Client Overview
The client is one of the leading IT consulting companies in the USA
Executive Summary
- The client uses Salesforce for business processes and now the client decided to migrate to on-premises Microsoft Dynamics 365 CRM
- They wanted to migrate all the data from the old Salesforce system to Dynamics 365 CRM without losing any information and without interfering with their current work while the migration is taking place
- They don’t have a well-organized, technologically driven sales process, which results in lengthier sales cycles and a strong human element influence on sales success
Technology Stack
Microsoft Dynamics 365 (D365 Sales)
Power Automate, Power BI
Dynamic 365 Customer Voice, Xero
