Logistics

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

Сilent:

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