Our Solutions

• We used Data Loader to migrate data from the Lasso system into the client’s Salesforce instance

• Our team formulated a clear data migration strategy, by bringing in key information from the acquired company into the client’s Salesforce Org

• We also helped on-board the newly-acquired business’ users into the Salesforce ecosystem.

• Our experts eliminated the need to use different applications for the data

• We created real-time reports and dashboards

Helping an IT Company Unleash the Power of Data Loader (Sales Cloud)

Client Challenges

• The client used Lasso CRM, and the system resulted in many problems

• Limited visibility into the activities performed by their newly-acquired business

• Maintaining different Salesforce Orgs had become a tedious job; it also resulted in a huge expenditure as it incurs additional license costs

• Users from a newly-acquired business faced a disconnect with ECi’s current business processes

• The inability to view sales data and quotes in a single application

Business Outcomes

• The client has 100% visibility into the activities performed by their newly-acquired business

• All activities are now performed using one Salesforce Org

• The users of the acquired business are able to access their old business data in the Salesforce org

• Easy access to the data history of the acquired business

• The acquired business is fully integrated into and follows the client’s business system

• All sales data and quotes can now be accessed from the Salesforce application

• A 43% increase in productivity