Customer Cases   /   Small-scale CRM switch with full data scope and attachments in short time-frame
Logistics

Small-scale CRM switch with full data scope and attachments in short time-frame

Сlient:

An US company provides pools of plastic pallets with RFID Chips that help organizations optimize their supply chain.

Challenges:

  • Specific customizations to be migrated​
  • Migration needed to provide the ids/keys for the subsequent integration with a legacy account management system​
  • Short timeframe until Salesforce license expired​
  • The reasons to replace Salesforce: ​
    Expensive
    Not happy with usability and flexibility​
    Poor user adoption

Results:

  • Full data scope covered by conemis data integration tools ​
  • Extensive custom mappings accommodated​
  • Lead to Opportunity​
  • Task and Case both mapped to Activity​
  • Full migration of record owners and teams​
  • Integration with external account management system supported

This data journey was mastered 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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