Dynamics CRM Migration to Salesforce Case Studies - Trignon

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Dynamics CRM Migration to Salesforce
Case Studies
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Project Name Dynamics CRM Migration to
Salesforce Client Industry Software
Company Project Commencement Date May 1,
2017 Project Completion Date July 30, 2017
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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.
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THE CHALLENGE
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.
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THE SOLUTION

• Migrate data of Users, Leads, Contacts,
  Opportunities Accounts, Custom Objects,
• Tasks, Notes, Emails, Attachments from
  Dynamics CRM to Salesforce.
• Setup and Configured Salesforce out-of-the-box
  rollout with workflow and
• automation with reports and dashboard.
• Pardot Marketing Automation Rollout
• Migrate ClickDimensions current users, leads,
  workflows, campaigns, and email
• templates to Pardot
• Create Web-to-Lead forms and landing pages for
  all current active campaigns
• Set up lead scoring, lead nurturing, marketing
  campaigns, and engagement
• workflow/program Integrate Pardot with
  Salesforce Sales Cloud (auto bi-
• directional sync between both systems)

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THE IMPACT

• The CRM was customized and built to fit the
  business processes
• High user adoption rate
• Sales Ops worked more efficiently and less
  paperwork
• Sales Ops opportunity team could work
  together to close the deal
• Single platform across the organization for
  both Sales and Marketing

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