Dynamics CRM Migration to Salesforce
Project Name: Dynamics CRM Migration to Salesforce
Client Industry: Software Company
Project Commencement Date: May 1, 2017
Project Completion Date: July 30, 2017
Migrate CRM data from Dynamics CRM to Salesforce to enable the Sales team to utilize standard, out-of-box Sales Cloud and Salesforce1 mobile app for better organization and collaboration among the team and clients while on the go and win more deals. Utilized Pardot as a new marketing automation platform for Marketing Team.
The client was evaluating a new CRM platform for Sales department as they were not satisfied with the current CRM, Dynamics CRM. Saleforce1 mobile app and the ability for Sales reps to work while traveling is one of the biggest reasons why Salesforce is considered as a new CRM platform of choice. The client also wanted to migrate marketing automation platform to Pardot.
Integrate Pardot with Salesforce Sales Cloud (auto bi-directional sync between both systems)