Case Study
Centralized Data Access
Increase in Lead Tracking Efficiency
Reduction in Sales Cycle Duration
The client is a revolutionary healthcare platform focused on medication management, empowering patients and healthcare providers through innovative technology. The platform handles large volumes of customer and patient data while supporting complex sales tracking, case management, and customer engagement workflows.
However, they experienced limitations with their previous CRM system, MS Dynamics 365, and identified the need for better scalability, operational efficiency, and data management by migrating to Salesforce CRM.
Although the migration from MS Dynamics 365 to Salesforce CRM appeared straightforward, several complex challenges needed to be addressed to ensure a successful transition:
Diverse Data Structures: The two platforms operated with different data architectures, requiring a well-planned strategy to maintain data integrity throughout the migration.
Complex Workflow Replication: Many workflows from MS Dynamics had to be manually recreated in Salesforce using Apex Triggers and Salesforce Flows, as direct replication through standard methods was not possible.
Preserving Integrations: Ensuring the seamless transfer of existing integrations without disrupting daily operations posed a significant challenge.
Comprehensive Data Preservation: Ensuring that all historical customer and patient data was migrated accurately and without loss was crucial.
Minuscule Technologies used its expertise in Salesforce CRM to implement a step-by-step migration strategy. This approach ensured a smooth transition from MS Dynamics 365 to Salesforce, with minimal disruption to business operations. Key components of the solution included:
Thorough Data Analysis: The team comprehensively reviewed the MS Dynamics data structure to design an efficient migration plan.
Salesforce Sales Cloud Configuration: Salesforce Sales Cloud was configured with custom rules, objects, and workflows tailored to the client’s needs. Standard features like Email-to-Case were also activated to improve case management.
Data Migration and Validation: The team ensured that all customer and patient data was accurately transferred to Salesforce, with data validation checks at every stage to maintain accuracy.
Streamlined Quote-to-Cash Process: Implementing Salesforce CPQ (Configure, Price, Quote) optimized the sales process, enabling accurate pricing, billing, and faster sales cycles.
Custom Workflow Development: Apex Triggers and Flows were used to recreate workflows from MS Dynamics, ensuring that Salesforce could replicate and enhance the client’s previous processes.
Experience Salesforce Like Never Before. Let's Redefine Success Together.
Whether you are just starting with Salesforce or looking to improve your current setup, Minuscule Technologies can help. Our team of experienced Salesforce consultants will work with you to assess your needs and recommend the best solution for your business.
Data Analysis and Planning: A detailed analysis of the MS Dynamics data structure guided the creation of an efficient migration strategy.
Configuration and Customization: Salesforce was configured to align with the client’s unique business needs, ensuring the system supported all required workflows.
Accurate Data Migration: Customer and patient data was migrated without loss, ensuring all records were preserved and validated.
Streamlined Sales Operations: Salesforce CPQ was implemented to shorten the sales cycle and improve billing accuracy.
All customer and patient data, previously dispersed across systems, was now consolidated in Salesforce CRM for seamless access.
Automated workflows and centralized data made lead tracking faster and more accurate.
Implementing CPQ tools streamlined pricing and billing, allowing the sales team to close deals faster.
Custom workflows automate repetitive tasks, allowing the sales team to focus more on engagement and improve overall productivity.
The migration process ensured that all historical data remained accurate and usable, facilitating better decision-making and customer management.
