Salesforce to Dynamics CRM Migration Helps an Environmental Services Company Improve Business Efficiency

Business Need

Since 1981, the client has researched, designed, and manufactured leading edge onsite and decentralized wastewater treatment technologies. The client sells their products from about 300 distribution points worldwide and they relied on their customer relationship management (CRM) software in order to monitor their contacts, leads, and interactions with contacts and clients.

The client was originally using Salesforce as their CRM software. However, they found that Salesforce lacked the reporting functions and customizability that was required for their CRM system. As a result, Synoptek (formerly Indusa) assisted the client with their data migration, customization, and implementation from Salesforce to Microsoft Dynamics CRM.

Solution and Approach

Synoptek (formerly Indusa) worked with the client in order to transfer all their existing data from Salesforce into Microsoft Dynamics CRM. Using the Scribe Workbench tool, Synoptek ensured that during the data migration, all the necessary information was transferred into their new CRM system. The values migrated included Account, Lead, Opportunity, Contact, Contract, Campaign, Case, Notes, Activities, Activity Party, Appointment, Quote, Email, Event, Fax, Letter, Phone Call, and Site Visit as well as field level conditions and global pick list values.

Synoptek also created new forms such as “Contact Us”, Google AdWords, and “Literature Request” for their website. New entities were also created such as “Web Inquiry” and “Opportunity Partners”. All the existing Salesforce workflows integrated into Dynamics CRM and additionally, Synoptek created new Dynamic Reports for the client. These reports included Sales Activity Reports, Opportunity Activity Analysis, Activity Logging, Neglected Opportunities, Neglected Accounts, and Activities by Type on Opportunity.

Dynamics CRM also allowed greater customizability than Salesforce had allowed. Synoptek provided customizations for the client that allowed them to run reports and create forms that were tailored to their own specific business needs.

Business Results

By migrating to Microsoft Dynamics, the client was able to achieve a configurable migration and customization as well as a flexible CRM solution that addressed the unique requirements of the client. By relying on a customized CRM, The client was able to achieve greater efficiency by using workflows and forms that were tailored to their specific business needs. The customized reports also provided them with insight into their operations, allowing for improved decision making and sales processes. Additionally, by migrating to Microsoft Dynamics CRM, the client was able use a more flexible and cost effective licensing model – ultimately saving them money on their CRM subscription.