Migrating CRM Data for a Growing SaaS Company
A rapidly growing SaaS company needed to migrate data from an outdated on-premise CRM system to Salesforce. The legacy CRM housed incomplete and inconsistent customer records, and the data relationships did not align with Salesforce’s data model. The company also wanted to enrich customer profiles with additional information to leverage Salesforce’s advanced capabilities.
Challenges of Migrating CRM Data for a Growing SaaS Company
Mismatched data formats between the legacy CRM and Salesforce.
Significant data quality issues, including duplicate and missing records.
Broken relationships between data entities, such as accounts and contacts.
Requirements to enrich customer profiles for advanced segmentation and reporting.
Solution of Migrating CRM Data for a Growing SaaS Company
TechTorch implemented the following:
- Data Cleansing and Enrichment: Cleaned and deduplicated customer records, adding missing data where necessary.
- AI-Driven Transformation: Used AI to map and transform legacy data into Salesforce-compatible formats.
- Relationship Reconstruction: Rebuilt links between data entities to maintain relationships in the new system.
- Seamless Migration: Leveraged automation tools to accelerate data transfer and validation.
Results of Migrating CRM Data for a Growing SaaS Company
Accurate Data: Delivered a complete and clean customer database in Salesforce.
Enhanced Functionality: Enriched data enabled advanced segmentation and reporting capabilities.
Faster Migration: Reduced migration timeline by 50%.
Operational Continuity: Ensured minimal disruption during the migration process.
Conclusion
TechTorch’s Data Migration Accelerator simplifies the complex process of transferring data from legacy systems to modern platforms. By leveraging advanced tools and techniques, we ensure clean, enriched, and connected data, enabling businesses to unlock the full potential of their new systems. Contact TechTorch today to make your data migration project a success.
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