About the client
The client develops technologies to save teeth through sound science. By introducing broad-spectrum acoustic technology, the client is transforming dentistry. They acquired a similar organization using a different CRM called PipelineDeals.
Solution
- All data from PipelineDeals were meticulously migrated into Salesforce CRM.
- Objects, fields, relationships, and configurations were precisely retained.
- Data cleansing and deduplication completed per best practice guidelines.
- Sharing settings prevent the sharing of opportunities between newly migrated users and existing users.
Benefits
- Increased collaboration between the two teams.
- 360-degree view of combined data of both companies in a unified dashboard.
- Enhanced data security for opportunity records.