Sanfied has been managing its business processes with the help of a CRM platform. However, Sanfied’s current CRM solution was not fulfilling their requirements and they were looking to migrate to another platform. Sanfied had been facing challenges during its CRM migration process and reached out to Rolustech for assistance.
Sanfied’s existing data structure was quite complex, making it difficult to migrate to a new platform without data loss. It was crucial to fully understand their data structure and business processes so their data could be transferred properly.
In order to fully enable Sanfied’s new CRM platform, extensive customizations were required as well.
In order to provide Sanfied with a seamless data migration process, our team proposed the following solution:
Our certified developers have an extensive amount of experience in data migration. Therefore, they were already familiar with all the pain points and complications of migrating complex data to a new platform.
Sanfied’s existing CRM platform was already customized and integrated with third-party apps. This meant that the data it contained was too complex to be transferred to a new CRM platform right away. To ensure that no data was lost or corrupted during migration, our team thoroughly analyzed Sanfied’s data structure and its existing CRM solution.
Based on our analysis, we made several customizations to Sanfied’s new CRM solution. This prevented crucial data from being lost or corrupted during migration.
Our team prepared Sanfied’s new CRM solution with several customizations.
