The client contacted Rolustech for a CRM Migration challenge that it was facing. At the time of initial contact, Sanfied Club House was managing all of its various processes in Salesforce; these included numerous Salesforce Integration and Salesforce Customization. In order to ensure a seamless migration, it was crucial to understand the complex workflows and processes in place, and also replicate them properly. Sanfied’s current implementation was not financially optimized according to its processes and it was in need of a migration to a non-proprietary platform.
Rolustech quickly went to work on the proposed migration and set its Certified Developers to the task of making this as seamless as possible. The complexity of the Record types implementation was replicated with precision and accuracy. Numerous customized navigational screens were created to provide the client with a seamless transition to its new platform. Workflow automation and custom modules were also created and implemented.
