CRM Data Migration

Posted by on Dec 11, 2014 in Case Studies | No Comments

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A manufacturing and textiles company recognized an internal obstacle of keeping employees on-the-road connected. StackMason implemented a new CRM system to provide mobile employees with the access they needed to enter and track metrics on the-go.

Client Objectives:

  • Replace antiquated CRM system
  • Omnipresent access to prospect information for sales employees
  • Real-time growth of opportunity pipeline

Our Approach:

  • Performed cost-benefit and internal system analyses
  • Tested integration with existing ERP system

Results:

  • 3 month implementation cycle of Salesforce as new CRM system
  • 100% success rate of data migration¬†
  • High adoption rate of mobile employees
  • Saved company 40 hours a day of FTE work

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