transformation delivered on its promises without any disruptions.

Running a Similar Project?

Whether you’re migrating, consolidating, upgrading, or transforming your CRM, ERP or other systems, conemis enables your data journeys with a powerful platform to accelerate and de-risk your initiative.

  • Every project delivered on time or ahead of schedule

  • Full traceability from first extract to final load, audit-ready from day one

  • Trusted by BASF, Deloitte, IQPC, and many more

  • Pre-packaged, zero-code, AI-automated, and no middleware build required

  • Focus on the beauty of innovation instead of being burdened by complexity

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