Client:
Exactive, a UK-based unified IT communication services provider specialized in providing Skype for Business (formerly Microsoft Lync) Enterprise Voice, Microsoft Exchange; Video Conferencing technology to the Enterprise and Mid-market.
Location: UK
Company Size: 11-50
Exactive was running a CRM application on SalesForce.com (SF). Considering the growing scale, scope, and complexities of existing business operations, the client wanted a CRM system that can better manage and formalize sales, marketing, service, and support operations, and provide controls, workflow, and integration capabilities for higher productivity through efficient processes.
Considering the requirement, De Facto executed a major CRM transformation for Exactive Limited from Salesforce Online to Microsoft Dynamics CRM 2015 Online. The transformation made things very easy for the client.
With the efficient migration of 237,500 records of all objects to CRM Online, the company can seamlessly capitalize on the new CRM online.
Exactive was running a CRM application on SalesForce.com (SF) but due to the growing scale, scope and complexities of existing business operations, it wanted a CRM system in place to manage and formalize sales, marketing, service, and support operations in a better way and provide controls, workflow, and integration capabilities to achieve more productivity through efficient processes.
The client intended to capitalize on the cloud benefits, eliminating the need of investing in server hardware and resources to maintain the software. Basically, the client required a CRM application that can offer:
After understanding their scenario and needs, De Facto performed a major CRM transformation for Exactive Limited from Salesforce Online to Microsoft Dynamics CRM 2015 Online.
Key Factors
The main factors bothering the client included,
De Facto focused on various factors before executing a solution. The team of experienced architects considered the following things:
Assess current business applications
Assess current business processes
Assess current information systems
Assess current infrastructure environments
Define target business applications
Define target business processes
Define target information systems
Define target infrastructure environments
Dynamics CRM 2015
SQL Server 2012 with Reporting Services
Dynamics CRM Reporting Services Extensions
Account data, relationships, and activity history
Contact data and activity history
Product data
Product version data
Core product data
Core product version data
Lead data, history and loop fuse data
Opportunity data, and activity history
Case data and activity history
Miscellaneous data
Since project commencement until project completion, De Facto followed a proper step-wise process, including the following stages:
De Facto followed a two-phase strategy to ensure uninterrupted service flow during the execution of the solution.
Integration
De Facto first integrated all client accounts and opportunity information to ensure the Exactive sales team continued to efficiently close on business and customer service. Then, it integrated service history data, which enabled the client’s support team to properly manage on-going engagements.
Migration
For migration, De facto used Scribe Workbench. With Insight Workbench, it migrated data directly, thereby taking control of the data migration process.
Using Scribe, De Facto:
Business-as-usual for Sales and Service
If you want to learn about how De Facto professional architects can add value to your organization, please contact us today at Sales@defactoinfotech.com.
Thanks to De Facto for disruption-free migration.