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

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

Conclusion

Migration of Legacy System Data into Salesforce Using Data Loader Eliminates Data Visibility Problems and Issues with Integrating a Newly-acquired Business, Resulting in a 43% Increase in Productivity